All ideas

Remove original document links when transferred to new processes and process groups

Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.

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

5 VOTE

Change Dashboard Column heading from 'out of date processes' to 'Processes overdue for review'

The Governance page of the Dashboard shows the process statistics for the organisation in 6 columns. The 3rd column is titled "OUT OF DATE PROCESSES". It would be more accurate to title this column "PROCESSES OVERDUE FOR REVIEW". The processes hav...

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / General 3 Open for voting

1 VOTE

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 12 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

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 about 1 year ago in Documents / DocGen for Salesforce 0 Open for voting

4 VOTE

Nintex Workflow Cloud Form Start Event - Parselookup or Data Source Options

We need the ability to lookup values in other SharePoint lists on the tenant. There has to be something that can be developed within NWC to make this functionality available for form data input. We created a data source in a NWC form but it only a...

Brandi Woodson about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 2 Open for voting

2 VOTE

Configuration for creating dependencies on save vs. publish

Currently dependencies between records, such as roles, documents, tags, or users, are only fully established when a process is published. There should be an admin configuration setting that allows the site's promaster to determine if the dependenc...

Jonathan Butler about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

3 VOTE

Allow read-only workflow process review

Is there a way to open a workflow process in read-only mode? I don't want auto-save to be on when just doing a review of the workflow process. Prevents inadvertent changes. Preserves the actual last change date.

Peter Yao about 3 years ago in K2 / Workflow 1

2 VOTE

Component Variant defaults on Containers

Since we don't have the benefit of css Classes to change the style characteristics of groups of elements, it would be nice to set the default variant of all components in a container(wrapper, responsive grid, deck) to a base variant. For instance,...

Greg Smith about 2 years ago in Nintex Apps 0

2 VOTE

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 2 years ago in Documents / Setup and Configuration 1 Open for voting

5 VOTE

Allows to Capture Details of Unexpected/ Unknown Error(Error Description) in an Error Task

If a bot encounters an error due to an unexpected condition or exceptions during execution, the bot will be failed to complete the task. The Error handler Action facilitates features to perform set of actions which is used to handle an exception. ...

Guest about 5 years ago in Nintex RPA LE 1 Under Review

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