Nintex Ideas

đź‘‹ Use this site to provide feedback and ideas for all Nintex Products. See our post on Nintex Community "Welcome to Nintex Ideas" for more details on Nintex Ideas, how an idea is handled by our product teams and more!


If you have questions about Nintex Ideas, please contact ideas@nintex.com

If you require support, please visit Nintex Customer Central

If you have a sales inquiry, please contact sales@nintex.com

ADD A NEW IDEA

Clear

Ideas

    Showing 215 of 2849

    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 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

    Bring back the ability to edit documents from Search

    In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
    Catherine Chan over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 8 Not Planned

    Ability to Delete/Archive documents linked to an Archived Process

    Users expect that when they Archive a process it also archives the attached screen shots and documents. This does not happen and then the documents are stuck in the document library and cannot be archived or deleted as they are still linked to the...
    Unknown Unknown about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 1 Planned

    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

    Bulk delete of documents

    It would be great to bulk delete documents. Over time a number of documents have been uploaded and are no longer or were never attached to processes. We would like to be able to bulk delete any unattached processes that have not been viewed in 12 ...
    Guest about 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 4 Planned

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath about 1 month ago in Documents / DocGen for Salesforce 0

    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 over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 Open for voting

    Pass SFDC flow variables to DocGen Form Fields

    Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...
    Haley Walsh 4 months ago in Documents / Lightning Experience 0 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 9 months ago in Documents / Document Automation 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 10 months ago in Documents / Setup and Configuration 0 Open for voting