Nintex Ideas

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Prompting When Archiving Process

We have found that documents tend to be overlooked when a process is archived and those documents are no longer required i.e., an image that pertains to that particular process and is no longer needed. Potentially we would like to see a prompt pop...
Emily Stone 10 months ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

Create PDF Rule of Completed Form

The ability from a form rule to create a PDF of the completed form. Often on submit customers want to save a copy of the completed form itself in PDF format to a document store for record keep purposes. Developers don't want to create a separate r...
Nicholas Kotze about 3 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 11 Under Review

'Expandable' Process Group Overview

We often struggle to meet different user requirements. For strategic process management, a broad process overview is required, while at the operational level, we need to split the process into several processes in order to obtain detailed informat...
Sandra Brand 5 months ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / Process Map 0 Open for voting

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
Brent Byhre 20 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0

Save signature for reuse

Save signature for subsequent envelope signature. the business process results in hundreds of envelopes directed to executive for signature monthly, each requires creating and saving signature (time and clicks). Making signature saved to a profile...
Renee Gonzalez’ Fong 5 months ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

Report of Nintex O365 Forms that are visible in the Nintex Mobile App

We have digital landfill in our Nintex Mobile app and are trying to get forms removed that should not be presented in the app. We have no way of finding these forms and request a new report in the telemetry that lists the form's name and location ...
Unknown Unknown 2 months ago in Nintex Insights 0

Delegate Tasks from Tasks Dashboard

Administrators should have the ability to delegate tasks from the Tasks dashboard (under Automate). Currently, there's only the "Complete Task" option under the Response column. It seems like an excessive amount of clicks to go to My Nintex > W...
Tyler about 1 month ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0

Add a CC email to the Assign a Task action

In the 'Assign a task' action in Nintex for Office 365 and Flexi task for Nintex for SharePoint there is an option to CC or BCC the task notification email.Please add CC and BCC to the NWC 'Assign a task' action. This is important as we migrate fr...
Gavin Adams over 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 11 Not Planned

Support SSO users for Authorization and Migration

Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
Brent Byhre about 1 month ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0

Fix historical data used with data sources and tables (data)

We have realized early on that data sources and tables are a great source for choice fields or lookup fields however, when filters and conditions apply to these sources that are no longer applicable (the condition isn't met after the fact), start ...
Brandi Woodson about 2 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0