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Nintex Ideas

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Ideas

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 almost 2 years ago in Documents / Document Automation 4 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 over 1 year ago in Documents / Document Automation 0 Open for voting

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest about 4 years ago in Documents / Document Automation 0 Open for voting

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...
Andy Emery almost 3 years ago in Documents / Document Automation 0 Open for voting

Suggested processes data Reporting API

Currently, the process table in the Reporting API does not include suggested processes. It would be good if this information can be included as well.
Guest almost 4 years ago in Nintex eSign (formerly Nintex AssureSign) / API 0 Open for voting

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
Guest over 5 years ago in Documents / Document Automation 2 Open for voting

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.
Matthew McGrath about 3 years ago in Documents / UX/UI 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 over 5 years ago in Documents / UX/UI 3 Open for voting

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
Chris Ben over 3 years ago in Documents / Document Automation 1 Open for voting

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
Lauren K almost 2 years ago in Documents / UX/UI 0 Open for voting