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Rename workflow without publishing a new version

We can rename workflows by publishing a new version. It would be great if we could rename workflows without having to re-publish the workflow. Perhaps, include a Rename option in the ellipses menu on the NAC dashboard.

Kopantsho Mathafa 6 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Other 0 Open for voting

1 VOTE

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.

Brent Byhre 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

Support SMTP with MFA security

Support SMTP integration with MFA security for external services

Brent Byhre 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Open for voting

3 VOTE

Have all processes associated with a role in the Roles & Responsibility management area

In the Roles & Responsibility Management Area have all processes associated with the role (regardless of process status) visible when the Edit Role button is selected. This would stop the need to export the involvement out to a csv file to vie...

Gary Tibble over 1 year ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

3 VOTE

Option for Role Export CSV to Include All Processes and Statuses

Have the Roles Export to CSV report to produce the listing with all statuses of process included automatically, or have a check box available so that in progress and unpublished processes can be included as an option.

Gary Tibble over 1 year ago in Nintex Process Manager (formerly Promapp) / Reporting / User Management 0 Open for voting

3 VOTE

Alias ALL STAFF Role Name

Promasters should be able to provide an Alias for the ALL STAFF role to something like 'All Team Members' or 'All Company' or 'Everyone'.

Jonathan Butler over 1 year ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

8 VOTE

Link a Document on Group Level

There does currently not exist an option, where a document or image can be linked into the group overview tab. Only processes or groups can be shown there. It should be possible to have a link to a document, such as framework visualisations, polic...

Christoph about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

5 VOTE

Improved filtering of Process List Report

We are aware that the reports can be exported but it would be valuable to the end user to be able to filter /sort the fields e.g. by 'Modified Date' or 'Status' within the browser instead of exporting the data.

Adrian Garibdass over 2 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / Reporting 0 Open for voting

5 VOTE

Bulk word change

Unfortunately at the beginning of our process mapping journey, we used the actual software name for our record keeping system rather than the acronym EDMS - so in our processes we have Content Manager 9 and CM9 throughout (this wouldn't be a probl...

Alison over 2 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

3 VOTE

Terminate Task Option

Please add a new configuration option to Terminate task like there is for Reminders and Escalation. We should have the option to terminate task by a specific date using variables or calculated date similar to escalation options. Right now, we have...

Brandi Woodson over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

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