Nintex Ideas

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Customise reference number field

We would like to request a feature enhancement to allow customisable text to appear inside the reference number box informing end users what data should be added to the field. Currently, the text that appears is "A unique reference number (optiona...
Tanbir Hussain 5 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Ability in Designer to set the Call sub Workflow Event to use Service account.

Ability in Designer to set the Call sub Workflow Event to use Service account.
Vernon Jardine almost 2 years ago in Nintex Automation On-Prem (formerly K2 Five) / Workflow 0

Report to enable My Reviews for overdue documents.

We have many overdue documents for review. I tried to find a report so we could filter to determine who needs to take action. As this is not currently an option this information has been copied manually from Promapp and put onto an excel page but ...
Unknown Unknown almost 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Remove the prefix of "LazyApproval by" when approvers use lazy approval

Remove the prefix of "LazyApproval by" when approvers use lazy approval in the "Approver Comments" common workflow context variable. Management had feedback that this has been taken as a derogatory comment - that their approval is done sloppily or...
JingKai 6 months ago in Nintex for SharePoint / Workflow for SharePoint 0

Including Competency Levels in Admin Reports

To generate admin reports based on Roles (Users), I go to Admin: Reports: Training Records: put the role in “Filter by role or responsibility” and generate report and export it to Excel. Within this type of report (which included both Training Uni...
Guest 6 months ago in Nintex for Office 365 / Other 0

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Craig Hayashi over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Add a drop down when selecting group shortcuts

Need the ability to filter through files when selecting a process group shortcuts, we have alot of processes and it is hard to establish when they have the same file structure in different BU's where to place the shortcut process. Similar to Note...
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Ability to have notes on conditional process links

Currently we use the notes functionality to manage conditional processes because we don't have the ability to describe the condition criteria applicable. Could we have a text field added to the conditional process field, so that we could define th...
Marius Botha over 3 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Show workflow instance name on dashboard/task list

This is a simple request - we like to keep task names identical for reporting. However, people assigned tasks sometimes need to find/prioritize. This page would be much more functional if there were more fields (such as instance name) available.
John Maddaus 6 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0 Open for voting

Smartaction can capture additional notes or comments when acted via email

Smartaction will be able to capture notes when acted upon via email (i.e. Approve This is a good idea; Reject Not a good idea). Any notes after the action (i.e. Approve/Reject) can be captured by the workflow. This function is similar to Nintex' A...
Jeff Tapaoan 6 months ago in K2 Cloud / Workflow 0