Nintex Ideas

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Search results: Documents

    Showing 7 of 219

    Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

    We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...
    Guest 10 months ago in Documents / Setup and Configuration 0 Open for voting

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest about 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Allow for user authentication with High Assurance in Saleforce.

    Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.
    Guest almost 5 years ago in Documents / UX/UI 3 Open for voting

    Version history for uploaded documents

    After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
    Guest over 2 years ago in Documents / UX/UI 0 Open for voting

    Job Status queue can be accessed by Non System admins with DocGen Admin Permission Set

    Job Status Page is not accessible for DocGen Admins
    Guest about 3 years ago in Documents 0

    Lightning email issue: "Recipient Not Found". Drawloop DocGen requires both contact/lead read ability for the Lightning Email Package to sea

    Email issue in Lightning: "Recipient Not Found".Drawloop DocGen requires both Contact/Lead for the Lightning Email Package to search. Users whose Salesforce license is ‘Salesforce Platform’ do not have access to Lead. it needs to default ‘Recipien...
    Guest over 3 years ago in Documents / Lightning Experience 1