All ideas

Showing 2407 of 2407

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 6 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

1 VOTE

SFTP trigger

We have an issue,We need to be able to create a trigger to pull files from the SFTP path and be able to perform tasks on them.You have an option to use email, folder, but not SFTP.

Guest 6 months ago in Nintex RPA (formerly Nintex Kryon RPA) / Installation & Upgrades 0 Open for voting

14 VOTE

Connectors - Show which workflows are using a connector and the user the connection is created with

We use a lot of SharePoint Online connectors. We would also like to see the list of workflows that use the connector. Since we use service accounts, we would also like to be able to see which user the connector is authenticating with.

Michele Dudzic 6 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 1 Open for voting

1 VOTE

Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.

Unknown Unknown 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

1 VOTE

View data in Panels without being in Edit Mode

Being able to view the data in a form, using panels, without being in edit mode prevents inadvertent loss of data or changes to data.

Michelle Caldwell 7 months ago in Nintex for SharePoint / Form controls 0

3 VOTE

Include Tags from NAC in Analytics Workflow List

It would be valuable for reporting to included Tags which can be assigned in NAC in the Analytics Dashboard Workflow listing

Jeff Hengesbach 7 months ago in Nintex Insights 0

1 VOTE

DocuSign Template Signature Fields

When I send a document for signing via DocuSign and use a template which has a signature field in a set location for signing, the signing fields does not show when sent to the receipient.

Nicholas Kotze 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 2 Not Planned

1 VOTE

DocuSign Template Custom Field Support

I want to be be able to use the DocuSign Get Signature event to use a Template in DocuSign to gather the receipients signature in a set location. The template has required fields that I want the workflow to respect and be able to populate. At the ...

Nicholas Kotze 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 2 Not Planned

1 VOTE

SharePoint Online query user by ID

Currently there is no way to query a user by ID. Having migrated a process from Workflow for 365, the list entry start object NAC gives me only has user ID available. Given this, being able to retrieve the rest of the user's details via ID would b...

Guest 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 2 Open for voting

5 VOTE

Glossary items show in the process summary, background and objectives

Glossary items don't show in the Process summary. This is confusing as the Summary is the first section of the Process/Procedure that you read. If you don't know the company acronyms you cannot work out what they mean unless you read into the proc...

Guest 7 months ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

Please enter your email address

FILTER BY CATEGORY