Nintex Ideas

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    Showing 134 of 2877

    Update Compiling behavior after Migratoin

    After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...
    Brent Byhre about 18 hours ago in Documents / Setup and Configuration 0

    Support Salesforce Reports when triggering via action links

    We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...
    Robert E 3 days ago in Documents / Setup and Configuration 0

    Ability to Unlock Smartforms, Forms, Views, etc...

    We need to be able to unlock items that are checked out and/or locked for editing in the designer. If an individual has items locked and goes on vacation then this causes major issues - especially in K2 Cloud. There is the ability for the creator ...
    Guest over 3 years ago in K2 Cloud 1

    Optimize Workflow Size by Referencing SmartWizard Definitions

    I'm logging this idea on behalf of Pieter Cronje (pieter.cronje@nintex.com) who did not have access to the Ideas Portal at the time of posting this idea. To reduce costs and improve system performance, especially in cloud environments, we should ...
    Neil Craig 7 months ago in K2 Cloud / Workflow 0

    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 11 months ago in Documents / Setup and Configuration 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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    System Variable to fetch the URL of the Active SmartForm

    There are situations when same K2 site is hosted on internal and external platforms into production. But, to identify the current URL at runtime is not possible as of now. Using JavaScript has been an option but it doesn't assign the value to a da...
    Guest almost 2 years ago in K2 Cloud 0

    Workflow Redirect Reports

    We frequently have users redirect/delegate tasks to other users, as well as items that are worked through OOF (Out of Office Forwarding). Is there a way for me to extract or report on that information? For example, we have specific approvals that ...
    Danny Knudsen over 2 years ago in K2 Cloud / Management 2

    Edit variables of in-progress workflows

    We would like to see a way for an admin to edit the variables of workflows that are in-progress. We have some long-running workflows that occasionally need a variable adjustment. It is very inconvenient for the users to have to start the workflow ...
    Danny Knudsen over 3 years ago in K2 Cloud / Workflow 1

    Smartaction can capture additional notes or comments when acted via email

    Smartaction will be able to capture notes when acted upon via email (i.e. Approve This is a good idea; Reject Not a good idea). Any notes after the action (i.e. Approve/Reject) can be captured by the workflow. This function is similar to Nintex' A...
    Jeff Tapaoan over 1 year ago in K2 Cloud / Workflow 2