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Showing 2763 of 2763

Filter by role in User Managment - User section

Display limit of 2,000 users is restricting. Need a way to filter on role level for audit purposes.

Completed task forms should display a banner to let users know the task has already been completed

With the introduction of the ability to view completed task forms, there is no longer an indicator for other task assignees to see that the task form has already been completed. The user is also still able to interact with the outcome buttons. But...
Michele Dudzic about 15 hours ago in Nintex Workflow (formerly Nintex Automation Cloud) / Other 1

Form Rule - Collapse option for a group

It would be nice to have a 'Collapse' option for a group in the rules. Because I would like my group to be 'collapsed' if a field in that group is empty, and conversely, not 'collapsed' if a field in the group is not empty. But I don't want to hid...

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 23 days ago in Documents / DocGen for Salesforce 0 Open for voting

More flexibility needed for competency levels

Currently have to have 4 levels. Can change the name and description but not remove a level if you only need three levels and not four.

Add a filter for People picker field in Nintex workflow task form to eliminate disabled users from Azure AD lookup

Add a filter for People picker field in Nintex workflow task form to eliminate disabled users from Azure AD lookup. Occasionally Nintex users choose disabled users from the task form, and this causes the workflow to fail when there are further act...

Auto open notes

Would it be possible to create a button or option to open all the notes within a process? This would allow for easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest 3 months ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 2 Open for voting

Manage better SharePoint lookup value error during smartform sorting

In a SmartForm view, linked to SharePoint multiple lookup value, trying to add sort on the multiple value column, we can see the following message: The field 'Contributors' of type 'LookupMulti' cannot be used in the query sort expression. ...
Guest 8 days ago in K2 / K2 for SharePoint 0

Add Picture/ Link Controls to Rich Text Field Type

In the Rich Text Editor - there are no controls to "Insert" a link or picture. Only way to do this in the Rich Text Editor is to change to HTML view - most users are not equipped for HTML editing. Copy/paste from Word does work as a workaround.
ScottK 15 days ago in K2 / SmartForms 0

Additional Rules Editor to The Rules Designer

In K2, we can build rules based on events and inherit other rules within a rule (Cascade rules). Cascade rules are indeed practical. On a daily basis, we build and maintain a substantial number of rules, especially cascade rules. The more rules we...
Guest 9 days ago in K2 / Integration 0