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.
Support Account Contact Relationship Salesforce Object
Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection
Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...
Lightning Component: Packages are conditionally available
Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record.
In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...
The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects.
We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...
Allow functionality when clickjack protection is enabled
As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...
Ability to select Additional To and BCC in Lightning
In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...
It would be awesome if there was a way for the docgen forms to be available for lightning components. We currently are trying to use a lightning component with an Iframe to display the visualforce page. We stuggle to use forms because we need to b...
In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...