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Nintex Ideas

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Showing 221 of 2994

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
Guest over 2 years ago in Documents / UX/UI 0 Open for voting

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %
Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

Send Outbound Message Failure Email Notifications to One User

Outbound Message Failure Email Notifications currently go to the below three Users: User to Send as Owner of the DocGen Package record Integration User in the Nintex Admin tab Can we create a way that this failure notification only gets sent to on...
Chantelle Garcia over 1 year ago in Documents / Document Automation 0 Open for voting

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...
Guest about 4 years ago in Documents / Setup and Configuration 0 Under Review

Allow linking to an activity via a note

Allow linking to a particular activity in the process via the 'Note' function. Many times we are typing the # of the activity to go back to or skip to due to exceptions and variations. However, the # of the activity can change if activities in t...
Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Batch upload option in Process Tags

To have an option to upload multiple tags using Microsoft excel the same with the Glossary upload.
Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

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

Prevent Copy of particular processes

There is a business requirement to prevent copies of processes being made for National based processes. We would like to see a function to "lock" a process from editing, copying and copies being made. This will ensure one source of truth particula...
Kirstin Austen over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Linked Processes: Control default inclusion/exclusion in Timeframe calculation

We would like for an Admin setting to control if the time of a Linked Process that's added in a Procedure is Included or Excluded. Today, Linked Processes (like all entries in a Procedure) are by default included in the calculation for the total t...
Evgenios Efthymiou over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

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