Nintex Ideas

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    Showing 218 of 2849

    Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

    There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other wor...
    Kumar Krishnan over 3 years ago in Documents / Setup and Configuration 0 Open for voting

    Build API into Drawloop that can be called by using apex only

    It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...
    Guest almost 4 years ago in Documents / Document Automation 1 Open for voting

    Allow Opportunity Contact Role to serve as starting object

    Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.
    Guest about 4 years ago in Documents / DDP Management and Creation 0 Open for voting

    Support the option to open up the Word, Excek, PowerPoint and PDF document when clicking on a Document inside a process.

    Support the option to open up the Word, Excek, PowerPoint and PDF document when clicking on a Document inside a process.
    Guest about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Track in progress changes in Promapp reports

    Provide an additional field to apply to Promapp reports that track changes made to the owners/experts of processes and documents. Not tracking these changes makes it difficult to provide change of ownership proof to external organisations that app...
    Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    export document tag list

    we would like to export a csv file of the document tags as a reference point for the document owners to allocate tags consistently.
    Michelle over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    document search tag

    When linking an existing document can we have functionality added to let us refine our search of those existing links by tags or systems they're associated with? We have many different business units (BU) using Promapp so there are hundreds of doc...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Be Able to Search for Documents / Processes by Reference Number

    to diversify the way that documents and processes can be searched. can it be made possible to make them searchable by the reference number? not only in the search bar, but when you need to 'attach existing document to a process? Thanks
    James Hemming over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting