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Nintex Ideas

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Showing 134 of 2849

Workflow Description

The reports for workflows should include the workflow description to help easily identify the purpose of the workflow. Often the same workflow name is used on various sites (i.e., Approvals). By including the description, it would provide clarity ...
Guest over 4 years ago in Nintex Insights 1 Open for voting

Add Date Format, MM-YYYY, as an option in Field Tagger

In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.
Guest about 1 year ago in Documents / DDP Management and Creation 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 about 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 about 1 year ago in Documents / Document Automation 0 Open for voting

Print to PDF, Save to SharePoint

We have many forms (list items) that we need to print to PDF and save to SharePoint. We have over 30,000 of one particular form. If we could perform this action with a workflow, this would cut down on the manual process significantly. We usually h...
VKitt over 2 years ago in Nintex for SharePoint / Workflow Actions 1

View individual instance data and action timings

It would be really useful to see individual instance data, as well as individual action timings.Scenario I'm hitting is I can see in analytics a cloud workflow takes on average 2 minutes to complete, but sometimes goes up as high as 19 minutes.I w...
Unknown Unknown over 3 years ago in Nintex Insights 0 Open for voting

Data Sources and Data Connections - show which workflows use them

When looking at Data Sources and Connections in Nintex Insights, it would be very useful to know which workflows used each Data Source and each Connection.
Laura Stein over 2 years ago in Nintex Insights 0

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

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