Nintex Ideas

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    Add More Filtering and Sorting Options in “My Reviews”

    “My Reviews” would be much easier to manage with additional filters and columns, such as whether the item is a process or a document, associated process group, and other key details. This would help users quickly sort, prioritise, and understand t...
    Jessica about 2 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

    Options to Switch Off Review Frequency for Image Files

    Image files currently inherit review frequencies like all other documents, causing them to appear in “My Reviews” even though they usually don’t require standalone review. A setting to disable review dates for image file types would streamline rev...
    Jessica about 2 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 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 7 months 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 about 1 year ago in Documents / Document Automation 4 Open for voting

    View unpublished processes

    We have the ability in My Dashboard > My Reviews to view published processes which are due for review, but there is no similar function to view processes that have been saved, but forgotten to publish. Requesting please for an 'unpublished proc...
    Michelle almost 5 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 4 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 11 months ago in Documents / Document Automation 0 Open for voting

    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 6 months ago in Documents / Lightning Experience 0 Open for voting

    Processes for approval - reminder notification to expert/owner

    When a process is submitted for approval, the expert / owner are notified by email. If they do not action this request at that time it is often forgotten. I have to email them manually to remind them, it would be good if you could in the 'My Chang...
    James Allen about 2 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 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 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