Ideas

Showing 170 of 2952

Enhanced documentation regarding aligning radio buttons from secure fields in the templates

There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.

Guest about 2 hours ago in Documents / DocGen for Salesforce 0

12 VOTE

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 7 months ago in Documents / DocGen for Salesforce 0 Open for voting

6 VOTE

Archives a document, and then archive the associated process,

When we archive a document, and then tries to archive the associated process, the system indicates that the document is still linked, preventing the process from being archived.

Guest 4 months ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

1 VOTE

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 26 days ago in Documents / Setup and Configuration 0 Open for voting

16 VOTE

Visually identify activities with a linked process in the map view

When an activity has a Note added with a linked process, having the Map visually identify that there is a linked process to the end user in some manner would improve the user experience. At a glance a user, auditor, or manager could easily identif...

Matthew Dell about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

74 VOTE

Ability to support multiple decision outcomes / loops in a process on the Map

As most Business Process in the world are not just straight linear processes and can have steps that based on decisions or choices made that the process could loop back to an activity that has already occurred in the process or actually skip steps...

Kevin Kittinger about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Map 15 Not Planned

1 VOTE

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 28 days ago in Documents / Setup and Configuration 0

71 VOTE

Multiple outputs when using decision diamond

When using a decision diamond the process ends in two different places, which each have a distinct output. Unfortunately when entering an output there is no way to define which part of the process produces that specific output. The map shows both ...

Megan D almost 6 years ago in Nintex Process Manager (formerly Promapp) / Process Map 3 Open for voting

15 VOTE

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 over 1 year ago in Documents / Document Automation 4 Open for voting

11 VOTE

Option to choose how Timescales are shown

Currently, Timescales roll up to the next available measuring unit if it is exceeded (e.g. 60mins -> 1 Hour, 5 working days -> 1 week, etc...). As a business, we show all our SLAs as working days, so we would like the option to choose the de...

Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Map 2 Open for voting

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