Ideas

Showing 272 of 2994

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...

Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

3 VOTE

Document process group selection needs to be clear

Since the recent update to Process Manager a number of issues have arisen. One of these is an issue that occurs when attempting to select the process group that a document sits within. When you attempt to select a process group it appears to just ...

Emily Cumberland about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

9 VOTE

Report to enable My Reviews for overdue documents.

We have many overdue documents for review. I tried to find a report so we could filter to determine who needs to take action. As this is not currently an option this information has been copied manually from Promapp and put onto an excel page but ...

Unknown Unknown about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

13 VOTE

Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documen...

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 8 months ago in Documents / Lightning Experience 1 Reported as bug

14 VOTE

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

8 VOTE

Ability to attach file back for community users

After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.

Xuemei Ma almost 3 years ago in Documents / Salesforce 1 1 Open for voting

4 VOTE

Email configured in DocGen Packages to have a format

Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.

Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting

16 VOTE

Document Views Report

As Administrator of our system, I am looking for another report: Document searches / views. It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)

Guest almost 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

5 VOTE

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

Brent Byhre almost 2 years ago in Documents / Setup and Configuration 1 Open for voting

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