3 - Nintex Workflow for Office 365

Welcome to the feedback forum for Nintex Workflow for Office 365

Please use this forum to submit ideas or feedback on the product.

The Nintex Workflow for Office 365 team

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. DocuSign - Download Signed Document and DocuSign Envelope as one PDF-file

    A couple DocuSign-related Actions enables the user to download the signed document (including the signatures) or the certificate of completion (envelope).

    While using the DocuSign App within SharePoint, it stores a signed document and the envelope as one single .PDF-file. DocuSign already combined that two documents, to it would be great if Nintex can provide that same functionality.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Error if sending to invalid external email

    If using the action to send emails to an external email, I would like for there to be an option to error if the email being sent to is invalid. Otherwise, the workflow will continue as if the email was sent and no one will know that it wasn't sent.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Problem with query user profile property using Created By Email

    Can't retrieve Manager from user profile when passing in the user's email (The Advanced lookup, list item, created by, click the x and select Email for formatting). The service returns "The username format is invalid"

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  4. Equivalent Action for Query LDAP in SPO

    IN SP2010 Nintex workflow there is an action Query LDAP which is used to query the DL (Domain Group) Users. But in SP Online am not getting the equivalent action for Querying the members of the particular Domain Group
    If any one has faced this scenario please help me

    Bhanu

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Favorite Actions

    Create a tab that lists favorite actions. This would allow to easily access actions that you use a lot (like log history), instead of having to scroll through all those tabs.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
    Open for voting  ·  Jon Hardy responded

    Thank you for your suggestion. In the mean time try typing in one of the words of the action name in the search it will appear in the toolbox e.g. log for log to history. This will also avoid the need to scroll through tabs.

  6. Required fields for workflow start parameter

    At the moment it is not possible to set a workflow start variable to "required". This function is highly needed.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sync mailbox with list (Exchange)

    Would be great to add:

    Synchronizes unread messages from a specific Exchange account with a SharePoint list. Similar to http://plumsail.com/workflow-actions-pack/docs/email-processing/#SyncExchange

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  8. Update Connection details validates connection

    It seems when creating or modifying the connection credentials the connect button only saves the entries and does not try to test the connection. Is this true or am I missing something. Thanks

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  9. Provide examples

    I wish you would provide examples of how to use Nintex functions. I am a visual learner and need to see examples of how something works. Your site is totally useless to me. For example, I want to see how the Switch function is used in a workflow. Your site does a horrible job of explaining how to use it. Nothing on our version matches what is out there in the community either, it is all outdated. Very frustrating

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  10. Email Action

    Fix all the issues with the Email Action fonts and styles. You have to create the email in Notepad, then paste the text into the email action, set the preferred styles and fonts, add the attributes and hope that the email works....9 times out of 10, the email fonts are not correct

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  11. Update list item catch exceptions / ignore errors

    When updating multiple list items for example tasks it would be usefull to have a ignore errors checkbox to resume with the workflow if the update list item can't find the item. This would help because tasks disappear when 1 of 3 tasks is approved. But a parallel loop which updates the tasks with information still tries to find and update all 3 tasks but only 1 is still there. Workflow then crashes.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Link to item in My Workflow Task List Webpart

    Need to be able to have a link to the item the workflow is running on in the task list. Many people use My Workflow Tasks to access the items to review and then approve or reject.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  13. Unable to import same Workflow settings on "Set Workflow Variable" configured with "List Lookup" on a different site collection.

    Unable to import same Workflow settings on "Set Workflow Variable" configured with "List Lookup" on a different site collection. As compares if we use "Update List Item" Workflow action configured with "List Lookup" the settings are imported with no problem.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create PDF from HTML, Enhanced Rich Text field (with Pictures and Tables), or Other File

    Would really like to see the ability to create PDFs that can be saved to Document Libraries that are generated from existing HTML or from any other type of file format (email, .rtf, etc.) Not looking for additional tagging or anything (like what DocGen provides). Simply looking for a PDF Converter for an existing file.

    Doc Gen has been unsuccessful for generating PDFs from existing HTML content that includes formatted tables. Really could benefit from being able to generate PDFs on the fly from already existing content.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create CRM Record

    Would be useful to know what you need to put in the 'create' field when you are trying to create various things in CRM

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  16. Run If fields should be switched

    We are finding the new Run If fields awkward. We think that the first two fields should be swtiched with the last field. I have an image attached as a sample of what it looks like today.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow management of LazyApproval phrases

    We need the option to specify custom approved phrases and associated mappings for LazyApproval, like we have for the On-Prem version (Site Settings > LazyApproval settings page)

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  18. How can I achieve 'fn-ToUpper' in Nintex Online

    What's an alternative to fn-ToUpper in Nintex Online?

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  19. Nintex workflow web-parts

    Is there any path to provide these web-parts in Nintex Online?


    1. My workflow tasks

    2. Workflow Chart Viewer

    3. Workflow Report Viewer

    4. Workflows I've Started

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
  20. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Store / Actions  ·  Flag idea as inappropriate…  ·  Admin →
    Open for voting  ·  Jon Hardy responded

    Please note: While this has been delivered I have reopened this suggestion from the point of view of improving the action.

  • Don't see your idea?

3 - Nintex Workflow for Office 365

Categories

Feedback and Knowledge Base