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Documents can be added as generic items so users don't have to select a type first (and possibly choose the wrong type)

Currently when adding a document the user must first select a type. If they don't know the type then they may have to search several times before finding the document they need. A shortcut to add a document to a process would also be beneficial e....

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

9 VOTE

Risk - Assign Risks To A Role

I administer the Promapp Risks Module. Risk in the module can only be assigned to a person (name) not to a role. This means there is a lot of manual handling when someone leaves. Treatments can be assigned to a role – which works better because yo...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

9 VOTE

Improve how folder viewing permissions are managed

It's very difficult to set up viewing permissions... several steps that are tough to follow and remember. Plus even looking at the indented folder structure just below is nearly impossible to do with naked eye. Plus I think I saw inconsistencies i...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

1 VOTE

Residual risk rating appearance

The colour of the residual risk rating box can be set, but the text colour is always white. It is very hard to see this text against a lighter colour background (e.g. our Medium risks are yellow). Would be very helpful to be able to set the text c...

Andrea 7 months ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

2 VOTE

All processes - Explorer view

Would be great to navigate groups structure in explorer view - like MS Windows folders

Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 0 Open for voting

5 VOTE

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...

Guest about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

3 VOTE

Allow saving of filtered views of the NWC workflow dashboard

The default view of the workflows in my NWC tenant dashboard is unfiltered, so I see a lot of workflows in various stages of development and testing as well as the ones that are in production. I have created tags to apply as filters and this works...

Bruce Altner almost 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) 0 Open for voting

2 VOTE

search for org wide email addresses

We need the option to manually add a from email address in emails when generating document and sending an email.

Guest about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

9 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

8 VOTE

Export full list of checklist including any attached documents or comments

For projects and mega processes it would be great to be able to export a full list of the checklist(s) to quickly review comments or documents attached.

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) 0 Open for voting

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