My ideas

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...

Guest almost 2 years ago in Documents / Setup and Configuration 1 Open for voting

5 VOTE

Separate Failed and Terminated in Reports

The workflow instances report includes a column for "unsuccessful instances". This includes workflows that that failed or were terminated. This information should be broken out into two different values since there is a workflow action to terminat...

Guest almost 5 years ago in Nintex Insights 0 Open for voting

5 VOTE

Remove original document links when transferred to new processes and process groups

Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

5 VOTE

Change Dashboard Column heading from 'out of date processes' to 'Processes overdue for review'

The Governance page of the Dashboard shows the process statistics for the organisation in 6 columns. The 3rd column is titled "OUT OF DATE PROCESSES". It would be more accurate to title this column "PROCESSES OVERDUE FOR REVIEW". The processes hav...

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / General 3 Open for voting

2 VOTE

Batch upload option in Process Tags

To have an option to upload multiple tags using Microsoft excel the same with the Glossary upload.

Guest almost 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 1 Open for voting

4 VOTE

Nintex Workflow Cloud Form Start Event - Parselookup or Data Source Options

We need the ability to lookup values in other SharePoint lists on the tenant. There has to be something that can be developed within NWC to make this functionality available for form data input. We created a data source in a NWC form but it only a...

Brandi Woodson almost 4 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 2 Open for voting

2 VOTE

Default process map view set-up to all users

To be able to modify the default process map view of the Users. Sample: automatically show the system used per activity.

Guest almost 2 years ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

3 VOTE

Have all processes associated with a role in the Roles & Responsibility management area

In the Roles & Responsibility Management Area have all processes associated with the role (regardless of process status) visible when the Edit Role button is selected. This would stop the need to export the involvement out to a csv file to vie...

Gary Tibble almost 3 years ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

1 VOTE

Search functionality for embedded process variations

Currently searching does not pick up text in an embedded process variation. It only seems to pick up text in the name of the process. This diminishes the search functionality for embedded process variations. I raised this years ago when the proces...

Lloyd Pallesen 12 months ago in Nintex Process Manager (formerly Promapp) / Process Variations 0 Open for voting

1 VOTE

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...

Catherine Chan 12 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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