Ideas

Showing 290 of 2850

Allow the option to exclude documents in search results from Promapp to Sharepoint

When storing documents in a sharepoint environment and linking into a promapp process, allow to exclusion of those linked documents when integrating into sharepoint search results. The inability to exclude this results in duplicated results when r...

Keisha Czysz over 4 years ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

5 VOTE

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...

Guest about 2 years ago in Documents / DDP Management and Creation 0 Under Review

9 VOTE

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest almost 4 years ago in Documents / Lightning Experience 2 Open for voting

3 VOTE

Open files in browser

Promapp does not currently have the option to open files in a web browser. Could we please have this option enabled?

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery about 2 years ago in Documents / Document Automation 0 Open for voting

3 VOTE

Printing option in Word Doc Format

Have the ability to print a process in a word doc format as well as PDF. Word doc format would enable broader collaboration amongst team members particularly when auditing processes

Kirstin Austen over 1 year ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

8 VOTE

System Tag Re-indexing - go beyond just the tag to the system but to the references in the process itself.

We recently Re-indexed our the name and definition of an CRM we sunset recently with the name of the new CRM we implemented. While the tags on th particular Activities changed, the utterances or references within th process content itself did not ...

Srinee over 3 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

3 VOTE

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

11 VOTE

Set default print options

It would be great to set default print options for the company to have a standard when generating a PDF for a process. As a Promaster I can set the default print options to what the company agrees on e.g. Flowchat ticked, Timeframe unticked, Colum...

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

3 VOTE

Disable archived processes from appearing in Onboardings

New onboardings are being given archived processes to view as the archived processes still contain the roles for the tasks. As I don't wish to delete many of the processes permanently, to remove the role requires restoring the process, editing, re...

Jocelyn Wallace over 1 year ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

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