Nintex Ideas

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    Showing 317 of 2850

    Enable "Reference Number" in document properties to be a separate metadata parameter

    There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
    Catherine Chan 4 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Email configured in DocGen Packages to have a format

    Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
    Guest about 1 year ago in Documents / Lightning Experience 0 Open for voting

    Add ability to convert tasks or activities to notes

    Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
    Belinda Pitt over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    Search on document conent

    Enable searching on document content, not just on the title/metadata. Support: Promapp only searches the title and other metadata entered into Promapp when uploading the Document. Not the Document contents. Feedback: this is the single biggest...
    Guest about 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Support nintex eSign delivery option in the nintex Preview DocGen Component

    Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
    Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

    Linking roles to a Team created in Users

    When an activity has more than 6 roles attached to it, the only option is to create a team to cover the relevant roles. However, when you have numerous individuals attached to that team, it makes it a administrative burden to constantly monitor an...
    Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing / User Management 0 Open for voting

    Excel as Middleware Tags available for DocGen Package Template Conditions

    Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Ability to attach file back for community users

    After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
    Xuemei Ma over 2 years ago in Documents / Salesforce 1 1 Open for voting

    Ability to add timeframe across activities.

    Allow a number of days etc. to be prescribed over multiple activities so that an overarching timeline can be allocated. For example from activity 1 through to 10 takes 30 days.
    Guest almost 6 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 2 Not Planned

    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