Nintex Ideas

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    Showing 136 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

    Add Risk Data to Process Manager Reporting API

    I think it is critical for us to have access to all modules like risk through the reporting API, this is becoming more of a need as time goes on.
    Guest about 2 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting 2 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

    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

    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

    Include User and Role Data in Reporting API

    Please can we include user management data in the reporting API. We'd like to be able to query data available from the admin > users tab, including user counts, user login counts, user last login dates, and roles in the reporting API, rather th...
    Hugh almost 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting / User Management 4 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

    Expand Process Manager Reporting API

    This idea is for overall updates to the Process Manager Reporting API. The referenced items below are for specific enhancements to the API: New Data Include User Management Data: https://ideas.nintex.com/ideas/IDEA-I-6052 Include Risk Data: https:...
    Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / APIs / Reporting 5 Started

    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

    Include process approval data in Reporting API

    Right now there is no way to report on process approvals. This is critical for process improvement and tracking.
    Jonathan Butler about 1 year ago in Nintex Process Manager (formerly Promapp) / APIs / Process Feedback / Reporting 0 Open for voting