Nintex Ideas

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Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.
Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Glossary items show in the process summary, background and objectives

Glossary items don't show in the Process summary. This is confusing as the Summary is the first section of the Process/Procedure that you read. If you don't know the company acronyms you cannot work out what they mean unless you read into the proc...
Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

Ability to Archive a document via the "My Reviews" page

On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
Catherine Chan over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Instance Retention - Additional Options

The recent addition of the instance retention is helpful. In many cases it's probably helpful to hang on to the instance data for a reasonable period of time after the instance wraps up, should there be a need to go back and validate particular de...
Nick W about 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Runtime 0 Open for voting

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
Brent Byhre 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Disable archived processes from appearing in Onboardings

New onboardings are being given archived processes to view as the archived processes still contain the roles for the tasks. As I don't wish to delete many of the processes permanently, to remove the role requires restoring the process, editing, re...
Jocelyn Wallace 4 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Color Code Activities

We should be able to color-code activities in the map view in order to allow teams to have additional visual indicators or categories that can be followed as needed. For example, some would find it helpful to color-code activities that require a c...
Alex Stewart almost 2 years ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

Glossary items show when in edit tab

When editing a process, it would be great that when a glossary item (acronym) is used, it indicates what the glossary item is immediately. This would stop people using an acronym which has already been used and is not the same as what is intended ...
Pamela Lynch over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
Lauren K 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting