Nintex Ideas

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    Showing 157 of 2868

    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

    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

    Move Process Models from one group to another

    Allow for Process Models to be moved from one Process Group to another, without having to export and re-import the model
    Evgenios Efthymiou over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting

    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 5 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 10 months ago in Documents / Document Automation 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 10 months ago in Documents / Setup and Configuration 0 Open for voting

    Create Process Model from Process Map

    I want to be able to create a BPMN process model from one of our existing Process Manager process maps.
    Jonathan Butler over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 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 2 months ago in Documents / DocGen for Salesforce 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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Allow creation of Minimode Links for Process Models

    It would be really useful to be able to share minimode links for Process Models in the same way as the Process Maps. This will make it easier to circulate updated Process Models as they can use the same link as previously sent.
    Rachael Farrimond over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting