Ideas

Showing 308 of 2849

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

132 VOTE

Delegation of Process Responsibilities

There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 8 Open for voting

22 VOTE

Feedback section enhacement

The possibility to attached files to the feedback session, this will allow us to provide a clearer instruction on the changes or areas of opportunities found in the mapping

Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Feedback 0 Open for voting

18 VOTE

Link/attach a document at the process level

We have situations where we have guides or information that would support the entire process however currently we are only able to link/attach the document at the activity level. It would be great to be able to link or attached a document in the s...

Kat Smith about 1 year ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

89 VOTE

Review all images and documents attached to a process under the process review, rather than separately

With hundreds of processes requiring review that include 10 or more screenshots or videos (images) it is painfully time consuming going through each item individually for each process. As these images also require a review it creates hundreds of i...

Michelle Pavel over 6 years ago in Nintex Process Manager (formerly Promapp) / General 15 Open for voting

15 VOTE

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 about 1 year ago in Documents / Document Automation 4 Open for voting

82 VOTE

Include ability to do text formatting within tasks and notes (text editor)

This request has come up time and time again and pertains to procedure view rather than map view. There are times we'd like to call special attention to viewer to some section(s) and currently it's quite challenging.

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 11 Open for voting

1 VOTE

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath about 1 month ago in Documents / DocGen for Salesforce 0

4 VOTE

Pass SFDC flow variables to DocGen Form Fields

Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...

Haley Walsh 4 months ago in Documents / Lightning Experience 0 Open for voting

71 VOTE

Mass transfer of @TODO (eg. when someone leaves the company)

When you transfer Ownership (Owner/Expert) of a process, you should also get the option to transfer any @TODO within that process that are assigned to the same person. OR Facility to transfer @TODO that are assigned to a particular person on mass.

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 9 Open for voting

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