All ideas

Showing 2533

Ability to report against archived data

Archiving data is needed in some cases due the performance relating to the amount of K2 reporting data in the db, but this renders the data archived useless, we need a way to archive and then report against that archive db data in both Onprem and ...

Vernon Jardine about 2 years ago in K2 Cloud / Other 0

1 VOTE

Auto-Generate 'Document Completion Report' to be sent along with each E-Signed Contract

An idea to create a way to auto-generate the 'Document Completion Report' to be sent along with each signed Contract instead of having to pull the DCR report individually and manually for each signing.

Guest 4 months ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

1 VOTE

List with Details Form

We would like the ability to display a list of records on a form. The list would contain several columns of data. When the user clicks on an item in the list, another panel would display editable fields for the selected record while continuing to ...

Michele Dudzic 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 0

1 VOTE

Integrate Nintex Automation Cloud with Incident module on Process Mapper

Currently there is no integration from Automation Cloud into Process Mapper. Significant value would be added for the Incident module if there was integration as the urgency of incidents lends itself to process automation and would be a major sell...

Guest 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 0

1 VOTE

Draw completion report from E-Sign

Not being able to draw the completion report from E-Sign from the Automation Cloud to an extent defeats the purpose of automating the collection of the contract from AssureSign, as the completion report is a big part of giving assurance on the val...

Guest 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 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

16 VOTE

Improve the building of an onboarding plan

Currently you add one process at a time - it would be good to be able to select multiple from a group.

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 1 Open for voting

10 VOTE

Allow the option to exclude documents in search results from Promapp to Sharepoint

When storing documents in a sharepoint environment and linking into a promapp process, allow to exclusion of those linked documents when integrating into sharepoint search results. The inability to exclude this results in duplicated results when r...

Keisha Czysz over 3 years ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

16 VOTE

Policy links shouldn't display them as "Processes"

When a Policy link is added to a Process (e.g. within a Note in the Process), the link reads "Process" which can be misleading. For example, at CST we have a Policy that describes when funds leaving an account should be processed as a Withdrawal ...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

7 VOTE

Process should remain in Dashboard until "Seen It" Selected

Once a user clicks on the Process link in the New Process or Process Changes in the Dashboard, the Process disappears once the Dashboard is closed or refreshed. Users may not have the time to review the entire process before the opened process win...

Monica McDaniel over 2 years ago in Nintex Process Manager (formerly Promapp) / Dashboard & Notifications 0 Open for voting

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