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Add Training Description to Document Updates

When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
Jonathan Butler 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Allow saving of filtered views of the NWC workflow dashboard

The default view of the workflows in my NWC tenant dashboard is unfiltered, so I see a lot of workflows in various stages of development and testing as well as the ones that are in production. I have created tags to apply as filters and this works...
Bruce Altner over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) 0 Open for voting

Process Maturity Tagging

Process maturity is an indication of how close a developing process is to being complete and capable of continual improvement through qualitative measures and feedback. Thus, for a process to be mature, it must be complete in its usefulness, autom...
Unknown Unknown almost 3 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 1 Open for voting

Have different branding options for different group of processes

Hello, we use brands for e.g. our project management framework, including a logo. Therefore it would be great to have different 'branding options', so we can e.g. include the project management logo into all related processes.This is quite importa...
Guest about 4 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

find if a field is tagged in Drawloop files

We are looking to deprecate some fields from Salesforce and want to check if those fields are tagged in any of the Drawloop files. It will be nice to have an easier way to do this than going over each document.
Guest about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Risk - Assign Risks To A Role

I administer the Promapp Risks Module. Risk in the module can only be assigned to a person (name) not to a role. This means there is a lot of manual handling when someone leaves. Treatments can be assigned to a role – which works better because yo...
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

Improve how folder viewing permissions are managed

It's very difficult to set up viewing permissions... several steps that are tough to follow and remember. Plus even looking at the indented folder structure just below is nearly impossible to do with naked eye. Plus I think I saw inconsistencies i...
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / General 2 Open for voting

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
Chris Ben almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

Add undo button to all of the edit screens (not just 'Procedure')

When using the edit screen for the procedure, there is an undo button that allows you to undo previous changes. My idea is to add this to the Summary, Triggers & Inputs, Outputs & Targets and Timeframes screens to bring this useful functio...
Eddie Thomas about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting