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Auto-refresh for My Nintex tasks

My Nintex currently does not refresh automatically. New tasks and workflow status updates only appear after manually refreshing the page or switching between sections. For users who work with time-sensitive processes or rely on My Nintex to track ...

NICOLAS CALDERON 16 days ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 0

1 VOTE

Filename Preview for Formulas

I would like to suggest a preview window for formulas in the filename. I have a botflow that saves an Excel file that has been updated with today's date. Since we can't use a slash "\" in the filename I use a period, i.e. 12.05.25. In order to acc...

Alan Ward 16 days ago in Nintex RPA LE 0

1 VOTE

Email Templates for Branding & Compliance

We need a way to enforce email templates for send an email actions and tasks. As an admin, we should be able to force/mandate what emails look like that are being configured across all workflows etc. We'd want multiple "templates" for users to pic...

Brandi Woodson 16 days ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 0 Open for voting

12 VOTE

HTML email templates with SF email

Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...

Natsumi Shiraiwa 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Workflow reuse across sites

The customer has a SharePoint site structure where multiple subsites use identical lists (“Pages,” “Documents,” and “History”), all with the same schema, permissions, and functionality. They want to develop a single workflow and form that can be r...

Nicholas Kotze 17 days ago in K2 / K2 for SharePoint 1

1 VOTE

Option to print/export latest Process version, regardless of Published/Unpublished

Currently when bulk printing/exporting, the published process version is output. Unpublished process versions can only be printed/exported one-by-one. It would be helpful with a feature where one can choose to print/export the latest existing vers...

Guest 18 days ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

65 VOTE

A "checkout" function is needed in Process Manager/Promapp

If two contributors edit a process at the same time, there is no indication of a conflict until you save and get an error saying you can't save because you're not in the current version. An automatic checkout when you start editing, and an error r...

TonyaJean almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 4 Open for voting

19 VOTE

Dashboard to immediately display actions rather than being hidden/accessible via clickthrough

Revert back to previous MyDashboard view, where the choice of actions are displayed immediately on the right hand side, rather than having to click on the three dots on the right (which are currently not labelled) to then choose the action require...

Tas Fountis 10 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Not Planned

64 VOTE

make possible to copy rules in smartforms designer

when implementing complex logic in rule, it would be very helpful to copy an existing rule into a new rule and change it after

Steffen Schmidt almost 3 years ago in K2 / SmartForms 5 Started

4 VOTE

Nth Weekday and First Weekday After scheduling options in RPAC

A lot of institutions schedule processes around non-calendar schedules such as "Second Tuesday of the month" or "The 5th of the month, or the first Monday after". Currently scheduling these types of bots means having to do manual date calculations...

Josiah Alderden 2 months ago in Nintex RPA LE 0

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