Nintex Ideas

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    Showing 331 of 2892

    Update Compiling behavior after Migratoin

    After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...
    Brent Byhre 14 days ago in Documents / Setup and Configuration 0

    Support Salesforce Reports when triggering via action links

    We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...
    Robert E 17 days ago in Documents / Setup and Configuration 0

    HTML email templates with SF email

    Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...
    Natsumi Shiraiwa 7 months ago in Documents / DocGen for Salesforce 0 Open for voting
    135 VOTE

    Delegation of Process Responsibilities

    There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 9 Under Review

    Link/attach a document at the process level

    We have situations where we have guides or information that would support the entire process however currently we are only able to link/attach the document at the activity level. It would be great to be able to link or attached a document in the s...
    Kat Smith about 1 year ago in Nintex Process Manager (formerly Promapp) / General 0 Open for voting

    Review all images and documents attached to a process under the process review, rather than separately

    With hundreds of processes requiring review that include 10 or more screenshots or videos (images) it is painfully time consuming going through each item individually for each process. As these images also require a review it creates hundreds of i...
    Michelle Pavel over 6 years ago in Nintex Process Manager (formerly Promapp) / General 15 Open for voting

    Include ability to do text formatting within tasks and notes (text editor)

    This request has come up time and time again and pertains to procedure view rather than map view. There are times we'd like to call special attention to viewer to some section(s) and currently it's quite challenging.
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 11 Open for voting

    Have a search component within a package for field usage

    Today, if you need to see if a document has a specific field, you have to manually open each package and search through it. This takes an extremely long time and wastes resources. To have a feature that we could type in the API of a field and it s...
    Rachel Kintz about 1 year ago in Documents / Document Automation 4 Open for voting

    Mass transfer of @TODO (eg. when someone leaves the company)

    When you transfer Ownership (Owner/Expert) of a process, you should also get the option to transfer any @TODO within that process that are assigned to the same person. OR Facility to transfer @TODO that are assigned to a particular person on mass.
    Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / General 9 Open for voting

    Automatic email notification upon assigning a new training to trainee

    I am aware that the training assigned is visible in the Process Manager Dashboard and in the monthly email sent out with the Dashboard updates. When I assign a Training Unit to a trainee in Nintex Process Manager, is there a way to automatically, ...
    Guest about 1 month ago in Nintex Process Manager (formerly Promapp) / Integrated Training Management 0 Open for voting