Nintex Ideas

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    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Process Methodology Checker

    I would like to request the ability to add a 'process methodology' checker in the process approval workflow, specifically before the process reaches the process owner/expert for approval. Usually this is done by the publisher (or Promaster) but ...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 2 Open for voting

    Allow linking to an activity via a note

    Allow linking to a particular activity in the process via the 'Note' function. Many times we are typing the # of the activity to go back to or skip to due to exceptions and variations. However, the # of the activity can change if activities in t...
    Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    Word attachments

    When a signer adds an attachment, the system currently does not allow word documents to be attached. Expanding on this functionality would eliminate the need for for a signers to covert their word document to PDF prior to completing the signing pr...
    Guest over 4 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0 Open for voting

    Preview Image after uploaded

    We have build a form which need user to submit with screen capture and we found user might upload with wrong image due to there is no preview function. It will be great if this function is released
    Sam Hong almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 0 Open for voting

    Onboarding period

    can we extend the onboarding period from 3 months to 6 months or open the field for us to determine how long the period should be? e.g., target date or each line/row. thanks.
    Cassie Gao over 1 year ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

    onboarding sign off by onboarding owner for processes

    when build onboarding for a new role or new employee, after adding list of processes. we should be able to assign responsibility of sign off/acknowledge to the onboarding owner instead of trainee. In many conditions, processes are part of competen...
    Cassie Gao over 1 year ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

    Give Priority Rating to Process

    Whilst we can override the review date of processes, it would be beneficial if we could show a priority rating for a process at a glance. We have to use the matrix to work out the prioritisation criteria of a process (low, medium or high) so why n...
    Alison almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

    Lean Tag reporting to show expert, owner and review date

    It would be great to have the option to pull a report on Lean Tags that includes the expert, owner and review date
    Monique almost 6 years ago in Nintex Process Manager (formerly Promapp) / Reporting 1 Open for voting

    Search Keyword added & a configurale report using Keywords

    Context: 1. Overall, when in the initial dashboard(see below fig 1:), our people should be able to quickly search off the Dashboard (or using the top right search window) for a “Keyword” (in this case will be for an example, the keyword – “Respo...
    Unknown Unknown almost 6 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 1 Open for voting