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Form Integration to SharePoint Lists/Libraries

Integration - New Button in SharePoint List/Library We need a way to point a start event form to the "new button" in a SharePoint list. The only way this is possible at present is OOO concept provided by Microsoft but this is not sustainable if we...

Brandi Woodson over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 2 Open for voting

4 VOTE

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

Brent Byhre 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

1 VOTE

LOSE OF CONTROL

LOSE OF CONTROL. Allow to view files under Documents, instead of downloading straightaway after clicking it. We now have a new platform that allows us to create document, go for review and approval for publishing and users cannot download it. Form...

Guest 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

3 VOTE

User Management - add roles search functionality

It would be very useful in the Manage Users screen when editing a User to add a Role to be able to have a search function for the role. In a large organisation this came be time consuming to currently scroll through the whole list of roles to find...

Gary Tibble 8 months ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

6 VOTE

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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

18 VOTE

Bring back the ability to edit docs from My Changes Dashboard for Promasters

Prior to the last release, as Promaster I could click the edit pencil on the far right hand side of the My Changes/Document Changes screen in My Dashboard (we do not have PAW). This enabled me to make quickly and easily see the history of the docu...

Noala Degasperis almost 4 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 8 Open for voting

1 VOTE

Add Post-it notes

Often times as I am building out my workflow, I think of an idea that I could add to that branch, but need more contemplation. I'd like to be able to add a "sticky note" (not an actual step to the workflow) to that area with the idea or function I...

Guest 3 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

2 VOTE

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 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

9 VOTE

Set time reminder emails are sent

Currently if you set a reminder email to be sent weekly (ie every 7 days) the reminder email will go out 7 days from the moment the task was assigned to the assignee. However in practice it would make sense to set the time so the assignee gets the...

Guest almost 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Other 0 Open for voting

9 VOTE

Instances should allow filter by user

The inclusion of [User] as a filter, or even being included in the list details, would massively help us track problem instances and resolve/terminate them. For some of my forms, we've had issues with incomplete AD details. As a result, many workf...

alan_fire almost 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0 Open for voting

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