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Allow Document Re-ordering in Document Manager

When creating an envelope, the Document Manager shows you all the documents in your workspace. However, the order is decided based on the order the documents were uploaded. It would be helpful if the order of documents could be changed, just like ...

Appending Comments to Form

We would like to see an ability for authenticated Nintex users to go to a form that is active and be able to write a comment that can be seen by all parties involved with the request. This comment should then be included in all subsequent forms do...
Tim Ehalt over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 0 Open for voting

Attachment Preview in Start Form

Please create the ability to view/preview an attachment once added to a start form. Ideally the document would open in a new browser window/tab

Azure AD groups selectable

Within NAC you can create a Azure AD connection But when we use this connection within a form with the "people" form control we only can retrieve users. When we use the connection within data sources then we can only filter users. There are reason...
Brandi Woodson almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Connectors 0

Hyphen in SalesForce Auto-numbering causing issues with saving in Box

SalesForce, since it's inception has the auto-numbering feature. Standard functionality for autonumbering of the "CONTRACT" object in SalesForce is utilized universally and is an important feature. As part of this auto-numbering, the "Contract ID"...
Guest over 2 years ago in Documents / DDP Management and Creation 0 Under Review

Allow Promapp users to be removed from the ALL STAFF role

We have some external users (i.e. consultants) that we need to be able to restrict to seeing only select process groups in Promapp based on what they are approved to see. We also have some other process group folders that need to be restricted fro...
Belinda Pitt over 3 years ago in Nintex Process Manager (formerly Promapp) / User Management 2 Open for voting

Add the note and task functionality onto Conditions and Decisions

Sometimes, you just want to add some things to think about when making a decision, or add a bit of detail. These types of activities don't allow that, at present.
Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Create a Power BI connector for the Risk module in Promapp

Although the risk reporting in Promapp is reasonable, it would be preferable to connect the underlying data to develop more flexible bespoke reporting within Power BI
Laurie Kanizaj over 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting / Risk and Compliance Management 0 Open for voting

Make Risk Manager sign off of process changes optional

Having risk manager sign off on process changes and having it be automatically the first approval that occurs does not allow for flexibility of workflows and roles within an organization. Ideally, the risk module configuration would have a toggle ...
Michael Setnicky about 2 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 1 Open for voting

Allowing signers to see attachments before the envelope is complete

It would be useful to allow signers to see attachments before an envelope is complete so that those attachments can be used for things like user verification or as backup information before signing. For example, if the initial signer needs to veri...