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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

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

1 VOTE

Add a delete icon on the menu bar of the workflow designer.

At the moment you delete a NAC workflow from the workflow section of the automate tab by using the ellipsis next to a workflow name.This can sometimes feel a bit iffy if you are deleting a workflow in the middle of other workflows. You think to yo...

Simon Muntz 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1

2 VOTE

Move draft process to a new group without publishing the process

When you have responsibilities change across a large organisation, the grouping of a process may change. Sometimes a draft process may only be part way through completion. Currently we have to leave the process in the incorrect grouping until it i...

Guest 7 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Planned

2 VOTE

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 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

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