Nintex Ideas

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    Showing 228 of 3009

    Browse function available in Chrome

    In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the wind...
    kathleen over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest over 4 years ago in Documents / Lightning Experience 0 Open for voting

    Allow LWC tabs to be optional

    There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
    Lauren K over 1 year ago in Documents / UX/UI 0 Open for voting

    Able to select multiple documents when attaching to an activity/element

    Today when you attach documents to a procedure activity or model element you can select one document at a time. Since the documents are already in the Nintex Documents Library it should be possible to select multiple documents at the same time rat...
    Evgenios Efthymiou over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 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

    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

    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 over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned

    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

    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 10 months 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