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Created by Brandi Woodson
Created on Nov 10, 2022

Reporting and Filtering Options for Global Admin - Connections and Workflows

We desperately need the ability to have reporting options when needed for the following information in Nintex Automation Cloud:

  1. Report or information showing somewhere (connections or workflows under automate) of the # of workflows associated with each connection and which workflows are tied to each connection.

  2. Export capability of users in NAC (settings) or the ability to filter by ROLE under users so we can quickly see is assigned as a Designer, Developer, Global Admin etc.

  3. Created by field visible and added to filter in workflows section for Global Admin to filter by who created a workflow. This is an ongoing issue for our Global Admin team to support all workflow designers within NAC. Having visibility to all workflows is overwhelming when you also build workflows. We have no way of just filtering by created by or edited by when needed.

  4. Custom Field for instances that we can put so it helps us identify each instance. Very hard to find the appropriate instance if one workflow runs but there is an issue with something - something didn't get updated properly etc. We need a way to easily put the list item ID in a custom field or something that shows on the instances page.

  5. Additional filtering options in instances. Instance ID and or custom field filtering options or sharepoint start event filters - list name or item ID?

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