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Nintex Ideas

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Refresh dashboard

Please can the dashboard be refreshed automatically after a task is completed. Otherwise, the user can get confused as to which task they have completed and which are still left to complete. The user-experience is somewhat lacking in this area.

Save button on secondary forms

Can we have a save button available on forms other than the initial form? This is because on long running state workflows, sometimes, users need to be able to partially complete forms.

Add a report to capture process connections/dependencies.

This proposed report would show for each process which other processes are connected to it (linked process, conditional, linked by decision diamond or via notes) Currently you can see this information for an individual process by going to the dep...
Nick Endsley almost 2 years ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Planned

Signature Box with IP Address

Currently, the signature Box has user IP address displayed, due to privacy reason, we, transport canada, should NOT have user's IP address displayed at final generated signature box.
YI LIU about 2 months ago in Nintex eSign (formerly Nintex AssureSign) 0

Email to case routing addresses

Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
Brent Byhre 19 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

'Expandable' Process Group Overview

We often struggle to meet different user requirements. For strategic process management, a broad process overview is required, while at the operational level, we need to split the process into several processes in order to obtain detailed informat...
Sandra Brand 2 months ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / Process Map 0 Open for voting

Save signature for reuse

Save signature for subsequent envelope signature. the business process results in hundreds of envelopes directed to executive for signature monthly, each requires creating and saving signature (time and clicks). Making signature saved to a profile...
Renee Gonzalez’ Fong 2 months ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

Add ability to use bullet points

Currently you can paste in bullet points, but it would be easier if there was a button we could push that would allow us to make changes in notes and tasks to add a bullet point where needed
Alex Stewart over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Ability to add more than one process link at a note

Sometimes it would be useful to be able to add more than one process link at a note.
Pamela Lynch 10 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

A "checkout" function is needed in Process Manager/Promapp

If two contributors edit a process at the same time, there is no indication of a conflict until you save and get an error saying you can't save because you're not in the current version. An automatic checkout when you start editing, and an error r...
TonyaJean over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 2 Open for voting