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Feedback tool to provide open history to new owner/expert

When a current owner/expert leaves and a new owner/expert is allocated, the historical open feedback does not carry through to new owner on the dashboard. Please can this information be made transferable.

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

4 VOTE

Make Risk Manager sign off of process changes optional

Having risk manager sign off on process changes and having it be automatically the first approval that occurs does not allow for flexibility of workflows and roles within an organization. Ideally, the risk module configuration would have a toggle ...

Michael Setnicky almost 2 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 1 Open for voting

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

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

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

3 VOTE

Ability to re-order action order in an action plan (Improvement Module)

Hello, Let's say that we create an action plan with say 3 actions and later, we realised that we missed one more action that should be completed ‘before’ the 3rd one in the original plan. The newly created action will show at the top or at the bot...

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Improvement Management 1 Open for voting

7 VOTE

Allow Promapp users to be removed from the ALL STAFF role

We have some external users (i.e. consultants) that we need to be able to restrict to seeing only select process groups in Promapp based on what they are approved to see. We also have some other process group folders that need to be restricted fro...

Belinda Pitt over 3 years ago in Nintex Process Manager (formerly Promapp) / User Management 2 Open for voting

7 VOTE

Add the note and task functionality onto Conditions and Decisions

Sometimes, you just want to add some things to think about when making a decision, or add a bit of detail. These types of activities don't allow that, at present.

Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

7 VOTE

Create a Power BI connector for the Risk module in Promapp

Although the risk reporting in Promapp is reasonable, it would be preferable to connect the underlying data to develop more flexible bespoke reporting within Power BI

Laurie Kanizaj over 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting / Risk and Compliance Management 0 Open for voting

1 VOTE

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...

Jayashankar Ganji 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

3 VOTE

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields

Brent Byhre over 1 year ago in Documents / Component Library 0 Open for voting

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