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Add an Original Test Download option with Keep word formulas to the DDP Test component

Add an Original Test Download option with Keep word formulas to the DDP Test component
Brent Byhre 11 months ago in Documents / DocGen for Salesforce 0 Open for voting

Report on a users processes by frequency

When someone needs to cover someone elses position it would be good to understand what they do and when they do it. Report on a users processes and categorise processes by Daily, weekly fortnightly, Monthly, Quartrly Annually and Adhoc. This repor...
Anthony Kumnick 11 months ago in Nintex Process Manager (formerly Promapp) / Reporting 0 Open for voting

Email Notifications for Overdue Training

Can you look to improve the notifications for training modules to send emails to trainees and supervisors when training is overdue. It would also be helpful if a report could be generated. This would help Managers monitor new employees onboarding ...
Anna Officer over 2 years ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting

Publication Declined should revert new process to Unpublished instead of In Progress

A new Process is in PAW (revision 0.xx) and Awaiting Publish. Once declined and back into editing state, it lists as In Progress. Instead, it needs to revert to Unpublished because the process has not been previously published. This inaccurate lab...
Monica McDaniel over 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 1 Open for voting

Preview multiple pages of a form without having to complete required fields

I'm working on a form that has many required fields and multiple pages. It would be nice if I could preview any given page without having to first complete the required fields on previous pages. Our previous forms software allowed for this, and it...
David over 2 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Form Designer 1 Open for voting

New column containing the REVIEW DATE be added to the Processes I own table.

Under Processes > Processes I own, it would be great to added a Review Date Column here with the ablity to be filtered on.
Kirstin Austen 11 months ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering 0 Open for voting

Improvement module - rename exported report PDF title

When you "Export to PDF" from the improvements register the resulting PDF title is "Incident Register". Not great. When configuring the improvement portfolio please add under the name of the improvement portfolio the ability to "name the improveme...
Felix over 2 years ago in Nintex Process Manager (formerly Promapp) / Improvement Management 0 Open for voting

Separate Failed and Terminated in Reports

The workflow instances report includes a column for "unsuccessful instances". This includes workflows that that failed or were terminated. This information should be broken out into two different values since there is a workflow action to terminat...
Guest over 4 years ago in Nintex Insights 0 Open for voting

Remove original document links when transferred to new processes and process groups

Documents currently stay linked to an original process if they are transferred to a new process. Removing the original process link allows for less administrative steps when the original process is then archived or deleted.
Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting