Nintex Ideas

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    Allow recipient role for DocuSign Get Signature Action when location is file variable

    Currently the DocuSign Get Signature action accepts a recipient role ONLY when location is set to DocuSign. Recipient role is not available when location is set to file variable. We need to use recipient roles when location is file variable.
    Guest 8 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Connectors 1 Not Planned

    Add Image in Header of multipage forms

    When designing multi-page forms, it would be great to be able to add an image to the Header area for the entire form. Our main use-case for these forms to date has been external, anonymous forms to capture data back into our systems - in that case...
    Guest over 7 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 1 Planned

    Highlight custom actions in need of refresh after update

    When an Xtension is updated, the only way to refresh the actions within the workflows (as per the documentation) is to delete them, drag a new copy and reconfigure.We get that this is needed for not breaking existing workflows, but what is sorely ...
    Guest about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Xtensions 2 Open for voting

    Moving activity of a running instance

    I would want to jump my running workflow instance from the current activity to a specific activity which may not be next in line. Admins should have this facility to move workflow instances from current state to a desired state when needed, if a r...
    Guest 9 months ago in Nintex Workflow (formerly Nintex Automation Cloud) / Runtime 1 Not Planned

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest about 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    The ability to save drafts with a name

    We are using forms as check-lists where the users will have to revisit forms over multiple days. The save draft allows us to do this - however, the users might have multiple drafts of the same form. Therefore we would love a simple feature that al...
    Guest about 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 2 Not Planned

    Ability to be able to export workflow for permanent record.

    With Nintex for Sharepoint we can export the workflow definition to a file as a record of the deployed, working version. The export WF definition key, is I believe time limited, it would nice to be able to define that this 'final' release export i...
    Russ Hancock over 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Workflow Designer 1 Not Planned

    People picker display behavior within a Nintex form

    Change behavior to how people picker fields read when entering names. Currently when entering a name into a people picker field on a Nintex form and selecting down or up arrows it will display the user id vs the User name. When doing the same task...
    Guest about 2 years ago in Nintex for SharePoint / Forms for SharePoint 0