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Showing 1320

Ability to attach file back for community users

After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.

Xuemei Ma over 2 years ago in Documents / Salesforce 1 1 Open for voting

1 VOTE

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...

Jayashankar Ganji 4 months ago in Documents / DocGen for Salesforce 0 Open for voting

3 VOTE

Report on archived processes linked to current/active processes

You are unable to delete archived processes when they are linked to current/active processes however you cannot easily identify what processes have linked archived processes. It would be helpful for a Promaster to clean up the system. Also, curren...

Vanessa about 1 year ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

2 VOTE

Awaiting Archive Filter for Dashboard

It would be great if Promasters could have an additional filter on their dashboard so they can quickly see which processes / documents are awaiting archiving.

Jonathan Butler 8 months ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 0 Open for voting

2 VOTE

Process In Progress/Awaiting Approval Icon

Under the Processes menu, when a process has a status of "In Progress" or "Awaiting Approval" they have the same Pencil icon against them. It would be great if the processes that are "Awaiting Approval" could have a different icon so it is clear w...

Marisa Leas 8 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

9 VOTE

Improve glossary functionality to include text in the objective, background and all other fields

Currently, the glossary only tags content within the procedure. If a term or phrase that is in the glossary is entered into the objective of a process, the glossary functionality does not provide the popup and additional information for the term.

Eddie Thomas about 3 years ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

5 VOTE

Linking roles to a Team created in Users

When an activity has more than 6 roles attached to it, the only option is to create a team to cover the relevant roles. However, when you have numerous individuals attached to that team, it makes it a administrative burden to constantly monitor an...

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing / User Management 0 Open for voting

18 VOTE

Reporting of User Addition/ Deletion

Reporting availability on user addition and deletion by Promasters. [ ref:_00D90q6Cb._5002v2cbjHX:ref ]

Guest about 6 years ago in Nintex Process Manager (formerly Promapp) / General / Reporting / User Management 3 Open for voting

2 VOTE

Alphabet Search

Ability to search documents again by alphabet as per the old version, where you could choose from a letter of the alphabet displayed at the top of the document list.

Guest 8 months ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 0 Open for voting

14 VOTE

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

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