Ideas

Showing 208 of 2850

Instances should allow filter by user

The inclusion of [User] as a filter, or even being included in the list details, would massively help us track problem instances and resolve/terminate them. For some of my forms, we've had issues with incomplete AD details. As a result, many workf...

alan_fire over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

5 VOTE

Workflow Tracking pause total

Now that run status 'pause' exists, please add a Pause total box along with the other total boxes (Running, Completed, Failed...) in Workflow Tracking.

Kristen Brown about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 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 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 6 months ago in Documents / Lightning Experience 1 Reported as bug

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

5 VOTE

Option to open each task(CTRL+click) in a new window from https://*workflowcloud.com/dashboard/my/tasks

to allow the opening these tasks in new window from my/tasks. User should be able to bookmark my/tasks with query filter, or my/tasks page with filter keywords can be formed /opened directly(e.g. https://*workflowcloud.com/dashboard/my/tasks?searc...

ram pawar about 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

38 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

3 VOTE

Enhanced and correct way of filtering my tasks in the dashboard

While using the Nintex Automation Cloud dashboard to view tasks via /dashboard/my/tasks, we observed unexpected behavior when filtering tasks by different states. We would like to request an enhancement to improve the filtering logic and provide a...

Niklas Grethler 9 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0

9 VOTE

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.

Guest over 2 years ago in Documents 0 Open for voting

9 VOTE

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...

Guest over 2 years ago in Documents / 3rd Party Integration 1 Open for voting

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