Nintex Ideas

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    Showing 184 of 2956

    Batch Document Generation

    Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
    Andy Emery over 2 years ago in Documents / Document Automation 0 Open for voting

    Conditionally hide text

    This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
    Chris Ben about 3 years ago in Documents / Document Automation 1 Open for voting

    Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
    Guest over 9 years ago in Documents / Document Automation 1 Planned

    Show approvers in ''Submit for Approval" dialogue

    When sending a process for approval, the user can enter a short explanation of what has changed and why. Understanding your audience is key but there is nothing on this screen to show who the approvers are. To identify the approver the user has to...
    Damian Light over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 Open for voting

    Generated Document Tag Management

    There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
    Guest over 1 year ago in Documents / Document Automation 0 Open for voting

    Email to case routing addresses

    Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
    Brent Byhre over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Support indents, ordered lists in rich text fields when merging into Word

    Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
    Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    Publication Declined should revert new process to Unpublished instead of In Progress

    A new Process is in PAW (revision 0.xx) and Awaiting Publish. Once declined and back into editing state, it lists as In Progress. Instead, it needs to revert to Unpublished because the process has not been previously published. This inaccurate lab...
    Monica McDaniel about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 Open for voting

    Improve UX when submitting processes for approval

    When submitting for approval you click the button in the top right, but at the next step - entering description - the bottom right button saves, but doesn't submit. That button is now on the left. Might smooth the UX if these were switched.
    Jack Worboys over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 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 about 7 years ago in Documents / Lightning Experience 0 Not Planned