Nintex Ideas

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    Showing 208 of 2849

    Workflow Tracking enhancement

    General requested enhancements for Workflow Tracking page. Wider date range ability, or the ability to type in date ranges. Selector is not user friendly. Sort on all the column displayed. Ability to customize the Columns displayed to includ...
    Guest 5 days ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

    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

    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.
    Kristen Brown 5 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

    Workflow Instance Filter - ability to disable the date range

    When looking at the list of workflow instances, the filter option is great to find the instance we are looking for, however it forces a Instance Start date to be on the filter (which maxes at "Last 90 days" - our workflow can sometimes have workfl...
    Kris Densley 3 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1

    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

    Organize workflows into folders

    Organize Workflows into folders
    Guest about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 2 Started

    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

    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

    Add Edited by column to Connections list.

    We expect to have many Connections in our tenant and need the ability to sort and search by the connection creator.
    Ned Humphreys about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

    Optimize user experience in My Nintex

    Suggestions for Tasks: Ability to show/hide fields in view. Use of "views" for tasks. Ability for users to have a default view set similar to a SharePoint list or library so they don't have to reset the filters each time they visit their queue. Bu...
    Brandi Woodson over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting