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Nintex Ideas

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

Better system for lean tags

We use lean tags a lot and some of the most frustrating things with this feature are we had to create work around because we didn't want the user experience to be polluted by potential improvement ideas found during the writing process. We hide ou...
Michelle Pavel over 6 years ago in Nintex Process Manager (formerly Promapp) / General 9 Open for voting

Have Promapp auto generate unique reference numbers

Companies that are accredited by the International Standards Organisation ("ISO") are required to allocate unique reference numbers to processes, forms and policies. This can be quite time consuming and it would be great if Promapp automatically g...
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / General 5 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 12 months ago in Documents / Setup and Configuration 0 Open for voting

API data identifier for process created using Process Capture tool

I need a way to distinguish, report and track the processes created with the use of the Process Capture feature vs manual creation or processes as normal. Same request for Gen AI processes created using that feature. Ideally also tracked or associ...
LB 9 months ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Allow component workflows to be called by a workflow designer without giving permission to edit the workflow

We have several useful component workflows in our tenant that accomplish various generic tasks. Some examples being component workflows to: Send an email from our internal email system Download/rename a file to our internal file system Use a regul...
Brady about 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Open for voting

Reporting for declined processes

To report on the capability of users and identify trends it would be helpful to have an option to pull a report on declined processes. Currently, the only report that would provide this information is the Process Change report however this takes h...
Emily Cumberland over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval / Reporting 0 Open for voting

Archive function for particular personal or training units

When you have set up training in the system and people have completed the training, but have changed role and no longer require refresher training there is no way of archiving that persons training record for the training unit so instead it shows ...
Joanna Crighton over 5 years ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 12 Open for voting

Adding Roles multiple at a time

It would be great when we are choosing the roles if we could choose more than one at a time - When choosing the Roles, you have to go back and forth to select them, it would be great if you can choose more than one at a time, like tick boxes or ca...
Kerri Robinson 5 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Workflow Designer UI Improvements

When working in the workflow designer, it would be great if it was a little more friendly, especially when you start working with large workflows. Things like when you mouse-over an action, you see an expanded box of that action, with the full nam...
Kris Densley about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Open for voting