Nintex Ideas

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    Showing 185 of 2849

    Bulk change user - risk of publishing processes that are"Unpublished"

    When in the users tab, "update ownership" indicates when a process is "In Progress" but it does not indicate if a process is "Unpublished" and is not ready to be published. The way to differentiate status is in the Process list report but it shoul...
    Kirsty over 3 years ago in Nintex Process Manager (formerly Promapp) / User Management 1 Open for voting

    search for org wide email addresses

    We need the option to manually add a from email address in emails when generating document and sending an email.
    Guest over 2 years ago in Documents 1 Open for voting

    find if a field is tagged in Drawloop files

    We are looking to deprecate some fields from Salesforce and want to check if those fields are tagged in any of the Drawloop files. It will be nice to have an easier way to do this than going over each document.
    Guest over 2 years ago in Documents 0 Open for voting

    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

    Published process

    A user shouldn't be able to see search key words, this should just be a back end functionality. It makes it more confusing when searching for a process because it adds unnecessary text. A published process should have the linked inputs at the top ...
    Guest almost 4 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / User Management 1 Open for voting

    bulk delete users

    No description provided
    Cassie Gao over 2 years ago in Nintex Process Manager (formerly Promapp) / User Management 1 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

    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

    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

    Support for MS Office Smart Shapes / Smart Art

    When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting