Nintex Ideas

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    Showing 223 of 2999

    Content version sharing type for Community user

    Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
    Guest over 4 years ago in Documents / Setup and Configuration 0 Under Review

    Override Review Date in Documents

    To adjust the date of the document for review instead of just the frequency. Uploading of the document does not match the footer within the document which removes alignment with ISO.
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    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 over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Mark a document as a favourite in the process map view

    A quick way to mark documents as a favourite would be if you could mark them in the Document tab in the map view.
    Kirsty about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Not Planned

    Document Upload - Order Process Group dropdown by Group rather than alphabetically

    It's currently impossible to work out which sub-group youll associate document to because of the way the drop down is sorted. Can we see this as SERVICE > Administration for example
    Guest about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    assign stakeholders to documents

    be able to assign stakeholders or additional people/roles that need notification of particular documents. Instead of having them as document owners or if document not assigned to a process. then when uploading have the ability to add in additional...
    Joanna Crighton over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned

    Permit Promasters to create more document types in Configure Documents

    We have a need to create a number of different document types. Promapp only allows us to edit 5 of the entries, but there are actually 8 in total. Can we be permitted to add as many document/link types as we deem required?
    Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Ability to view Map View on full screen

    At the moment, when viewing a process on Map view, the top banner (which shows the process name, and includes the buttons for giving feedback, printing, favourites and sharing) take up a fair bit of room on the screen. While we can zoom in and zoo...
    Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Add search function for the field tagger

    Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
    Chris Ben about 3 years ago in Documents / Document Automation 0 Open for voting

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting