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Nintex Ideas

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Add a filter for People picker field in Nintex workflow task form to eliminate disabled users from Azure AD lookup

Add a filter for People picker field in Nintex workflow task form to eliminate disabled users from Azure AD lookup. Occasionally Nintex users choose disabled users from the task form, and this causes the workflow to fail when there are further act...

Options to Switch Off Review Frequency for Image Files

Image files currently inherit review frequencies like all other documents, causing them to appear in “My Reviews” even though they usually don’t require standalone review. A setting to disable review dates for image file types would streamline rev...
Jessica about 1 month ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

Hide fields but data can still show

HI team, can you make hidden fields still present value when on another page or in review stage? I have hidden fields on repeat sections to hide the values associated with whatever the data source is referenced to. By hiding these, unfortunately i...

Button rules and conditions

No description provided

Display a message on Submit

A way to add a custom message to the Submit Action Panel function. Add another radio button with 'Custom Message' and enter in the text and or text and add image if needed something branded and or the icon/image of the automation/process robot use...

Task Notifications Email Templates

Make the ability to customize Task Notification templates a first-class citizen in the platform. Currently, a K2 admin must edit the files on each K2 Server's file system and risk having those customizations overwritten during an upgrade. It would...
Guest 17 days ago in K2 / Workflow 0

HTML email templates with SF email

Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...
Natsumi Shiraiwa 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

A "checkout" function is needed in Process Manager/Promapp

If two contributors edit a process at the same time, there is no indication of a conflict until you save and get an error saying you can't save because you're not in the current version. An automatic checkout when you start editing, and an error r...
TonyaJean almost 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 4 Open for voting

make possible to copy rules in smartforms designer

when implementing complex logic in rule, it would be very helpful to copy an existing rule into a new rule and change it after
Steffen Schmidt almost 3 years ago in K2 / SmartForms 5 Started

Dashboard to immediately display actions rather than being hidden/accessible via clickthrough

Revert back to previous MyDashboard view, where the choice of actions are displayed immediately on the right hand side, rather than having to click on the three dots on the right (which are currently not labelled) to then choose the action require...
Tas Fountis 11 months ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Not Planned