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Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.

Brent Byhre 16 days ago in Documents / DocGen for Salesforce 0

1 VOTE

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...

Guest 17 days ago in Documents / DocGen for Salesforce 0

6 VOTE

SharePoint Online - Create a folder - Add check if it does exists

The action is used to create a folder, only if the folder does not already exist. If the folder already exists, the workflow fails. Ideas: - If the folder already exists, do not fail. - Add a parameter to indicate what to do if the fold...

Sophie Poirier 3 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Open for voting

6 VOTE

Restrict access to tasks to the assigned user

If the assigned user sends the form link to another user they are able to action the task. The assigned user should be the only person that can action the task unless it is delegated to someone else

Keelan Ennis 3 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 3 Already Exists

53 VOTE

Customize Process Manager Home Page

While there is some basic customization - addition of logo and an image, we would like to be able to customise the front page to better reflect how an organisation uses the system rather than be constrained by the fields and buttons that come out ...

Emma Levy over 2 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 0 Open for voting

58 VOTE

Ability to Unlock Smartforms, Forms, Views, etc...

We need to be able to unlock items that are checked out and/or locked for editing in the designer. If an individual has items locked and goes on vacation then this causes major issues - especially in K2 Cloud. There is the ability for the creator ...

Guest over 2 years ago in K2 Cloud 1

11 VOTE

Link/attach a document at the process level

We have situations where we have guides or information that would support the entire process however currently we are only able to link/attach the document at the activity level. It would be great to be able to link or attached a document in the s...

Kat Smith 6 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

51 VOTE

Add user view for promasters

Promasters are usually also users of the product. Our dashboard is cluttered up with notifications about processes we have nothing to do with in our business role. Add a view option so we can work as a standard user and switch to an admin view whe...

Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / User Management 5 Open for voting

2 VOTE

Allow Document Re-ordering in Document Manager

When creating an envelope, the Document Manager shows you all the documents in your workspace. However, the order is decided based on the order the documents were uploaded. It would be helpful if the order of documents could be changed, just like ...

Jenna Jentges about 1 month ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

35 VOTE

Ability to add more than one process link at a note

Sometimes it would be useful to be able to add more than one process link at a note.

Pamela Lynch over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

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