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Showing 1973 of 1973

Custom Template Order

Would like to have the ability to customize the order of the templates using a drag and drop method.

Edit Email Body in Lightning Component

When using the Classic version (VisualForce page) I am able to edit the body of the email generated using Word to Email template functionality. We need this in the DocGen Lightning Component.

Allow anyone to view a workflow, but not make updates

We are in the early stages of using the Automation Cloud tool. There are a number of groups that would like to access other workflows to get ideas or to see how the workflow actually works (through Workflow Testing function), but they cannot unles...

Enhancements to PEOPLE fields for conditions

The only way to filter people fields on start events or query a list is through ID, which I have found no way to get ID in a workflow if this isn't originating from a SharePoint list item. The objective is simple: Query all list items where user i...

Allowing Systems tab to be viewable to all users.

We often are asked what Systems are or have been added in Process Manager. Currently, only BA and Promaster roles can see the Systems tab. We run the System Owner Report to share this although would like to have this setting in the Admin/Configura...
Jamie Nenahlo 17 days ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Only one instance at the same time

Be able to set up the workflow so that there is only one instance at a time. For an example of use : Let's imagine a component workflow that generate an incremental tracking number that must be unique. If two instances of the component WF are laun...

Document review periods determined by document type

We are starting to use the document review configuration to alert in the dashboard. Admin > Configure > Dashboard > Default document review frequency We have different review periods for documents based on the type eg Policy documents are...
Michelle 27 days ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Remove linked processes that I'm an owner of from my 'Processes I'm in list'

We've recently discovered that a process will appear in your 'Processes I'm in' list if you're a process owner of a process that is linked within it. We've even had an example where a process is appearing in someone's 'Processes I'm in' list becau...
Anna Dolan 3 months ago in Nintex Process Manager (formerly Promapp) / General 0 Under Review

Allow download of doc/file from Assuresign through service instance Document SmartObject

Currently, no functionality exists to allow the developer to download a document/file (signed or otherwise) in the existing OOTB SmartObjects created from an Assuresign service instance (NOP or Cloud). Similar functionality exists for DocuSign int...
Guest about 2 months ago in Nintex Automation On-Prem (formerly K2 Five) / Integration 1

Like the on-premise workflow, need the ability to compare previous value to current value of a column for conditional start of a workflow

Like the on-premise workflow, need the ability to compare previous value to current value of a column for conditional start of a workflow. 90% of our workflows use conditional start. Without this ability, we will not be able to move many of our wo...