Nintex Ideas

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Automate role changes and exits

Updating roles for users and reassigning tasks takes significant time by the Promasters. Could automation be built into Promapp allowing quicker position changes? Maybe an excel import that updates employee's assigned roles and deactivates other...
Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / General 4 Open for voting

Ability to export the Groups structure

To enable an audit of the Groups structure it would be great to have the ability to export that structure out of Promapp and into Excel for example. The export could look something like the attached screenshot.
Gary Tibble over 5 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

Add ability to convert tasks or activities to notes

Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
Belinda Pitt over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Default Publish Environment

Please change the default publish environment to Development instead of Production. It is easy for new people to miss the tiny radio button when they are publishing for the first time. And it is not a best practice to publish to production before ...
Michele Dudzic 8 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Disallow/Warn/Add config item to avoid publishing with unassigned activities

Disallowing a process to be published when there are unassigned activities would stop that from occurring. Either that or, as a minimum, a warning pop up when the publish button is clicked. Alternately, make it a config item that clients can contr...
Noala Degasperis over 4 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 Open for voting

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Process Best Practices Recommender

Provide analysis and best practice recommendations to process builders when they're creating procedure based processes. Provide warnings when users try to do tasks like publishing processes without basic content. I have observed staff publishing p...
Jonathan Butler 8 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Completed tasks - access all data

Currently, there's no way to access completed task's data in the GUI of nintex. We are allowed to build tasks forms that store data. We should be able to access this data after the fact - for instance, when a workflow unexpectedly terminates. This...
Drew Johnston 8 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Other 0 Open for voting

Add report for all processes by role keyword

Often times we need to together the processes by a specific department. This will include several roles (ie Purchasing - Contract Admin, Purchasing - Buyer, etc). At a minimum, I would like to see a report that can search on role keyword to be exp...
Meghan Blue about 3 years ago in Nintex Process Manager (formerly Promapp) / Reporting 2 Open for voting

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest almost 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 3 Open for voting