Nintex Ideas

đź‘‹ Use this site to provide feedback and ideas for all Nintex Products. See our post on Nintex Community "Welcome to Nintex Ideas" for more details on Nintex Ideas, how an idea is handled by our product teams and more!


If you have questions about Nintex Ideas, please contact ideas@nintex.com

If you require support, please visit Nintex Customer Central

If you have a sales inquiry, please contact sales@nintex.com

ADD A NEW IDEA

Clear

Ideas

    Showing 215 of 2849

    Ability to Archive a document via the "My Reviews" page

    On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
    Catherine Chan over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    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

    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 10 months ago in Documents / DDP Management and Creation 0 Open for voting

    Moved documents remain in original folder/s - have to be manually moved

    Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...
    Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 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 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Red validation banner removed when a contact is selected.

    On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...
    Brent Byhre 5 months ago in Documents / Lightning Experience 1 Reported as bug

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

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

    Reporting document reviews

    You can run a report for process reviews due but not for documents and we would find this very useful.
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents / Reporting 9 Open for voting

    Attachment drop down option for EDM files

    Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
    Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting