Nintex Ideas

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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 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Add Location column to search scope

In Nintex Analytics, it would be great if Location was included in the inline search scope for workflows and instances, so we don't have to export and interrogate.
Unknown Unknown 4 months ago in Nintex Insights 0 Open for voting

Commentary or "Collaboration" feature to tasks!

Several of our processes include "Request Clarifications" outcome to allow task assignees to send back the request to the initiator or request of the request for further clarifications before a decision can be made. We find it difficult to maintai...
Brandi Woodson over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Customisable Dashboard Notification Email - Hide Process Changes

Problem Statement: Problem 1. Feedback from Process Stakeholders, Owners & Experts indicates they do not see value in actioning Process Changes by individually clicking on "I've seen it" each time a process changes it's an unnecessary task add...
Kelvin Lim over 1 year ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
Brent Byhre 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

System Tag Re-indexing - go beyond just the tag to the system but to the references in the process itself.

We recently Re-indexed our the name and definition of an CRM we sunset recently with the name of the new CRM we implemented. While the tags on th particular Activities changed, the utterances or references within th process content itself did not ...
Srinee over 2 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Process should remain in Dashboard until "Seen It" Selected

Once a user clicks on the Process link in the New Process or Process Changes in the Dashboard, the Process disappears once the Dashboard is closed or refreshed. Users may not have the time to review the entire process before the opened process win...
Monica McDaniel about 2 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...
Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 2 Open for voting

Add customizable default Instance filters

The Instance filters are very limited. The user should be able to set the default filters for viewing instances. Our team may have an instance that runs for months. We have to know when that particular instance began so we can customize the filter...
Guest 8 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0 Open for voting

Create nested model from Visio diagram

Some Visio documents have "nested" diagrams within them that represent connected or sub-processes. We want to be able to create sub-processes from these nested diagrams.
Jonathan Butler 8 months ago in Nintex Process Manager (formerly Promapp) / Process Modeling 0 Open for voting