Nintex Ideas

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    Showing 355 of 2849

    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

    Allow admin accounts to reassign tasks

    Currently once a task is assigned, only users that have been assigned the task can delegate another user to complete it on their behalf. Alternatively someone with admin access can complete the task on behalf of an assigned user. It would be good ...
    Kris Densley 2 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1

    set SharePoint site url dynamically from the table

    SharePoint (on-prem) start event settings and Update SharePoint (on-prem) list requires the SharePoint Site URL to be entered manually and doesn't support the variable. This is very tedious when we have multiple environments (dev, QA, Prod) and de...
    senthilselvi Murugesan 24 days ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 0

    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

    Move Process Models from one group to another

    Allow for Process Models to be moved from one Process Group to another, without having to export and re-import the model
    Evgenios Efthymiou over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting

    Enable Custom 'Inherent Risk' label - for climate change risk assessment

    Many organisations are using 'inherent risk' for their climate risk scenario i.e. where the risk is assessed as at a future date (e.g. 2050) based on a climate change scenario e.g. 2.5 degrees warming. Enabling a Custom 'Inherent Risk' label (as o...
    chris logan about 1 month ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

    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

    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 9 months ago in Documents / Document Automation 0 Open for voting

    Error Handling - Support All Failures

    Error handling was recently introduced. Where supported, it will cause a workflow instance to Pause instead of fails. This then gives the opportunity for the instance to be resumed at the failed step for it to try again. This is a great feature! H...
    Brady over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1 Open for voting