Nintex Ideas

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Ideas

    Images stored in Content Files for DocumentService Class

    DocumentService Class ConvertAndMerge does not support Images stored in Salesforce Files. Currently it only works if the Images are stored in Documents (015) or Attachments (00P) The current Work around is to use a DocGen Package with loopMessage ...
    Brent Byhre about 24 hours ago in Documents / DocGen for Salesforce 0

    Ability to download process capture recording

    It would be beneficial for users to have the ability to download the process capture as a recording.
    Gemma Henderson 28 days ago in Nintex Process Manager (formerly Promapp) / Process Capture 0

    Ability to drag and drop captured images from Process Capture directly into the procedure

    Process Capture would be more user‑friendly if captured images could be dragged and dropped directly into procedures, rather than requiring users to save, download, and re-upload images manually.
    Guest 3 months ago in Nintex Process Manager (formerly Promapp) / Process Capture 0

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

    DocuSign Identify for DocuSign Authentication

    DocuSign has new additional AI Authentication from DocuSign Identify: https://www.docusign.com/blog/capabilities/identify These show up in DocuSign Templates as "DocuSign Knowledge-Based" Authentication rather than the previous "Knowledge-Based' D...
    Brent Byhre 26 days ago in Documents / 3rd Party Integration 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 over 1 year ago in Documents / Document Automation 4 Open for voting

    PII masking

    ability to mask sensitive information in screenshots captured by the tool. example attached.
    Andrea O'Hara over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Capture 1 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 about 1 year ago in Documents / Document Automation 0 Open for voting

    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