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Remove the prefix of "LazyApproval by" when approvers use lazy approval

Remove the prefix of "LazyApproval by" when approvers use lazy approval in the "Approver Comments" common workflow context variable. Management had feedback that this has been taken as a derogatory comment - that their approval is done sloppily or...

JingKai 9 months ago in Nintex for SharePoint / Workflow for SharePoint 0

1 VOTE

Including Competency Levels in Admin Reports

To generate admin reports based on Roles (Users), I go to Admin: Reports: Training Records: put the role in “Filter by role or responsibility” and generate report and export it to Excel. Within this type of report (which included both Training Uni...

Guest 9 months ago in Nintex for Office 365 / Other 0

3 VOTE

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 about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 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

1 VOTE

Show workflow instance name on dashboard/task list

This is a simple request - we like to keep task names identical for reporting. However, people assigned tasks sometimes need to find/prioritize. This page would be much more functional if there were more fields (such as instance name) available.

John Maddaus 9 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 0 Open for voting

2 VOTE

Allow read-only workflow process review

Is there a way to open a workflow process in read-only mode? I don't want auto-save to be on when just doing a review of the workflow process. Prevents inadvertent changes. Preserves the actual last change date.

Peter Yao over 1 year ago in Nintex Automation On-Prem (formerly K2 Five) / Workflow 1

7 VOTE

Ability to separate image approvals from document approvals

Ability to separate image approvals from document approvals. We had document approvals switched on, but found our approvers were getting inundated with approval requests for images, which are predominantly screenshots to attach to tasks. It would ...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Not Planned

7 VOTE

Would like the ability to link to a whole folder on an internal drive and not just a file within that folder.

we would like the ability to directly link to a network folder.

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Not Planned

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 almost 4 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Dashboard Experience 1 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...

Yadnesh Pawar over 2 years ago in K2 Cloud / SmartObjects 0

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