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Policy links shouldn't display them as "Processes"

When a Policy link is added to a Process (e.g. within a Note in the Process), the link reads "Process" which can be misleading. For example, at CST we have a Policy that describes when funds leaving an account should be processed as a Withdrawal ...
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...
Guest about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 2 Open for voting

People Fields in Unauthenticated Task Forms or Anonymous Forms

It would be very helpful in NWC to make a People field option available in Anonymous or Unauthenticated Task Forms. Just because we are leveraging an Anonymous form or Un authenticating a Task form shouldn't mean that our People field lookups shou...
Tye over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 1 Open for voting

System Tag Re-indexing - go beyond just the tag to the system but to the references in the process itself.

We recently Re-indexed our the name and definition of an CRM we sunset recently with the name of the new CRM we implemented. While the tags on th particular Activities changed, the utterances or references within th process content itself did not ...
Srinee almost 3 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

Allow the option to exclude documents in search results from Promapp to Sharepoint

When storing documents in a sharepoint environment and linking into a promapp process, allow to exclusion of those linked documents when integrating into sharepoint search results. The inability to exclude this results in duplicated results when r...
Keisha Czysz over 3 years ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Report to know which Suggested Processes to delete

Suggested processes add to the overall No. of processes you have in the site. Only a Promaster can delete them. There is no way of knowing if a suggested process has been rejected and needs deleting without going into each Suggested Process to fin...
Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Quality 0 Open for voting

Allowing Systems tab to be viewable to all users.

We often are asked what Systems are or have been added in Process Manager. Currently, only BA and Promaster roles can see the Systems tab. We run the System Owner Report to share this although would like to have this setting in the Admin/Configura...
Jamie Nenahlo almost 2 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / User Management 0 Open for voting

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.
Brent Byhre about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

Process should remain in Dashboard until "Seen It" Selected

Once a user clicks on the Process link in the New Process or Process Changes in the Dashboard, the Process disappears once the Dashboard is closed or refreshed. Users may not have the time to review the entire process before the opened process win...
Monica McDaniel over 2 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting