Nintex DocGen and Nintex DocGen for Salesforce

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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 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 4 Open for voting

4 VOTE

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...

Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Open for voting

13 VOTE

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 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

3 VOTE

Email configured in DocGen Packages to have a format

Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.

Guest 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

2 VOTE

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields

Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Component Library 0 Open for voting

2 VOTE

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...

Guest 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

1 VOTE

Add a Note in LEDD about "Relationships from other objects"

The Relationship from other objects section on standard objects automatically populate relationships that do not work and it is very confusing. Please make a note about these relationships in the Interface as these require Button parameters to wor...

Brent Byhre about 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

4 VOTE

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

Brent Byhre 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

1 VOTE

Add Date Format, MM-YYYY, as an option in Field Tagger

In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.

Guest 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

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