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Nintex Ideas

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

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

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

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 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

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 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

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 5 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Use "Start with PDF" AI/OCR capabilities at runtime to extract data from PDF documents

The idea here is to extend the engine behind the "Start with PDF" feature to manage business cases at runtime. For example, we could have a workflow action named "Extract data from PDF", that would open a "mapper" like the one we have in the "Star...
Nicolas Martin 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

"Copy form data" should allow us to provide a link that allows other users to access and submit a new copy

I have a scenario where a user submits a form. The second level approver is a subject matter expert on the requests the form is used for, and often needs to make minor changes to the submission. However, the first level approver would need to weig...
Drew Johnston 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

Instance Retention - Additional Options

The recent addition of the instance retention is helpful. In many cases it's probably helpful to hang on to the instance data for a reasonable period of time after the instance wraps up, should there be a need to go back and validate particular de...
Nick W 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Runtime 0 Open for voting

Add a warning to Update items if no condition is specified

Many of us have learned the hard way that a condition is normally required when using the Update Items action since failure to do so results in the all items being updated. It would be so helpful and appreciated if there is a message warning that ...
Unknown Unknown 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting