Nintex Ideas

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    Showing 272 of 2994

    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 6 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

    Generated Document Tag Management

    There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
    Guest over 1 year ago in Documents / Document Automation 0 Open for voting

    Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

    Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
    Brent Byhre 10 months ago in Documents / DocGen for Salesforce 0 Reported as bug

    Document Unique Name for templates to be carried over to Destination org during Migration

    The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
    Guest 10 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Block the download of video

    With proprietary videos specific to a business - the download of videos opens the possibility for the videos to 'get out' of the business. Being able to block the download function makes it a bit more difficult to do this.
    stewart.wiggins over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Email to case routing addresses

    Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
    Brent Byhre over 1 year ago in Documents / Lightning Experience 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 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Support indents, ordered lists in rich text fields when merging into Word

    Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
    Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    Remove original document links when transferred to new processes and process groups

    Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.
    Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

    Ability to separate image approvals from document approvals

    Ability to separate image approvals from document approvals. We had document approvals switched on, but found our approvers were getting inundated with approval requests for images, which are predominantly screenshots to attach to tasks. It would ...
    Guest about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Not Planned