Nintex Ideas

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    Showing 285 of 3010

    Improve how folder viewing permissions are managed

    It's very difficult to set up viewing permissions... several steps that are tough to follow and remember. Plus even looking at the indented folder structure just below is nearly impossible to do with naked eye. Plus I think I saw inconsistencies i...
    Guest almost 7 years ago in Nintex Process Manager (formerly Promapp) / General 2 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

    Automatically populate Process Experts and Process Owners from processes in system

    It would be really handy (and really easy to manage) if Promapp was able to automatically populate the roles of Process Experts and Process Owners from the processes where they are referenced. For example, if I'm the Process Owner for Process X, I...
    Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / General / User Management 2 Open for voting

    Have different branding options for different group of processes

    Hello, we use brands for e.g. our project management framework, including a logo. Therefore it would be great to have different 'branding options', so we can e.g. include the project management logo into all related processes.This is quite importa...
    Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / General 1 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

    Suggested Processes > Enable alerts or add to owner/expert/champion dashboard

    When a user suggests a process for another team to write, it would be ideal if the suggested Expert/Owner received an email alert so they can review. Alternatively, the suggested process is added to the Owner/Expert dashboards. IF an expert/owner...
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

    Support SSO users for Authorization and Migration

    Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
    Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben over 3 years ago in Documents / Document Automation 1 Open for voting

    Support Knowledge RichText Field image resizing

    Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting