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Batch Document Generation

Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
Guest over 1 year ago in Document Automation 0 Open for voting

Lighting Component - Custom Object Contacts

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 ...
Guest over 5 years ago in Lightning Experience 0 Open for voting

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Ou...
Guest over 5 years ago in DDP Management and Creation 2 Open for voting

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Guest 6 months ago in Setup and Configuration 0 Open for voting

Support SMTP with MFA security

Support SMTP integration with MFA security for external services
Guest 12 months ago in 3rd Party Integration 1 Open for voting

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...
Guest over 2 years ago in Lightning Experience 0

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Guest over 1 year ago in DDP Management and Creation 0 Open for voting

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.
Guest about 1 year ago in Setup and Configuration 0 Open for voting

Support the NOT filter in Snippet Groups

Support the NOT filter in Snippet Groups - so the logic can be (" Is Blank " NOT 1 )or add an (IS NOT BLANK) list value
Guest about 1 year ago in Component Library 0 Open for voting

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...
Guest almost 6 years ago in Lightning Experience 1 Open for voting