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Nintex Ideas

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DocuSign Identify for DocuSign Authentication

DocuSign has new additional AI Authentication from DocuSign Identify: https://www.docusign.com/blog/capabilities/identify These show up in DocuSign Templates as "DocuSign Knowledge-Based" Authentication rather than the previous "Knowledge-Based' D...
Brent Byhre 19 days ago in Documents / 3rd Party Integration 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 9 months ago in Documents / DocGen for Salesforce 0 Open for voting

Filter by role in User Managment - User section

Display limit of 2,000 users is restricting. Need a way to filter on role level for audit purposes.

Organize workflows into folders

Organize Workflows into folders as there's too much noise in the workflow list and it's hard to find the workflows that need to be worked on and how they're related.

Workflow Tracking enhancement

General requested enhancements for Workflow Tracking page. Wider date range ability, or the ability to type in date ranges. Selector is not user friendly. Sort on all the column displayed. Ability to customize the Columns displayed to includ...

Optimize user experience in My Nintex

Suggestions for Tasks: Ability to show/hide fields in view. Use of "views" for tasks. Ability for users to have a default view set similar to a SharePoint list or library so they don't have to reset the filters each time they visit their queue. Bu...
Brandi Woodson almost 3 years ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 1 Open for voting

Show all active tasks in dashboard

It would be useful if there was an option to show all active tasks on the dashboard view. We run workflows that often exceed the 30 day filter and i have issues where users do not see the tasks assigned to them because it is not in the main dashbo...

Workflow Instance Filter - ability to disable the date range

When looking at the list of workflow instances, the filter option is great to find the instance we are looking for, however it forces a Instance Start date to be on the filter (which maxes at "Last 90 days" - our workflow can sometimes have workfl...

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 over 1 year ago in Documents / Document Automation 4 Open for voting

Add Edited by column to Connections list.

We expect to have many Connections in our tenant and need the ability to sort and search by the connection creator.
Ned Humphreys over 1 year ago in Nintex Workflow (formerly Nintex Automation Cloud) / Dashboard Experience 0 Open for voting