Nintex Ideas

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    DocGen Queue - Support Files

    The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
    Brent Byhre 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Automate role changes and exits

    Updating roles for users and reassigning tasks takes significant time by the Promasters. Could automation be built into Promapp allowing quicker position changes? Maybe an excel import that updates employee's assigned roles and deactivates other...
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 5 Open for voting

    Improvements - Adjustments to Investigations and Actions

    Similar to the ability to change the reporting form fields, it would be great to have the same ability to change the fields within the investigation and actions, with the exact same capabilities as the reporting additional fields. This way the add...
    Guest 3 months ago in Nintex Process Manager (formerly Promapp) / Improvement Management 0 Open for voting

    Reporting document reviews

    You can run a report for process reviews due but not for documents and we would find this very useful.
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents / Reporting 9 Open for voting

    Enable Field Tagger integration Directly Within the Word Document Editor

    Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...
    Jayashankar Ganji 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Setting the decimal place and format in currency fields for DocGen and email

    Hi, Can we pull through the decimal places from the currency field when used in DocGen (And other actions such as send an email etc.). Currently I can show a field in a form with 2 decimal places (a salary for example) but when it comes to Doc Gen...
    Andy Emery about 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Other 0 Open for voting

    Ability to export the Groups structure

    To enable an audit of the Groups structure it would be great to have the ability to export that structure out of Promapp and into Excel for example. The export could look something like the attached screenshot.
    Gary Tibble over 6 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

    Reporting API for all Change Log events

    Currently, dates for approval submission, approval and publish are only visible in the individual process change logs. It would be beneficial to have a report on Process submission, approval and publish dates (better if included in API). This woul...
    Unknown Unknown about 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting 1 Open for voting

    Bring back the ability to edit docs from My Changes Dashboard for Promasters

    Prior to the last release, as Promaster I could click the edit pencil on the far right hand side of the My Changes/Document Changes screen in My Dashboard (we do not have PAW). This enabled me to make quickly and easily see the history of the docu...
    Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 8 Open for voting

    Attachment drop down option for EDM files

    Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
    Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting