Nintex Ideas

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Ideas

    Ability to move opened document images when in Procedure View

    Hi - small enhancement if feasible. From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task...
    Srinee about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 Open for voting

    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 about 1 year ago in Documents / DocGen for Salesforce 0 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 almost 2 years ago in Documents / Document Automation 4 Open for voting

    Display processes that Documents are linked in within search function.

    When users are searching for items within Promapp they also search for and find documents. In many cases they want to know when/where the document is referenced within processes. I would be beneficial to display the processes that the document is ...
    Unknown Unknown 7 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

    The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.
    Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting

    Associated documents transfer with processes

    When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
    Cassie Gao almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Make attachment types visible in the document library

    Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
    Noala Degasperis over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

    DocGen failures due to unsupported PDF

    Support additional PDF programs to avoid failures in Document Generation actions when combining multiple files. Yes, this sounds like a case. We've tried multiple times and were directed to create an enhancement request.
    Kristen Brown over 1 year ago in Documents / Document Automation 0 Open for voting

    Manage web links the same as other documents

    it appears that “Web Links” appear in Admin>Reports>Documents, but you can not see them under the “Documents” tab on the top horizontal menu bar. At the moment, it appears that the only way that we will be able to tidy up the Report, is to m...
    Paul Hollamby about 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

    Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

    We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...
    Guest over 1 year ago in Documents / Setup and Configuration 0 Open for voting