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Nintex Ideas

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Showing 209 of 3009

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

Allow access to emails that are sent by Nintex per workflow instance

Because we can't send emails from our own domain, we are unable to see a log of what emails are sent during workflow's instance. We're especially interested in a log of the task emails and their reminders and escalation emails. We can assume they ...
Sara Muth about 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 3 Open for voting

Delegate Tasks from Tasks Dashboard

Administrators should have the ability to delegate tasks from the Tasks dashboard (under Automate). Currently, there's only the "Complete Task" option under the Response column. It seems like an excessive amount of clicks to go to My Nintex > W...
Tyler over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 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 over 9 years ago in Documents / DDP Management and Creation 12 Not Planned

Add URL/Connection column to Connections list

We expect to have many connections in our tenant and need the ability to sort and filter by URL/Connection information. Having to look at connections individually one-by-one is not efficient/practical.
Ned Humphreys over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...
Brent Byhre 3 months ago in Documents / Setup and Configuration 0 Open for voting

Refresh dashboard

Please can the dashboard be refreshed automatically after a task is completed. Otherwise, the user can get confused as to which task they have completed and which are still left to complete. The user-experience is somewhat lacking in this area.
Guest almost 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting

Instances should allow filter by user

The inclusion of [User] as a filter, or even being included in the list details, would massively help us track problem instances and resolve/terminate them. For some of my forms, we've had issues with incomplete AD details. As a result, many workf...
alan_fire almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 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

Filter on Workflow Owner - Include Groups

I would like to be able to filter on workflows that are owned by a group. Currently, when filtering by Workflow Owner, only users can be chosen. Thank you.
Michele Dudzic almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting