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Nintex Ideas

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Template Import File Validation "Select All" option

In cases where we import a template into the live environment from the sandbox environment, there is always a validation error because the webhooks already exist in the live environment. Given that our dev team has 11 environments with correspondi...
Guest almost 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

Support of Lookup field additional columns

From a lookup field settings, it's possible to add additional columns to show each of these according to the selected item.On SharePoint Online these additional columns are available and can be displayed for instance in a list view.At the moment, ...
Patrick almost 3 years ago in Nintex for Office 365 / Form Filling Experience 1 Not Planned

Nintex Automation Cloud Integration for Salesforce

Add NAC Connector and actions capabilities like "start Workflow" and "assign task" to Skuid SFX
Anna Tadros over 1 year ago in Nintex Apps / Nintex Apps for Salesforce 0

Webhook Design Templates

While we currently are able to create Email Design sets that will apply a specific set of Email notifications to templates, I believe having that functionality for Webhooks/DocumentTRAK would be extremely beneficial due to using the same webhooks ...
Guest almost 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

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...

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

Allow Account To Change To Sub-Account

I would like the ability to move an already existing Account underneath another Account. Currently, I can only create new Sub-Accounts within an Account. There is not a way to re-arrange the account structure for Accounts that already exist. For e...
Jenna Jentges about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Account Administration 0

Allow smart action to process the action on any line of the email body

Allow the smart action to be able to read the action to be taken on any line in the email and process the action accordingly. Do not restrict to the first line of the email body.
Guest about 3 years ago in K2 / Workflow 0

Designer - Visibility of Locked Workflows

Using the My Items section in Designer, I can view all Forms and Views that are checked out to myself, and therefore manage them easily. You do not have the same visibility of Workflows that are locked to myself, so I have to click through the ent...
Mark Hogben about 3 years ago in K2 Cloud / Other 0