Ideas

Showing 244 of 2849

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...

Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

13 VOTE

Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documen...

Guest about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

14 VOTE

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

6 VOTE

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

10 VOTE

K2 Workflow REST API Authenticate using Windows Credentials

It appears, from Nintex documentation, that the K2 Workflow REST API only supports Basic authentication and OAuth authentication. We have the requirement to be able to start a workflow via our own REST API, calling the K2 Workflow REST API by usin...

Guest over 3 years ago in K2 Cloud / Workflow 0

1 VOTE

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest 4 months ago in Documents / Nintex DocGen 0 Open for voting

15 VOTE

Document Views Report

As Administrator of our system, I am looking for another report: Document searches / views. It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

7 VOTE

Customize system popups such as Errors

When a message pops up it would be nice if we could customize them so users can understand what they mean. This error message occurs when someone tries to open a task that has already been completed (through email link), the error message doesn’t ...

Amy Daniels over 2 years ago in K2 Cloud / Workflow 0

7 VOTE

Allow download of doc/file from Assuresign through service instance Document SmartObject

Currently, no functionality exists to allow the developer to download a document/file (signed or otherwise) in the existing OOTB SmartObjects created from an Assuresign service instance (NOP or Cloud). Similar functionality exists for DocuSign int...

Jered Leisey over 2 years ago in K2 / Integration 1

2 VOTE

Add workflowInstanceDataFields and others nodes for API Tasks method

Currently, in 5.8, it's not possible to get the list of Datafield in the current operation 'Tasks' Step to see it: A) Activate Workflow REST B) Go to this URL: https://nintex.k2test.com/api/workflow/preview/swagger/index#!/Tasks or https://nintex....

mazhar mohammad 10 months ago in K2 / Integration 0

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