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Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
Jayashankar Ganji 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

Option to open each task(CTRL+click) in a new window from https://*workflowcloud.com/dashboard/my/tasks

to allow the opening these tasks in new window from my/tasks. User should be able to bookmark my/tasks with query filter, or my/tasks page with filter keywords can be formed /opened directly(e.g. https://*workflowcloud.com/dashboard/my/tasks?searc...
ram pawar about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

Automate role changes and exits

Updating roles for users and reassigning tasks takes significant time by the Promasters. Could automation be built into Promapp allowing quicker position changes? Maybe an excel import that updates employee's assigned roles and deactivates other...
Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 5 Open for voting

Reporting document reviews

You can run a report for process reviews due but not for documents and we would find this very useful.
Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents / Reporting 9 Open for voting

Setting the decimal place and format in currency fields for DocGen and email

Hi, Can we pull through the decimal places from the currency field when used in DocGen (And other actions such as send an email etc.). Currently I can show a field in a form with 2 decimal places (a salary for example) but when it comes to Doc Gen...
Andy Emery about 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Other 0 Open for voting

Enhance Email and Communication Options (Configure) – Some users do not log in to Promapp daily.

* When new training is assigned to a job role by the Promaster or Supervisor, and an email notification is sent to all users under that role; * When a review date is approaching or due, with email notifications sent to the Process Owner and Expert...
Guest 6 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Ability to export the Groups structure

To enable an audit of the Groups structure it would be great to have the ability to export that structure out of Promapp and into Excel for example. The export could look something like the attached screenshot.
Gary Tibble over 6 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

Reporting API for all Change Log events

Currently, dates for approval submission, approval and publish are only visible in the individual process change logs. It would be beneficial to have a report on Process submission, approval and publish dates (better if included in API). This woul...
Unknown Unknown about 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting 1 Open for voting

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting