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Nintex Ideas

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Showing 2236 of 2236

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 about 2 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

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...

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 about 2 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

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 about 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

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...

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 about 2 months ago in Nintex Process Manager (formerly Promapp) 0 Planned

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

"Copy form data" should allow us to provide a link that allows other users to access and submit a new copy

I have a scenario where a user submits a form. The second level approver is a subject matter expert on the requests the form is used for, and often needs to make minor changes to the submission. However, the first level approver would need to weig...
Drew Johnston 2 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

Search on document conent

Enable searching on document content, not just on the title/metadata. Support: Promapp only searches the title and other metadata entered into Promapp when uploading the Document. Not the Document contents. Feedback: this is the single biggest...
Guest 2 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Planned

Instance Retention - Additional Options

The recent addition of the instance retention is helpful. In many cases it's probably helpful to hang on to the instance data for a reasonable period of time after the instance wraps up, should there be a need to go back and validate particular de...
Nick W 2 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Runtime 0 Open for voting