Nintex Ideas

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    Showing 223 of 2999

    Cannot filter Document report by Process Group

    Currently you can get a report of All Documents in the system but there is no easy way to filter these to high level Process group. You can export to Excel but then the Group column does not list by high level Process group. You have to select eac...
    Unknown Unknown 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Documents Tagging

    Is there a way to tag a single document separately for individual processes even if it is added to multiple processes, so that changes made in one process do not affect the others?
    Guest 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    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 over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Use AI to analyse the details within the documented process and auto-popuate or at least suggest relevant tags to add

    No description provided
    Kylie Hainke over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Filter documents list report with search tags and groups

    Please can you add filter options to the document list report, and a way of excluding images from the list. Thanks
    Michelle about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned

    Support SSO users for Authorization and Migration

    Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
    Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Support Knowledge RichText Field image resizing

    Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
    Guest over 9 years ago in Documents / Document Automation 1 Planned

    Enable deep links into documents.

    Where a document has individual sections that relate to different processes it would be very useful to be able to link directly to the relevant material. This would enable a single source of truth to be maintained in one place but give ease of acc...
    Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting