Nintex Ideas

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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

Edit Workflow Description from Workflows List

We would like to be able to edit the workflow description from the "..." menu on the list of workflows (same way we can Edit Tags) without having to do it through the Publish action.
Sara Muth 11 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 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

Show System tags in activity details when Printing PDF

We had a customer reach out regarding System tags not showing when printing processes. Seems like when the process is in-progress status the System tag wont show in the PDF but it does show on the process map of the printed PDF. The system tags wo...
Erika Garcia 8 months ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Calendar

Link your Calendar to Promapp so review dates can be automatically linked to your Calendar rather than manually adding them.
Guest about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 2 Open for voting

Document Views Report

As Administrator of our system, I am looking for another report: Document searches / views. It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)
Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Include In-progress Documents in the Dashboard

we have so many in-progress documents. The owner and experts are not aware about this from what I have observed. They rely on their dashboard but their dashboard shows nothing for documents that are still in-progress. Sometimes people can get busy...
Guest 4 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

Hyperlink to a section within a process

Often our staff only want to see the details of the step of the process that they are responsible for. They don't need to read the process steps for other teams in the process. We would like to be able to provide a hyperlink that goes directly to ...
Katie Shelton over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Sharing / Minimode 1 Open for voting

Process annual reviews

We have a checklist of questions that the PO or PE answers when performing the annual process review. The checklist is then copied and pasted into the comments box that is displayed when the Reviewed It action button is selected.We would like the ...
Pamela Lynch about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

Improve unsuccessful search functionality

It would be great to pull a report on the words users search so that we can see if the process titles or key words need to be changed to help users find the right processes.Would also be good if the search didn't find any matches to provide sugges...
Guest about 4 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 2 Open for voting