Nintex Ideas

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    Showing 184 of 2956

    Allow LWC tabs to be optional

    There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
    Lauren K over 1 year ago in Documents / UX/UI 0 Open for voting

    Add 'Process Writer' field so writers can receive notifications

    Our business has process writers that write on behalf of SMEs and Owners. They do not receive notifications when there is feedback provided nor when processes are ready for review. If there was a Process Writer field they would be able to receive ...
    Guest about 4 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications / Process Review & Approval 2 Open for voting

    Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
    Guest almost 7 years ago in Documents / DDP Management and Creation 0 Open for voting

    My Changes>Processes for Publishing: Processes getting double declined; rough Author experience.

    We have configured that only our Promasters have a ability to Publish processes. We have a total of 4 Promasters monitoring and publishing or declining. We have had several processes where separate Promasters have declined the same process because...
    Srinee over 5 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications / Process Review & Approval 1 Open for voting

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest about 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Enable a "Reviewed it" button on the Proces itself instead of only via the "My reviews" page

    When a Process Owner or Process Expert is reviewing a process, they have to toggle between two windows: One window to view the process - and make edits as possible The My Reviews Page - to click the "Reviewed It" button This makes it very cumberso...
    Catherine Chan almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

    Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
    Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest over 4 years ago in Documents / Lightning Experience 0 Open for voting