Nintex Ideas

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    Showing 221 of 2994

    AI Process Generator editing

    Ability to review a process with AI Process Generator to refine a process already written. E.g. Review process with prompts to re-design the process or bring it up to best practice writing techniques. Current workaround is to export existing proce...
    Bree Barsanti 9 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Planned

    Add 'move up' and 'move down' buttons when editing tasks and notes, allow objects to be grouped and moved together

    Problem: Moving tasks and notes by drag and drop is not a consistant experience, dropped objects often don't go where you expect them to go. The scroll action when dragging is unpredicable and you have to be very careful or you will scroll too far...
    Tim C 12 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 1 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 over 9 years ago in Documents / DDP Management and Creation 5 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 about 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Glossary items show when in edit tab

    When editing a process, it would be great that when a glossary item (acronym) is used, it indicates what the glossary item is immediately. This would stop people using an acronym which has already been used and is not the same as what is intended ...
    Pamela Lynch over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    The version of a linked process that is accessible in the Edit tab to be the most current version or currently published version

    No description provided
    Guest 10 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 3 months ago in Documents / DocGen for Salesforce 0

    Filter from the org wide email addresses

    We need the option to filter from the "FROM" addresses when generating document and sending an email.
    Guest over 2 years ago in Documents 0 Open for voting

    Support nintex eSign delivery option in the nintex Preview DocGen Component

    Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
    Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

    Ability to choose SMS authentication method for DocuSign envelopes

    My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
    Guest almost 3 years ago in Documents / 3rd Party Integration 1 Open for voting