Nintex Ideas

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    Showing 221 of 2994

    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 about 2 months ago in Documents / Setup and Configuration 0 Open for voting

    Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

    We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...
    Guest about 1 year ago in Documents / Setup and Configuration 0 Open for voting

    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 7 months ago in Documents / Lightning 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 about 2 months ago in Documents / Setup and Configuration 0

    Feedback on 10th December Update moving info to Process Attributes dropdown

    Re release 4.12.5.0 - December 10 2024. The Change Log now only displays about 3 items, previously it displayed up to 20, this has created a LOT more work when trying to find an item in the change log. Previously we could also search in the change...
    Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Not Planned

    Control which users/roles/privileges can see cost information on processes

    Is it possible to make some processes private or restricted so only certain people can view it. Our users are concerned that if they add the financial details to specific roles, especially roles where only one person is employed such as a COO, tho...
    Guest almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing / User Management 0 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 about 9 years ago in Documents / DDP Management and Creation 12 Not Planned

    PII masking

    ability to mask sensitive information in screenshots captured by the tool. example attached.
    Andrea O'Hara about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Capture 1 Open for voting

    Reduce the headers and footers to maximise the editing panel for small screens

    When working on a laptop screen (14") the panel for editing a procedure is taken up by the activity header (name, roles, add buttons etc) and a footer (save, view map buttons) leaving only 6 lines of text to 'operate' within. This makes moving ste...
    Tania Piercy almost 3 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / Process Creation & Editing 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