Nintex Ideas

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    Showing 161 of 3010

    Add Secure PDF Generation Options to Prevent Editing Generated Doc

    Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
    Guest over 3 years ago in Documents / Document Automation 0 Open for voting

    Support Salesforce Reports when triggering via action links

    We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...
    Robert E 3 months ago in Documents / Setup and Configuration 0

    Resolve email address to user FQN during task assignment.

    When a task is assigned to an email address, the current behavior is to use the user portion of the email address to assign the task and strip the @ sign and domain. This causes an issue when the username and the email address are different. The o...
    EmilyK over 1 year ago in K2 / Workflow 0

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

    Recipient Rule flexibility with multiple IF

    Current IF then ELSE-IF then ELSE-IF is very cumbersome when you need more complex logic. Allow multiple IF starting groups to make it less redundant in specify the rules. e.g. IF TESTMode = Y Then [Originator] and a separate IF group: IF Conditio...
    Peter Yao 6 months ago in K2 / Workflow 0

    Ability to import workflow definition from workflow designer

    Since the feature to download the design definition of a workflow, even a specific version, we could add an import button/UI to the workflow designer's concierge screen, that will allow those definitions to be uploaded and imported. This will aid ...
    Neil Craig 12 months ago in K2 / Workflow 0

    Improve HTML code view for Mail message body in Workflow Designer

    To aid the display of pasted HTML content into the Mail message body editor, a button/control to apply code/source formatting will greatly improve the user experience. Using a line number gutter when viewing the HTML code would be a good indicator...
    Neil Craig over 1 year ago in K2 / Workflow 0

    Go To Activity functions incorrectly in a Merge step

    If a Go To Activity is performed on a workflow after it passes a Merge step , when it reaches the Merge step again it does not continue if the other path(s) have previously been completed. When running an instance of this Workflow, and you're usin...
    Nicolaas Swart about 2 years ago in K2 / Workflow 0

    Allow search on K2 Five flowchart

    I have a process with 200 boxes and have to manually look for any particular box. Would like to see a search feature that can point me to the box on the process. On the advanced side, show a list of nodes where a given text appears and allows me t...
    Peter Yao 7 months ago in K2 / Workflow 0

    Allow more than 5 conditions in relationship filters

    I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
    John McOrmond about 1 year ago in Documents / DDP Management and Creation 0 Open for voting