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Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...

Guest about 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

3 VOTE

Routine checklist creation

Is it possible to schedule checklists to be created for processes with regular triggers. For example a month-end process would auto-generate a trigger on the first day of every month, prompting the end-user to start the process. So the creation of...

Jack Worboys about 2 years ago in Nintex Process Manager (formerly Promapp) / Checklists 0 Open for voting

3 VOTE

Link to web-based system direct from systems tag/list

If we want to link to a web-based system (e.g. workday) we talk about using Workday, creating the systems tag, but would have to add the url as a weblink. Could you add a URL to the systems list that allows you to click on the workday tag directly...

Jack Worboys about 2 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 0 Open for voting

2 VOTE

Data Sources and Data Connections - show which workflows use them

When looking at Data Sources and Connections in Nintex Insights, it would be very useful to know which workflows used each Data Source and each Connection.

Laura Stein over 1 year ago in Nintex Insights 0

2 VOTE

Nintex Forms - Find data lookup fields; Share data connections

It would be great if New Responsive Forms could share Data Lookup sources the way NAC and Nintex O365 workflows do. This may be a big ask. Even showing data lookups in Nintex Analytics would be a huge help.

Laura Stein over 1 year ago in Nintex for Office 365 / Designer 1 Not Planned

5 VOTE

Add a Search option in My Review process list on Dashboard Or include a Review button in overdue process maps

The Promasters can see all the processes and documents that need to be Reviewed but if the Promaster wants to search for a process they are the Owner or Expert, they have to scroll down the full list of processes to find it and then review it. If ...

Saba Taqi over 3 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 2 Open for voting

2 VOTE

Add the column OUTCOME to the task Dashboard for the approver Role.

This outcome column provides the action resulted from the Approval. It is dispalyed in the dashborad of TAsks for the Admin role, but has been omitted from the same Tasks view for the Approver. It is helpful for him to have this overview about the...

Guest over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0 Open for voting

3 VOTE

Assign a Task to Multiple Users - Details of Approver(s)

Response details other than first name, last name and email of the person responding would be extremely useful so we have other pertinent information to bring in - like approval date (specific time/day vs a timestamp using current time/date contex...

Brandi Woodson about 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Not Planned

2 VOTE

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

3 VOTE

Drag and drop form rules

It'd be nice to have the ability to organize Form Rules, a drag and drop feature would be handy.

Shane about 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 1 Not Planned

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