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Document Ownership

Allow documents to have an owner and have a review dates, the same as a process. Currently it reports on who has uploaded the document and when it was upload, from an accountability standpoint this can be really important.

Guest almost 3 years ago in Nintex for SharePoint 0

2 VOTE

Workflow instance dashboard - exported data based on filter

Currently when export data from workflow dashboard, the exported data is based on the filter selected. However this is not the case for workflow instance dashboard. For workflow instance dashboard, the filter applied to the chart and list, but not...

Guest almost 3 years ago in Nintex Insights 0 Open for voting

2 VOTE

Extended data range filters in Nintex Dashboard

Possibility to extend the filter in the Tasks section (in the Dashboard Nintex) to add in addition to the existing filters (past 30, 60, 90 days) also "last year" and the possibility to filter the custom date with a range of 1 year.Even best would...

Guest almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Not Planned

1 VOTE

Linked Processes: Control default inclusion/exclusion in Timeframe calculation

We would like for an Admin setting to control if the time of a Linked Process that's added in a Procedure is Included or Excluded. Today, Linked Processes (like all entries in a Procedure) are by default included in the calculation for the total t...

Evgenios Efthymiou over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

1 VOTE

Document without process associated assign to Group champions for review

when there's a document due to review, if there is no process associated or stakeholder assigned. can it automatically assigned to group champions instead promaster

Cassie Gao over 1 year ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

4 VOTE

Lean Tag reporting to show expert, owner and review date

It would be great to have the option to pull a report on Lean Tags that includes the expert, owner and review date

Monique almost 6 years ago in Nintex Process Manager (formerly Promapp) / Reporting 1 Open for voting

4 VOTE

Search Keyword added & a configurale report using Keywords

Context: 1. Overall, when in the initial dashboard(see below fig 1:), our people should be able to quickly search off the Dashboard (or using the top right search window) for a “Keyword” (in this case will be for an example, the keyword – “Respo...

Unknown Unknown almost 6 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 1 Open for voting

3 VOTE

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 over 4 years ago in Nintex RPA LE 0 Under Review

1 VOTE

Get Buttons working on Mobile (Matching Nintex Forms)

When creating a form in Nintex Automation Cloud, when using Buttons, i can't see buttons when using the form on the mobile application. This seems counterintuitive as the Mobile application does not match the Nintex Forms. I went through Nintex Cu...

Andrew Crick over 1 year ago in Nintex Mobile 1

1 VOTE

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

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