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Nintex Ideas

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Whiteboard in Process Manager

When customers are first developing new processes, or are working on converting an external process into Process Manager (either from another tool or paper based), they go and whiteboard out the proposed process flow. We should be able to provide ...
Jonathan Butler 8 months ago in Nintex Process Manager (formerly Promapp) / Process Map 1 Open for voting

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 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Disallow/Warn/Add config item to avoid publishing with unassigned activities

Disallowing a process to be published when there are unassigned activities would stop that from occurring. Either that or, as a minimum, a warning pop up when the publish button is clicked. Alternately, make it a config item that clients can contr...
Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 Open for voting

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 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 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Support Multi-Tab Visio Files

We would like to be able to support Visio files that have multiple tabs and allow the import to create multiple BPMN process models within Process Manager.
Jonathan Butler 5 months ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting

Default Publish Environment

Please change the default publish environment to Development instead of Production. It is easy for new people to miss the tiny radio button when they are publishing for the first time. And it is not a best practice to publish to production before ...
Michele Dudzic 8 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest almost 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting

Add report for all processes by role keyword

Often times we need to together the processes by a specific department. This will include several roles (ie Purchasing - Contract Admin, Purchasing - Buyer, etc). At a minimum, I would like to see a report that can search on role keyword to be exp...
Meghan Blue about 3 years ago in Nintex Process Manager (formerly Promapp) / Reporting 2 Open for voting

Process Best Practices Recommender

Provide analysis and best practice recommendations to process builders when they're creating procedure based processes. Provide warnings when users try to do tasks like publishing processes without basic content. I have observed staff publishing p...
Jonathan Butler 8 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting