Nintex Ideas

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    Showing 221 of 2994

    Process Capture Task Timeline

    When using Process Capture surface individual time between screenshots/tasks.
    Connor Wells 4 months ago in Nintex Process Manager (formerly Promapp) / Process Capture 0 Open for voting

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 4 months ago in Documents / DocGen for Salesforce 0

    Add ability to convert tasks or activities to notes

    Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
    Belinda Pitt over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

    Support Account Contact Relationship Salesforce Object

    Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
    Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

    Ability to add timeframe across activities.

    Allow a number of days etc. to be prescribed over multiple activities so that an overarching timeline can be allocated. For example from activity 1 through to 10 takes 30 days.
    Guest about 6 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 2 Not Planned

    Red validation banner removed when a contact is selected.

    On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...
    Brent Byhre 8 months ago in Documents / Lightning Experience 1 Reported as bug

    Document owner rights for Expert by default

    I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...
    Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

    Ability to attach file back for community users

    After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
    Xuemei Ma almost 3 years ago in Documents / Salesforce 1 1 Open for voting

    Email configured in DocGen Packages to have a format

    Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
    Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Linking roles to a Team created in Users

    When an activity has more than 6 roles attached to it, the only option is to create a team to cover the relevant roles. However, when you have numerous individuals attached to that team, it makes it a administrative burden to constantly monitor an...
    Guest almost 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing / User Management 0 Open for voting