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Exclude Content Notes that are attached to Chatter Feed Posts in the Attachid=all parameter

Currently, Enhanced Content Notes in Salesforce which are attached in the related list are excluded, but if one is attached to a Chatter post, it is not excluded. The DocGen Run will fail.
Brent Byhre 10 months ago in Documents / DocGen for Salesforce 0 Reported as bug

Document Unique Name for templates to be carried over to Destination org during Migration

The document unique name can serve as a unique identifier for the templates once the migration has been performed. Currently a random alphanumeric string is assigned in the Document Unique Name field post migration, which makes the identification ...
Guest 10 months ago in Documents / DocGen for Salesforce 0 Open for voting

Tags

Currently the use of # to assign a Tag in process text provides a select list of all Tags which includes System, LEAN, etc. The list presented can be very large and daunting to Users. Can an improvement be introduced to either: 1. introduce the ab...
Gary Tibble over 6 years ago in Nintex Process Manager (formerly Promapp) 2 Open for voting

AssureSign final email notification Attachment Name

At present, the “Final.pdf” is used as name for the attachment in the final email notification sent by assuresign. However, this name differs from the one presented to users when they download the file via the “view envelope” in the final email no...
YI LIU over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

Add a View Only Privilege Type

It would be good to have a 4th privilege option added to make the limiting of process creation easier to manage. Currently to have a view only user type you need to switch on the "limit process creation to PM, BA and PC" option in config which the...
Sam about 4 years ago in Nintex Process Manager (formerly Promapp) / User Management 1 Open for voting

Reporting to include Glossary usage data

Please consider better reporting for the Glossary. We have created a PowerBi dashboard in which we track usage data. It would be great if we could also see usage data for the Glossary, including what terms are being looked at, when and by who.
Amanda Oddo over 1 year ago in Nintex Process Manager (formerly Promapp) / Reporting 3 Open for voting

Workflow REST API - Filtering and Pagination

It would be nice for us to be able to filter or paginate on the workflow REST API. Specifically on the tasks endpoint. We have an uncommon scenario where too many results that cause slow response times. It would be helpful to limit or paginate the...
Danny Knudsen 10 months ago in K2 Cloud / Workflow 0

Generated Document Tag Management

There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
Guest over 1 year ago in Documents / Document Automation 0 Open for voting

Add stakeholder names to process report

Please can you add a column to share stakeholders for specific processes on the Process List report, it currently only shows expert and owner
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Reporting 2 Open for voting

Have all processes associated with a role in the Roles & Responsibility management area

In the Roles & Responsibility Management Area have all processes associated with the role (regardless of process status) visible when the Edit Role button is selected. This would stop the need to export the involvement out to a csv file to vie...
Gary Tibble over 2 years ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting