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edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...
Rakesh Amradi 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Allow saving of filtered views of the NWC workflow dashboard

The default view of the workflows in my NWC tenant dashboard is unfiltered, so I see a lot of workflows in various stages of development and testing as well as the ones that are in production. I have created tags to apply as filters and this works...
Bruce Altner almost 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) 0 Open for voting

'Send an email' via Microsoft Exchange Online Action to support multiple addresses.

The Send an email, using Exchange needs to support more that one email address! it's next to useless if you can not construct a delimited list of email addresses...
Russ Hancock 8 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Print option for Beta Process Model

That we have an option to print it with criteria similar to printing processes - with control statement in footnotes and in pdf colour options.
Anita SAVELIO over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting

Add "Filter by Team & Location" Option to Onboarding Plans list

It would be useful to be able to filter the list of Onboarding Plans by Team/Location, as is currently available on the Training Units and Competency Units Tabs. This will allow supervisors to see the Onboarding Plans for all of their team regardl...
Rachael Farrimond over 1 year ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

Process Group Report

As a partner running health checks for customers, one of the things we report on is the health of their process group structure. Only being able to identify groups that have processes in them using reports provides a gap in our knowledge that has ...
Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Ability to customize the acknowledgement message

The email message sent out when a process/policy needs to be acknowledged is generic to process and rather unofficial. Our legal/compliance team wants to use the acknowledgement function. Since the message is inadequate, they will likely pursue an...
TonyaJean over 1 year ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

Improve Documents report

Create a report where we can know how many times and date when documents are clicked on or downloaded
Madelina Baena about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
Chris Ben about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

Grant risk viewing rights to all risk and treatment owners

Risk and risk treatments can be assigned to users who don't have access to see the risk or treatment. Making someone a risk or treatment owner should automatically grant them access to see that risk and it's treatments without requiring access t...
Damian Light over 5 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting