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exporting and importing workflows from different environments

We have a few different SharePoint environments where we move workflows, using export and import, from each environment. We use the 'Set item permissions' workflow element in building the workflow and is causing an issue when moving the workflow b...
Guest about 1 month ago in Nintex for SharePoint / Designer 0

Create a report filtered by Role

Currently there is no way to provide a report for a new employee that shows what process titles they need to read that have some activities etc assigned to their role in the swimlanes. There is one report by process involvement, but this only expo...
Guest about 1 month ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Enhance/Fix Data Lookup

Data Lookup fields are a powerful control. Currently, you can pull "calculated field" columns from a SharePoint list as Data Lookup dropdown options. However, they cannot create conditions using "calculated field" columns from a SharePoint list. N...

Allow a form rule to hide and entire page, based on a variable value.

I have a form (a task form) that is being used for two different groups of people. The form has pages and one is only applicable to one group. Is it possible to build a form rule that hides a page, depending on a variable value? I have hidden the ...

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
Brent Byhre about 1 month ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

Increase document viewer real estate when signing a document..

Esign Issue Background (business user's comments): After clicking on "Start Signing" a document. The screen view is not acceptable. This view is not meeting standards available in other e-signing software. We need to push to provide a functioning ...
chau nguyen about 1 month ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

Prompt Process Save when Copying Process

Hi, I have noticed that when I copy a process from the edit view, the page automatically navigates to the newly created copy and does not prompt me to save any changes i have made to the original process. Would be useful for the dialogue box to ap...
Anna Officer about 1 month ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Update and Edit documents from K2 client

Customer wants this feature where they can update the content of documents that are uploaded to SharePoint. Currently, there is an option to update metadata onlly with the update document step in K2 workflows.
Nicolaas Swart about 1 month ago in Nintex Automation On-Prem (formerly K2 Five) / K2 for SharePoint 0

Add role cost to user import spread sheet

We utilize the user bulk import template to regularly add new users and their respective roles within Nintex Process Manager. Additionally, we adjust the cost associated with each role. It would greatly enhance efficiency if a column could be inco...
Hadis Kazemi about 1 month ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

Email notifications in Training Module

Training Module - to allow staff, owners and supervisors to more effectively and in a more timely manner be informed of manage training it would be very beneficial for the module to have email notifications sent at each step in the workflow. Addit...
Gary Tibble about 1 month ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications / Integrated Training Management 0 Open for voting