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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

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

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

Name of connector and not just type of connector for NAC and O365.

We are missing the connector level details that the action belongs to in Analytics. When searching for actions to check for activity, we have to open actions that have the same name across multiple connectors. Please have the NCC team add the "Nam...
Michael Floyd 9 months ago in Nintex Insights 0

Show editable names for the Request for Exemption, expiry date of the document and filter options

In the Workflow tracking>Request for Exemption, all the documents in the list have the same name, making it difficult to find the document you want (is listed all the exemptions of all the vessels in the fleet on the same page with the same nam...

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

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

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

Header and Footer Views

Have a way of telling a smartform that a view placed on the form is a header and should be always on top of the form ie/ above tabs and the ability to tell the form that a view is a footer and should always be at the bottom of the form. This will ...
Guest over 7 years ago in Nintex Automation On-Prem (formerly K2 Five) / SmartForms 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 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting