Nintex Ideas

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Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Brent Byhre 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Open for voting

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
Brent Byhre 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Moved documents remain in original folder/s - have to be manually moved

Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...
Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Allow the Microsoft Excel connector to work with SharePoint online libraries

Currently the NWC Microsoft Excel connector is limited to only work with files stored in OneDrive.This needs to be an enterprise level connector that allows for excel files stored in SharePoint online document libraries.Please extend the capabilit...
Gavin Adams over 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 2 Open for voting

Highlight unconfigured actions in the Task Form

When reviewing unconfigured actions, specifically a Task Form, the user is not directed to which field needs to be configured. Is it possible to highlight this to the user?
Gareth Schroder 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 3 Open for voting

Allow process publish without notifying everyone....

Sometimes, even with the best reviews in the world, some processes get published with annoying typos etc. Would be great if there was way to publish these without notifying everyone just if correcting grammar etc. Sending out constant updates to p...
Mark Jamieson about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

Disable 'Submit for Approval' while @TODO items are present

There are instances when process editors overlook resolving @TODO items prior to submitting processes for approval. It would be helpful if the system could prevent the submission of processes while there are unresolved @TODO items present. Perhaps...
Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / General 5 Open for voting

Auto generate combined process map

One of the major strength's of Promapp is the ability to connect individual processes to show the bigger picture and create context. To help create this, some of our teams are creating 'overview' processes which are made up of Process Links (no ad...
Damian Light over 5 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Dashboard on the Home Page - needs to be configurable

Currently a maximum of 8 tiles are visible on the Home page Dashboard. Incident and Training tiles always display (even if the item count = 0). Because the tiles are restricted to 8 only, sometimes valid tiles (that should be displayed, because th...
Guest 9 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting