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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

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Change Dashboard Column heading from 'out of date processes' to 'Processes overdue for review'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 The 3rd column is titled "OUT OF DATE PROCESSES".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 about 3 years ago in Nintex Process Manager (formerly Promapp) / General 3 Open for voting

6 VOTE

Process Changes not Yet Viewed by User report

Hi, I generate the Process Changes not Yet Viewed by User report every month to monitor compliance within the business. I have just found out that Nintex has changed the report and now it can only be generated for one role at a time, not for all r...

Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Variations 2 Open for voting

12 VOTE

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...

Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Planned

5 VOTE

RPA Central processing days

I would like RPA Central to have scheduling option for last day of the month, last week day of the month, first day of the month, first week day of the month. Also another option that would be nice along with the above is to have two drop down men...

Guest about 3 years ago in Nintex RPA LE 0 Under Review

8 VOTE

Export full list of checklist including any attached documents or comments

For projects and mega processes it would be great to be able to export a full list of the checklist(s) to quickly review comments or documents attached.

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) 0 Open for voting

2 VOTE

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

9 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

3 VOTE

Need Go to Activity Smart Object functionality back in workflow

Before k2 five, we were able to use Go to Activity smart object without any issue inside workflow. I tried using in k2 five and workflow goes in running mode. Scenario -Let's say I have 10 approval steps. Whenever it is rejected by any step, I wan...

Guest almost 2 years ago in K2 Cloud / SmartObjects 0

1 VOTE

Dashboard or similar feature to show active users' count over a date range

Though we have 'Audit Report' feature under Management but it only shows the count of active users at the instant when the is run. There is no feature to know how many users logged in over a date range. Information under 'Last Access Date' is also...

Guest 7 months ago in K2 Cloud / Management 0

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