Nintex Ideas

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    Showing 185 of 2849

    bulk update or transfer of Process Owners and Experts using the import/export functionality

    Currently have to go into each user one by one to manually transfer processes. Depending on how many users, and if there are errors ie the process is linked to an archived process etc, then it will require extra steps in between. The process can t...
    Guest about 2 months ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

    system to display an “Archived” label for archived roles in the process

    deleted roles will not show an “Archived” label in a process. You will need to verify their status manually by going to Admin > Roles. would like the system to display an “Archived” label for roles in the process,
    Guest 10 days ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

    Role and Responsibilities consolidation and management

    Utilise AI to review the Created Roles and Responsibilities and suggest consolidation of roles and or variances. With large Organizations, these roles can get out of hand very quickly, especially when importing from other locations where abbreviat...
    Dan Stoll 26 days ago in Nintex Process Manager (formerly Promapp) / User Management 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 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Add user view for promasters

    Promasters are usually also users of the product. Our dashboard is cluttered up with notifications about processes we have nothing to do with in our business role. Add a view option so we can work as a standard user and switch to an admin view whe...
    Guest almost 3 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / User Management 5 Open for voting

    Improved Functionality for Transitioning Processes between Owner/Experts

    In order to better support transitions in process ownership, whether they are published or in development, I propose the following functionality be added. Break the Publish Now feature for Promaster's into 3 separate functions/Button. 1. Transitio...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing / User Management 9 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

    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