Nintex Ideas

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Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.
Unknown Unknown about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Dashboard notification for archived processes

Currently when a process that uses the ALL STAFF role gets archived all users get notified via their dashboard. This causes unnecessary confusion among users. Could the notification for archived processes be changed so that only the Process Owner ...
Gary Tibble over 5 years ago in Nintex Process Manager (formerly Promapp) 0 Not Planned

Enable feedback to be lodged against a document

Currently, feedback cannot be lodged directly against a document, it must be lodged against the process the document is linked to. While I understand the thinking that changes to documents often affects changes to processes, there is also the scen...
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) 0 Not Planned

View data in Panels without being in Edit Mode

Being able to view the data in a form, using panels, without being in edit mode prevents inadvertent loss of data or changes to data.
Michelle Caldwell about 1 year ago in Nintex for SharePoint / Form controls 0

DocuSign Template Signature Fields

When I send a document for signing via DocuSign and use a template which has a signature field in a set location for signing, the signing fields does not show when sent to the receipient.
Nicholas Kotze about 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 2 Not Planned

DocuSign Template Custom Field Support

I want to be be able to use the DocuSign Get Signature event to use a Template in DocuSign to gather the receipients signature in a set location. The template has required fields that I want the workflow to respect and be able to populate. At the ...
Nicholas Kotze about 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 2 Not Planned

PDF Action - Read or Extract Data in a PDF(Content of the PDF) Files

We have come across that PDF integrations are mainly required in the business processes. However, We have used the existing Extract PDF activity in Nintex BOT to extract data from a PDF file, but it is not in a readable format once extracted. In a...
Guest about 3 years ago in Nintex RPA LE 0 Under Review

Generate PDF with PDF Security Applied

Nintex o365 Document Generation action missing standard functionality. After the PDF file is generated and sent to the end user, the user who receives this PDF file can actually make changes to the file using a PDF editor tool. The ability to secu...
Guest over 4 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Other 2 Open for voting

SharePoint Online query user by ID

Currently there is no way to query a user by ID. Having migrated a process from Workflow for 365, the list entry start object NAC gives me only has user ID available. Given this, being able to retrieve the rest of the user's details via ID would b...
Guest about 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 2 Open for voting

Upload a List for Dropdown Jot Block Options

In other products, I have been able to paste a list with each choice on a new line for dropdown options however this one requires each one entered one by one. Even for options where the user selects a department name and the choice fills in the de...
Guest about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0 Under Review