Ideas

Showing 307 of 2877

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...

Guest almost 4 years ago in Documents / Lightning Experience 2 Open for voting

5 VOTE

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

2 VOTE

Surface all invalid elements in Process Models in a Side panel

When importing external process files that were created outside of Nintex Process Manager, it would be useful to find and quickly navigate to any elements that are in an invalid state so that they can be corrected / updated by the model designer. ...

Evgenios Efthymiou 11 months ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery over 2 years ago in Documents / Document Automation 0 Open for voting

14 VOTE

Output Filename format for Single or Multi Document Output

If a package produces a single document the output filename will adhere to the 'Output Filename' field format. If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Out...

Guest over 6 years ago in Documents / DDP Management and Creation 2 Open for voting

7 VOTE

Create a Power BI connector for the Risk module in Promapp

Although the risk reporting in Promapp is reasonable, it would be preferable to connect the underlying data to develop more flexible bespoke reporting within Power BI

Laurie Kanizaj over 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting / Risk and Compliance Management 0 Open for voting

2 VOTE

Export Report on Trainees within a training unit with status

Would be great if we could export the user level data for training units to see which users have / have not completed their training.

Jonathan Butler 11 months ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management / Reporting 0 Open for voting

13 VOTE

Allow risk sign off via the risk register

On the My Risk dashboard view, the treatment owners can only see their treatment and not the full risk detail. Some have the ability to click through to the details on the risk register which is helpful (if they have access) but they cannot sign o...

Damian Light about 6 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 2 Open for voting

3 VOTE

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 1 Open for voting

4 VOTE

Support Attaching and merging Secure or Password Protected Documents

Support Attaching and merging Secure or Password Protected Documents as they are currently not supported

Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

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