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Nintex Ideas

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Showing 184 of 2956

Ability to filter Processes Awaiting Approval by Approver

Ability to filter Processes Awaiting Approval by Approver in order to facilitate sending a report to each approver. Ideally, an automatic report that would be sent to each approver after x number of days of not being approved but could be manually...
Meghan Blue about 4 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / Process Review & Approval 2 Open for voting

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 6 months ago in Documents / Lightning Experience 0 Open for voting

Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.
Brent Byhre about 2 years ago in Documents / Setup and Configuration 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 12 months ago in Documents / Setup and Configuration 0 Open for voting

Reporting for declined processes

To report on the capability of users and identify trends it would be helpful to have an option to pull a report on declined processes. Currently, the only report that would provide this information is the Process Change report however this takes h...
Emily Cumberland over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval / Reporting 0 Open for voting

Process reviews with "Enable explicit process reviews - OFF" - no reviewed button

We have chosen to use the "Enable explicit process reviews - OFF" option so that our processes automatically change the review date to 24mths (our chosen period) from the last PUBLISHED date. However, the "reviewed it" button is then no longer ava...
Talita Aitken about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 2 Open for voting

Monitoring process reviews

What we need is performance monitoring. Dashboard display current situation, and it is also fine. But we also need information how many processes were reviewed before and after planned due date. So, we need breakdown count of published processes a...
Pawel Stolarczyk about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval / Reporting 0 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 9 years ago in Documents / DDP Management and Creation 12 Not Planned

Automatic Review date update on process republish

Exclude process from the list for Review (automativally make it as reviewed) if process from review list was updated and published again with no need to press "reviewed it" after process is published
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
Guest 3 months ago in Documents / DocGen for Salesforce 0