Nintex Ideas

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    Showing 641 of 2992

    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Envelope Search for Simple Setup Templates

    Currently, the "Envelope Template" box only populates with Classic Envelope Templates and not Simple Setup Templates in running Envelope Search reports. Most of our company's templates require more than 1 document, so we have to use Simple Setup T...
    Guest about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

    Add Feature To Start Envelope And Save Without Sending

    Currently, there is no way to start an envelope, save it, and return to it later to finish reviewing and sending. You can kind of do this in the AssureSign workspace, which retains your current work until you send it or clear the workspace, but th...
    Jenna Jentges about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

    Allow Account To Change To Sub-Account

    I would like the ability to move an already existing Account underneath another Account. Currently, I can only create new Sub-Accounts within an Account. There is not a way to re-arrange the account structure for Accounts that already exist. For e...
    Jenna Jentges about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Account Administration 0

    Allow smart action to process the action on any line of the email body

    Allow the smart action to be able to read the action to be taken on any line in the email and process the action accordingly. Do not restrict to the first line of the email body.
    Guest about 3 years ago in K2 / Workflow 0

    K2 Attachment Control

    When an attachment Control is used in a list view both editable and read only, currently there is no provision to indicate or alter the user that attachment is mandatory or no attachment is attached until the row is edited. In current case it will...
    Guest over 1 year ago in K2 / SmartForms 0 Not Planned

    Item attachments linked to the attachment field they have been added to

    This is possibly a O365 fix, but impacts NWC. Currently, if a O365 form has multiple attachment fields, there is not a way to determine in NWC which attachment was added to which field. This makes it impossible to use doc gen properly, and display...
    Lucia about 3 years ago in Nintex for Office 365 / Designer 1 Not Planned

    Have a warning message/popup when the upgrade/Update/Cumulative Update/Fix pack if the current user is not the same from the last execution

    We can lost lot of time if we execute the upgrade, Update, Cumulative Update or Fix pack with a "simple" user account.Could you add a warning message like this:'Warning: you are connected as "Bob", the last time a K2 setup has been executed, you u...
    Benoit ALBEAU over 4 years ago in K2 / Other 0

    Provide additional responsive theme similar to the legacy themes

    You've provided us with pre-built legacy themes in the prior and current versions of K2. I'm aware style configurator has been added to change the colors. This is okay but we would also like the option of additional modern/responsive themes we can...
    Christopher Reid over 1 year ago in K2 / SmartForms 1

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting