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Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.

Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

5 VOTE

Allowing Systems tab to be viewable to all users.

We often are asked what Systems are or have been added in Process Manager. Currently, only BA and Promaster roles can see the Systems tab. We run the System Owner Report to share this although would like to have this setting in the Admin/Configura...

Jamie Nenahlo over 1 year ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / User Management 0 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 about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

16 VOTE

Provide a word 'replace with' function like Microsoft has

When we re-brand a product name/team name, the name needs to be changed in every single process (mainly notes and tasks). To avoid having to change it in every single process, I would welcome an option like Microsoft has to replace a word with ano...

Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / General 5 Not Planned

2 VOTE

Update and Edit documents from K2 client

Customer wants this feature where they can update the content of documents that are uploaded to SharePoint. Currently, there is an option to update metadata onlly with the update document step in K2 workflows.

Nicolaas Swart 8 months ago in Nintex Automation On-Prem (formerly K2 Five) / K2 for SharePoint 0

4 VOTE

Reusable Custom Form Themes

With Nintex for SharePoint on-prem, we're able to create a form theme that we want to re-use and apply it as a default template. This saves a lot of time setting colors, banners, and other theme items. I see that there are built-in themes for NAC,...

Tyler over 1 year ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 0

2 VOTE

Ability to add QR codes to form to facilitate easy access

I would like to generate a QR code for a Nintex O365 form that is call from a SharePoint O365 site, and I'm not able to do that. I think this should be available functionality to allow users to access forms created with Nintex Note: the Cloud work...

Daniel 8 months ago in Nintex for Office 365 / Form Filling Experience 0

5 VOTE

Improvement module needs to include a Mobile App

The Improvement module is not much use without a mobile app. The majority of improvement submissions comes from field employees so without a mobile app, you will need to report it twice (once to capture from the field and then to re-enter it into ...

Guest over 1 year ago in Nintex Mobile 1

8 VOTE

Change the time of Dashboard notification emails

Can the timing of the Dashboard email be changed so that it is not in the early hours of the morning (New Zealand time). We have staff who need to leave their phones on overnight and beside their bed, with email notifications turned on and the not...

Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 2 Open for voting

8 VOTE

Make people picker available in Nintex Mobile when used in Nintex Workflow Cloud Start event form

When you add a people picker control to a Nintex Workflow Cloud start event form, you get the message, that forms with this control are not supported in Nintex Mobile. As we use people picker controls in most of our start event forms please make t...

Marion Gruffke over 2 years ago in Nintex Mobile 1 Started

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