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Nintex Ideas

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Showing 216 of 2950

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

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

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...

Support Default Date Format Setting for JotBlocks (e.g., DD/MM/YYYY with Current Date Prefill)

In regions like France, the DD/MM/YYYY date format is the standard. Currently in AssureSign, when adding a Date JotBlock, the validator must be manually configured each time to use the "Date in DD/MM/YYYY format with current date prefill" option. ...
Boris THOMAS 9 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

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

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

API Support for Preconfigured JotBlocks in the Signer Panel (Template-Specific)

When building templates using the /templates API endpoint, it is currently only possible to define JotBlocks by placing them at specific X/Y coordinates directly on the document. We would like to propose a feature enhancement to allow the creation...
Boris THOMAS 9 months ago in Nintex eSign (formerly Nintex AssureSign) / API 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...

Localize Default Instruction Text for Date JotBlock

When using the Date JotBlock in Nintex AssureSign, the default instruction text ("Enter some brief instructions for the signer") remains in English, even when the template language is set to French (or other supported languages). Why this matters:...
Boris THOMAS 9 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

Add Native Checkbox JotBlock for Template Creators

When building templates in Nintex AssureSign, there’s currently no native Checkbox JotBlock option. While support suggests using a Radio Button with one option or a Multi-Select with a single value as workarounds, these aren’t intuitive and add un...
Boris THOMAS 9 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0