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Add "Filter by Team & Location" Option to Onboarding Plans list

It would be useful to be able to filter the list of Onboarding Plans by Team/Location, as is currently available on the Training Units and Competency Units Tabs. This will allow supervisors to see the Onboarding Plans for all of their team regardl...

Rachael Farrimond over 1 year ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

2 VOTE

Process Group Report

As a partner running health checks for customers, one of the things we report on is the health of their process group structure. Only being able to identify groups that have processes in them using reports provides a gap in our knowledge that has ...

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

4 VOTE

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

2 VOTE

Ability to customize the acknowledgement message

The email message sent out when a process/policy needs to be acknowledged is generic to process and rather unofficial. Our legal/compliance team wants to use the acknowledgement function. Since the message is inadequate, they will likely pursue an...

TonyaJean over 1 year ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

5 VOTE

Allow uploading of multiple attachments

Hi, I’m hoping you can please help. I have been trying to get help via the agent; however they always seem to be offline. I would like to be able to upload more than one document/pdf at a time (i.e. when raising a report, I can have 20+ attachment...

Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

1 VOTE

Create a report filtered by Role

Currently there is no way to provide a report for a new employee that shows what process titles they need to read that have some activities etc assigned to their role in the swimlanes. There is one report by process involvement, but this only expo...

Guest 9 months ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

5 VOTE

Customizable Dashboards

It would be great to be able to fully customize a dashboard within Nintex. My team needs our workflows to reports on non-standard metrics (such as each instance's position on a Branch-By-Stage action item). To create a dashboard that can report on...

Guest over 3 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 1 Open for voting

2 VOTE

All processes - Explorer view

Would be great to navigate groups structure in explorer view - like MS Windows folders

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 0 Open for voting

2 VOTE

search for org wide email addresses

We need the option to manually add a from email address in emails when generating document and sending an email.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

5 VOTE

Add a Search option in My Review process list on Dashboard Or include a Review button in overdue process maps

The Promasters can see all the processes and documents that need to be Reviewed but if the Promaster wants to search for a process they are the Owner or Expert, they have to scroll down the full list of processes to find it and then review it. If ...

Saba Taqi over 3 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 2 Open for voting

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