Nintex Ideas

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    Showing 228 of 3009

    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

    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 almost 5 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 over 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

    Support for MS Office Smart Shapes / Smart Art

    When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Improved Document Approval Workflows

    Could the document approval workflow be improved to include a "Change Declined" Status that is only visible to Document Owners, Document Approvers, BA and Promasters? If a document approver rejects a document, the status of the document remains as...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    Password protect for docs

    No description provided
    Joshua Commins almost 2 years ago in Documents 0 Open for voting

    Add Documents tab on Group Overview

    It'd be great to have the Documents sub tab on the Group Overview tab. It would list all the documents attached in each of the processes added listed the overview mega process. Then you wouldn't have to drill down into each process to find a parti...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting