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Search Keyword added & a configurale report using Keywords

Context: 1. Overall, when in the initial dashboard(see below fig 1:), our people should be able to quickly search off the Dashboard (or using the top right search window) for a “Keyword” (in this case will be for an example, the keyword – “Respo...
Unknown Unknown almost 6 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 1 Open for voting

Give Priority Rating to Process

Whilst we can override the review date of processes, it would be beneficial if we could show a priority rating for a process at a glance. We have to use the matrix to work out the prioritisation criteria of a process (low, medium or high) so why n...
Alison almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

Envelope Search for Simple Setup Templates

Currently, the "Envelope Template" box only populates with Classic Envelope Templates and not Simple Setup Templates in running Envelope Search reports. Most of our company's templates require more than 1 document, so we have to use Simple Setup T...

Support integration with Google Tag Manager and/or Hotjar

The way a process is mapped/documented in Promapp has a direct impact on usability and adoption of processes. One approach to testing different process designs is to perform A/B Testing (What is A/B Testing? A Practical Guide With Examples | VWO) ...
Samuel Camacho about 3 years ago in Nintex Process Manager (formerly Promapp) / Integrations 0 Open for voting

Workflow instance dashboard - exported data based on filter

Currently when export data from workflow dashboard, the exported data is based on the filter selected. However this is not the case for workflow instance dashboard. For workflow instance dashboard, the filter applied to the chart and list, but not...
Guest about 3 years ago in Nintex Insights 0 Open for voting

Ability for Promasters to add/remove user profile pictures.

Should a user add objectionable image as profile picture, we are currently powerless to remove it and can only remove their entire account.
Guest about 6 years ago in Nintex Process Manager (formerly Promapp) / User Management 1 Not Planned

The ability to print / export to PDF Checklists

Checklist can sometimes be an important part of a process and as such the actual checklist itself may need to be archived and registered into a Document Management System once completed
Dan Stoll about 6 years ago in Nintex Process Manager (formerly Promapp) / Checklists 1 Open for voting

Add Feature To Start Envelope And Save Without Sending

Currently, there is no way to start an envelope, save it, and return to it later to finish reviewing and sending. You can kind of do this in the AssureSign workspace, which retains your current work until you send it or clear the workspace, but th...
Jenna Jentges about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

Remove context browser settings in Default filter option

As per part of development activity, we observed that the business user can able to view the context browser details. User should not view the context browser. We didn't any option to disable or remove this section.
Santhosh Krishnan about 3 years ago in K2 Cloud 0