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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

1 VOTE

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 18 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 19 days ago in Documents / DocGen for Salesforce 0

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

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

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

125 VOTE

Delegation of Process Responsibilities

There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process

Guest almost 6 years ago in Nintex Process Manager (formerly Promapp) / General 7 Under Review

25 VOTE

Ability to delete Instance Start Data

Currently NAC allows purging of workflow instance as a whole at workflow level. We want a way to purge (delete) Instance Start Data but still keep the Instance activities data. This allows a way to delete any business data to be stored in NAC for ...

Guest about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Other 0 Open for voting

76 VOTE

Create PDF Rule of Completed Form

The ability from a form rule to create a PDF of the completed form. Often on submit customers want to save a copy of the completed form itself in PDF format to a document store for record keep purposes. Developers don't want to create a separate r...

Nicholas Kotze over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 11 Under Review

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

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