Nintex Ideas

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    Showing 219 of 3009

    Search and sorting capabilities NWC

    Search by task name (being able to define the search options. Like what shows in the drop down for users to search by) Search by fields in form (similar to first bullet – being able to search against fields in the form and then we can pick from a ...
    Sabah N about 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

    Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

    We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...
    Guest about 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Enhanced documentation regarding aligning radio buttons from secure fields in the templates

    There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.
    Guest about 2 months ago in Documents / DocGen for Salesforce 0

    Task List in My Nintex should refresh after a task is completed

    The Task List in My Nintex (NWC) does not refresh once you have completed a task. It would be very helpful to have a refresh button on this page like we have on the Task List in the Automate section of NWC. See pics attached.
    Diane about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 2 Not Planned

    Pass SFDC flow variables to DocGen Form Fields

    Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...
    Haley Walsh 8 months ago in Documents / Lightning Experience 0 Open for voting

    Allow access to emails that are sent by Nintex per workflow instance

    Because we can't send emails from our own domain, we are unable to see a log of what emails are sent during workflow's instance. We're especially interested in a log of the task emails and their reminders and escalation emails. We can assume they ...
    Sara Muth about 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 3 Open for voting

    Delegate Tasks from Tasks Dashboard

    Administrators should have the ability to delegate tasks from the Tasks dashboard (under Automate). Currently, there's only the "Complete Task" option under the Response column. It seems like an excessive amount of clicks to go to My Nintex > W...
    Tyler over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

    Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
    Guest over 9 years ago in Documents / DDP Management and Creation 12 Not Planned

    Add URL/Connection column to Connections list

    We expect to have many connections in our tenant and need the ability to sort and filter by URL/Connection information. Having to look at connections individually one-by-one is not efficient/practical.
    Ned Humphreys over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

    Refresh dashboard

    Please can the dashboard be refreshed automatically after a task is completed. Otherwise, the user can get confused as to which task they have completed and which are still left to complete. The user-experience is somewhat lacking in this area.
    Guest almost 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting