Nintex Ideas

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    Showing 176 of 2849

    HTML email templates with SF email

    Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...
    Natsumi Shiraiwa 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Allow admin accounts to reassign tasks

    Currently once a task is assigned, only users that have been assigned the task can delegate another user to complete it on their behalf. Alternatively someone with admin access can complete the task on behalf of an assigned user. It would be good ...
    Kris Densley 2 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1

    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 7 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    set SharePoint site url dynamically from the table

    SharePoint (on-prem) start event settings and Update SharePoint (on-prem) list requires the SharePoint Site URL to be entered manually and doesn't support the variable. This is very tedious when we have multiple environments (dev, QA, Prod) and de...
    senthilselvi Murugesan 24 days ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 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 7 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Have a search component within a package for field usage

    Today, if you need to see if a document has a specific field, you have to manually open each package and search through it. This takes an extremely long time and wastes resources. To have a feature that we could type in the API of a field and it s...
    Rachel Kintz about 1 year ago in Documents / Document Automation 4 Open for voting

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath about 1 month ago in Documents / DocGen for Salesforce 0

    Pass SFDC flow variables to DocGen Form Fields

    Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...
    Haley Walsh 4 months ago in Documents / Lightning Experience 0 Open for voting

    DocGen failures due to unsupported PDF

    Support additional PDF programs to avoid failures in Document Generation actions when combining multiple files. Yes, this sounds like a case. We've tried multiple times and were directed to create an enhancement request.
    Kristen Brown 9 months ago in Documents / Document Automation 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 6 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0