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Showing 2221 of 2221

Connectors - Show which workflows are using a connector and the user the connection is created with

We use a lot of SharePoint Online connectors. We would also like to see the list of workflows that use the connector. Since we use service accounts, we would also like to be able to see which user the connector is authenticating with.
Michele Dudzic about 1 month ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 1 Open for voting

Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.
Unknown Unknown about 1 month ago in Nintex Process Manager (formerly Promapp) / Improvement add-on 0 Open for voting

View data in Panels without being in Edit Mode

Being able to view the data in a form, using panels, without being in edit mode prevents inadvertent loss of data or changes to data.
Michelle Caldwell about 1 month ago in Nintex for SharePoint / Form controls 0

Include Tags from NAC in Analytics Workflow List

It would be valuable for reporting to included Tags which can be assigned in NAC in the Analytics Dashboard Workflow listing
Jeff Hengesbach about 1 month ago in Nintex Insights 0

DocuSign Template Signature Fields

When I send a document for signing via DocuSign and use a template which has a signature field in a set location for signing, the signing fields does not show when sent to the receipient.
Nicholas Kotze about 1 month ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

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 1 month 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"...

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...