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edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...
Rakesh Amradi 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Enable document attachment to trigger/inputs

Currently, only processes can be referenced to a process via the Input field. It would be helpful if documents that are associated with a process - but not with a specific activity - such as a RACI, a Glossary, a Policy etc. could be linked in the...
Christoph over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Allow bulk updating of review dates

We are wanting to update the explicit review date frequencies for our processes (500+) and there is no way to do this by bulk, meaning we are going to have go through one by one and make these changes which is absurd. Ideally, we would have liked...
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 3 Open for voting

'Send an email' via Microsoft Exchange Online Action to support multiple addresses.

The Send an email, using Exchange needs to support more that one email address! it's next to useless if you can not construct a delimited list of email addresses...
Russ Hancock 7 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Reporting figures on dashboard not a true indication of actual figures

I cant pull a report that provides me with your fugure of 1321 and this is what I expect to get when I click on view report and have processes in this instance prior to Jan. Tags being updated or system log changes are not physical changes to a pr...
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
Guest over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 Open for voting

My Changes>Processes for Publishing: Processes getting double declined; rough Author experience.

We have configured that only our Promasters have a ability to Publish processes. We have a total of 4 Promasters monitoring and publishing or declining. We have had several processes where separate Promasters have declined the same process because...

Enable a "Reviewed it" button on the Proces itself instead of only via the "My reviews" page

When a Process Owner or Process Expert is reviewing a process, they have to toggle between two windows: One window to view the process - and make edits as possible The My Reviews Page - to click the "Reviewed It" button This makes it very cumberso...
Catherine Chan over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

Use "Start with PDF" AI/OCR capabilities at runtime to extract data from PDF documents

The idea here is to extend the engine behind the "Start with PDF" feature to manage business cases at runtime. For example, we could have a workflow action named "Extract data from PDF", that would open a "mapper" like the one we have in the "Star...
Nicolas Martin about 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Add Cost cycle data to Promapp API connection

This would enable comparisons of process costings within Power BI reports. It would also supplement the process times that are planned to be added to the API
Laurie Kanizaj over 1 year ago in Nintex Process Manager (formerly Promapp) / APIs 0 Open for voting