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Nintex Ideas

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Showing 3002 of 3002

Show the workflow designer is open by a user

Identify workflows that are currently locked / being edited / opened by a user so that work does not get overwritten. Also show who is editing and how long it has been open. This has been an issue where work has gotten overwritten.
Kerrie Boyd almost 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 2 Not Planned

Add support for Excel as a data source in OneDrive via graph API

Add support for the OneDrive document interaction graph API, specifically for excel documents as an option to add support for excel as a data source. currently the only options are to use a 3rd party service to convert to a json at cost or use goo...
Guest over 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Xtensions 1 Not Planned

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
Brent Byhre 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

Allowing signers to see attachments before the envelope is complete

It would be useful to allow signers to see attachments before an envelope is complete so that those attachments can be used for things like user verification or as backup information before signing. For example, if the initial signer needs to veri...

Additional Connection Details - Account information

For your configured Connections - Ability to see which account was used for the connection. You can see this for some connectors that have basic authentication, but for an oauth connector you can't see this as the only information you configure is...
Guest almost 5 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Connectors 2 Not Planned

Change system list requirements to allow spaces in the system names

Currently system names can only contain alphanumeric, hyphen, and underscore characters. Spaces can be included in system tags, however, it is the system NAME that is used if a system is assigned to created a swimlane. This means that system names...
Henrietta Farr over 5 years ago in Nintex Process Manager (formerly Promapp) / General 5 Open for voting

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 almost 4 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Notifications for Reviews

Recommend adding a configuration option to email owners and experts when a process requires review with the ability to set an advance notice (e.g. an email notification to be sent 1 week or 1 month in advance of a review due date).
Guest almost 7 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

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

Azure AD groups selectable

Within NAC you can create a Azure AD connection But when we use this connection within a form with the "people" form control we only can retrieve users. When we use the connection within data sources then we can only filter users. There are reason...
Brandi Woodson almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Connectors 0