Nintex Ideas

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    Showing 226 of 2849

    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 about 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Bulk delete/archive of Risks

    We have a large number of outdated risks that are no longer relevant. Bulk archiving would be very useful as opposed to the amount of time it takes to delete individual risks.
    Lesley Steeples about 3 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

    Add "Import" functionality to Improvement add-on

    Similar to the Risk Module, there should be an option to import improvements following a template. We have the need with our quality and compliance team to upload "history" to Promapp and the only way we are able to do this is manually one by one,...
    Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Improvement Management 6 Open for voting

    Risk - Assign Risks To A Role

    I administer the Promapp Risks Module. Risk in the module can only be assigned to a person (name) not to a role. This means there is a lot of manual handling when someone leaves. Treatments can be assigned to a role – which works better because yo...
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 1 Open for voting

    Risk Review dates

    As we can determine the control assessment due date individually in the Risk module, I would like to be able to determine the risk review date individually. Not all risk reviews are due at the same time. To give a person this flexibility opens the...
    Annette over 6 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

    Preview document in browser

    Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
    Guest about 7 years ago in Documents / Document Automation 1 Under Review

    Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
    Guest over 6 years ago in Documents / DDP Management and Creation 0 Open for voting

    Improvements Module

    There should be the ability for the system to email the assigned users when actions are due rather than have them appear on their dashboard - this is a major issue for us. The Improvements add-on could be a brilliant tool if the the somewhat restr...
    Alison over 3 years ago in Nintex Process Manager (formerly Promapp) / Improvement Management 0 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

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