Nintex Ideas

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Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
Guest 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

User Management - add roles search functionality

It would be very useful in the Manage Users screen when editing a User to add a Role to be able to have a search function for the role. In a large organisation this came be time consuming to currently scroll through the whole list of roles to find...
Gary Tibble 5 months ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

Indicate when a note or task exists within activity step

Ability to visually allow the reader to know that there is further detail under an activity like a task or note. Either by color of activity or some marker. Users do not inherently know to review the dialog box or procedure and may miss key inform...
Meghan Blue about 3 years ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

Add a Note in LEDD about "Relationships from other objects"

The Relationship from other objects section on standard objects automatically populate relationships that do not work and it is very confusing. Please make a note about these relationships in the Interface as these require Button parameters to wor...
Brent Byhre about 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Training Waiting List

As a training manager, often we are not in a position to schedule training for all delegates. It would be a great idea to have a 'waiting list' option. This would be for users who need the training, but it is not complete, scheduled, or overdue, b...
Bradley Parker 8 months ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

Ability to export data for NAC like the Workflow Tracking page

We would like to export the information on the Workflow Tracking but neither Insights or NAC allows us to do this.
CHAD MACKAY 6 months ago in Nintex Insights 0 Open for voting

Make attachment types visible in the document library

Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Setting the decimal place and format in currency fields for DocGen and email

Hi, Can we pull through the decimal places from the currency field when used in DocGen (And other actions such as send an email etc.). Currently I can show a field in a form with 2 decimal places (a salary for example) but when it comes to Doc Gen...
Andy Emery over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Other 0 Open for voting

Include process feedback (including star data) in the reporting API

Please can we include the process feedback reporting functionality within the reporting API. Currently, we have to export and amalgamate manual reports from Process Manager to the data we're extracting through the API. These additional steps could...
Hugh almost 2 years ago in Nintex Process Manager (formerly Promapp) / APIs / Process Feedback / Reporting 2 Open for voting

Ability to create new roles within the Add User function

I often need to add a large number of new users at a time. It is very time consuming, and I don't know if their role exists unless I have a separate screen open to search the roles, and then add new roles if needed.It would be a big time saver if ...
Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / User Management 4 Open for voting