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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 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

2 VOTE

Possibility to change the out of the box mail message that user gets when a task was delegated/shared to him/her

Possibility to change the out of the box mail message that user gets when a task was delegated/shared to him/her. The mail is very generic and only in english. We want to modify it like all our workflow mails. Attached is such a system mail when d...

Tobias Misch 11 months ago in K2 Cloud / Workflow 0

6 VOTE

Delegation with Out of Office

Expanding on the current out of office functionality... It would be great if there was a way to provide a little more configuration for all users to self-service their out of office: Add a time-frame for users to setup the valid time for their del...

Barry W over 2 years ago in K2 Cloud / Workspace 0 Not Planned

5 VOTE

Assign a Task - Hidden Controls (Values don't stay after actioned on hidden controls)

We came across an issue I noticed while building task forms. Scenario : We have a long text field dedicated to a "history" log in a SPO list we use for a specific process. This supports the end-user with seeing a log in real-time as the reques...

Brandi Woodson over 2 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Under Review

2 VOTE

Improve image selection in the Designer

Hello, It would be nice and very much appreciated to have a more efficient image selection feature in the Designer. Here, we have hundreds images and when we are trying to browse image list, it is not possible to filter by name, or by date, ... Th...

Benoit ALBEAU 11 months ago in Nintex Automation On-Prem (formerly K2 Five) / SmartForms 0

12 VOTE

Remove review dates from archived processes so they don't flag

Archived processes are also listed under [Processes due for review] on [My Dashboard] under [My Reviews]. It would be good if the review dates from archived processes were removed as they were being archived or ignored in generating the report s...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) 1 Not Planned

2 VOTE

Option to add multiple views into a form.

It will be good to provide option to add multiple views into a form, currently at a time we can add 1 view into a form.

Guest 11 months ago in Nintex Automation On-Prem (formerly K2 Five) / SmartForms 0

11 VOTE

More detail in 'Process Approval Workflow Status'

The 'Process Approval Workflow Status' report currently provides a published/unpublished status for processes. It would be helpful if this report could include more detail of the exact stage of approval that the process is in, rather than 'unpubli...

Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Process Review & Approval 3 Open for voting

3 VOTE

Resetting variables to their original values

Adding the ability to reset variables easily is definitely something that could improve the user experience for many of our users.

Guest over 1 year ago in Nintex RPA LE 0

7 VOTE

Nintex mobile : Publish a workflow for a restricted circle of people.

in my company, we have a lot of workflows published in production with built-in nintex forms. We need to group forms by permissions so that only specific people to access them. For example, let's say we have HR forms, IT forms, and FINANCIAL forms...

Guest about 3 years ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Form Designer 0 Planned

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