Nintex Ideas

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    Showing 218 of 2850

    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

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben almost 3 years ago in Documents / Document Automation 1 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 almost 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned

    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

    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

    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

    Add Last Calendar Year and Academic year values under generic fields on Field Tagger

    No description provided
    Guest over 1 year ago in Documents / UX/UI 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

    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 about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

    Stop trigger approval workflow when attahment upload/revise in process in edit view

    Based on the Promapp setting, uploading attachments (mainly for working instruction) in a process in edit view will trigger approval process. Different from uploading documents directly in Document negivation bar to go through approval process, a...
    Fenny Feng over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting