Nintex Ideas

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Ideas

    Lock Annual Review when process unpublished

    Here's a clearer and more structured version of your feedback: Process reviews frequently result in feedback and required updates to the process documentation. To better align with our governance framework, the system should prevent a Process Owne...
    Tinika 3 months ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

    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 over 1 year ago in Documents / DocGen for Salesforce 0 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 almost 2 years ago in Documents / Document Automation 4 Open for voting

    Ability to filter Processes Awaiting Approval by Approver

    Ability to filter Processes Awaiting Approval by Approver in order to facilitate sending a report to each approver. Ideally, an automatic report that would be sent to each approver after x number of days of not being approved but could be manually...
    Meghan Blue over 4 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / Process Review & Approval 2 Open for voting

    Ability to see what was changed in a process before approving

    Currently, when a process is submitted for approval, approvers (Owner/Expert) receive a notification but do not have an easy way to identify exactly what has been updated or revised within the process. This creates inefficiency, as they must manua...
    Guest 4 months ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

    Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

    The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.
    Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting

    Automatic Review date update on process republish

    Exclude process from the list for Review (automativally make it as reviewed) if process from review list was updated and published again with no need to press "reviewed it" after process is published
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 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 over 1 year ago in Documents / Document Automation 0 Open for voting

    Reporting for declined processes

    To report on the capability of users and identify trends it would be helpful to have an option to pull a report on declined processes. Currently, the only report that would provide this information is the Process Change report however this takes h...
    Emily Cumberland about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval / Reporting 0 Open for voting

    Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

    We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...
    Guest over 1 year ago in Documents / Setup and Configuration 0 Open for voting