Nintex Ideas

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    Showing 184 of 2956

    Support nintex eSign delivery option in the nintex Preview DocGen Component

    Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
    Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

    Create a Sent for Archive filter in Dashboard

    Currently Promasters see ALL changes in the system and they have to scroll through pages of requests to find the Processes that are sent for Archive. If there was a filter for this type of change it would make it much easier to find them and action.
    Unknown Unknown 4 months ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

    Support the display format for a Salesforce Time Field

    Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Awaiting Archive Filter for Dashboard

    It would be great if Promasters could have an additional filter on their dashboard so they can quickly see which processes / documents are awaiting archiving.
    Jonathan Butler 9 months ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

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

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

    Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...
    Guest over 6 years ago in Documents / Lightning Experience 5 Open for voting

    Stop Hunting for Edits - Highlight Changes on Processes Submitted for Approval

    When an approver clicks to review a process awaiting their approval, they have to know to go to the Procedure tab, then settings to highlight changes - this should be automatic, by default.
    TonyaJean about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

    Calendar

    Link your Calendar to Promapp so review dates can be automatically linked to your Calendar rather than manually adding them.
    Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 2 Open for voting

    Process Review notification roll up Auto email

    It would be good if a monthly email could be sent alerting Experts/Owners of the processes they have ready for review. I think an email for each process could be too much with some people having ownership of many, it would be a good prompt, alongs...
    Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications / Process Review & Approval 4 Open for voting