Nintex Ideas

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    Showing 197 of 2849

    Add Review Date for Improvement Module

    We would like a review period for Improvements similar to Risk and Process reviews. This is to ensure the improvement actions embedded as part of BAU are working as expected. When the review date comes up the Portfolio owner and Incident owner can...
    Jackie Paterson over 2 years ago in Nintex Process Manager (formerly Promapp) / Improvement Management 2 Not Planned

    Ability to choose SMS authentication method for DocuSign envelopes

    My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
    Guest over 2 years ago in Documents / 3rd Party Integration 1 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

    Process Improvement Recommendation

    Process Manager should provide process owners, experts, and Promasters with the ability to identify which processes are ready (most ideal) for improvement, regardless if that improvement is a process refactoring, adding automation, or incident man...
    Jonathan Butler about 1 year ago in Nintex Process Manager (formerly Promapp) / Improvement Management 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

    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

    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

    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

    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