Nintex Ideas

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    Showing 36 of 3009

    Redirect Users to Intended Page After Login

    Currently, when accessing a direct link to a template (or any specific resource) in Nintex AssureSign while not logged in, users are redirected to the login page. However, after successful login, users are taken to the home page, rather than being...
    Boris THOMAS 11 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Allow URL Parameter to Specify Account ID for Automatic Context Switching

    In Nintex AssureSign, users can belong to multiple accounts. When trying to view the details of an envelope sent from a different account than the one currently selected, users receive an "Access Denied" error until they manually switch to the cor...
    Boris THOMAS 11 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

    The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    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 about 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Support for AssureSign Child Accounts in Salesforce DocGen Integration

    In our organization, we use AssureSign child accounts to represent our different business entities under a single parent account. Each child account is used by a distinct Salesforce org. Current limitation: The Nintex DocGen integration in Salesfo...
    Boris THOMAS 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Update Compiling behavior after Migratoin

    After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...
    Brent Byhre 3 months ago in Documents / Setup and Configuration 0 Open for voting

    Support Salesforce Reports when triggering via action links

    We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...
    Robert E 3 months ago in Documents / Setup and Configuration 0

    Excel as Middleware Tags available for DocGen Package Template Conditions

    Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
    Brent Byhre almost 2 years ago in Documents / Setup and Configuration 1 Open for voting

    Support the display format for a Salesforce Time Field

    Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

    Option to turn off Gallery Prompt when creating a new DocGen Package
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting