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Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records
Brent Byhre about 1 month ago in Documents / DocGen for Salesforce 0 Open for voting

Archives a document, and then archive the associated process,

When we archive a document, and then tries to archive the associated process, the system indicates that the document is still linked, preventing the process from being archived.
Guest about 2 months ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

Create a Sent for Archive filter in Dashboard

Currently Promasters see ALL changes in the system and they have to scroll through pages of requests to find the Processes that are sent for Archive. If there was a filter for this type of change it would make it much easier to find them and action.
Unknown Unknown about 2 months ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

Allow / & + in AI generation prompt

Currently documents fail with a "Please provide a valid value" error if they contain certain special characters. Can you allow / & + as these are very commonly used in existing Word documents which can be copied as the prompt. You have to edit...
Unknown Unknown about 2 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
Brent Byhre 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
Jayashankar Ganji 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

Adding Roles multiple at a time

It would be great when we are choosing the roles if we could choose more than one at a time - When choosing the Roles, you have to go back and forth to select them, it would be great if you can choose more than one at a time, like tick boxes or ca...
Kerri Robinson 2 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Search functionality for embedded process variations

Currently searching does not pick up text in an embedded process variation. It only seems to pick up text in the name of the process. This diminishes the search functionality for embedded process variations. I raised this years ago when the proces...
Lloyd Pallesen 3 months ago in Nintex Process Manager (formerly Promapp) / Process Variations 0 Open for voting

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
Catherine Chan 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

SPFx NewForm.aspx links to support Parameters

We'd like to request for SPFx Nintex Forms on SharePoint "NewForm.aspx" links to support embedding parameters to populate into the form, just like how it was supported on New Responsive Nintex forms on Nintex for Office 365. For an example: https:...
Guest 3 months ago in Nintex for Office 365 / Form Filling Experience 1 Open for voting