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Export to CSV for Checklists page

Get the ability to export to CSV the list of Checklists. Would help with tracking compliance and with auditing.Similar to the Improvement register.
Guest about 5 years ago in Nintex Process Manager (formerly Promapp) 10 Open for voting

Improve glossary functionality to include text in the objective, background and all other fields

Currently, the glossary only tags content within the procedure. If a term or phrase that is in the glossary is entered into the objective of a process, the glossary functionality does not provide the popup and additional information for the term.
Eddie Thomas almost 2 years ago in Nintex Process Manager (formerly Promapp) / General 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 5 years ago in Nintex Process Manager (formerly Promapp) / General 4 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 5 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

Disallow/Warn/Add config item to avoid publishing with unassigned activities

Disallowing a process to be published when there are unassigned activities would stop that from occurring. Either that or, as a minimum, a warning pop up when the publish button is clicked. Alternately, make it a config item that clients can contr...
Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 Open for voting

Session Timeout Notification or Reminder

We found there is session timeout mechanism in each forms, when user keep the forms few hours and input all information and submit, it will show submit fail and need to refresh the page input again to submit, If there is a way to notice user the f...
Sam Hong over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) 1 Open for voting

Add ability to convert tasks or activities to notes

Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
Belinda Pitt over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Report: Process Review dates

When generate report of process review dates. only show grouppath of the original/primary group, don't show additional groups.
Cassie Gao 3 months ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest about 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting