Nintex Ideas

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    Showing 272 of 2994

    Display processes that Documents are linked in within search function.

    When users are searching for items within Promapp they also search for and find documents. In many cases they want to know when/where the document is referenced within processes. I would be beneficial to display the processes that the document is ...
    Unknown Unknown 6 days ago in Nintex Process Manager (formerly Promapp) / Documents 0

    Bring back the ability to edit documents from Search

    In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
    Catherine Chan over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 8 Not Planned

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

    Ability to Delete/Archive documents linked to an Archived Process

    Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
    Unknown Unknown over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 1 Planned

    Enhanced documentation regarding aligning radio buttons from secure fields in the templates

    There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.
    Guest 27 days ago in Documents / DocGen for Salesforce 0

    Bulk delete of documents

    It would be great to bulk delete documents. Over time a number of documents have been uploaded and are no longer or were never attached to processes. We would like to be able to bulk delete any unattached processes that have not been viewed in 12 ...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 4 Planned

    Ability to move opened document images when in Procedure View

    Hi - small enhancement if feasible. From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task...
    Srinee over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 Open for voting

    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

    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 12 months ago in Documents / Document Automation 0 Open for voting

    Show draft/unpublished processes that are using documents

    Documents cannot be deleted if they are attached to a published process (which is fair) however they also cannot be deleted if they are attached to an unpublished process, which is harder to track down. This also makes identifying orphaned docume...
    Damian Light over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 5 Not Planned