5 - Nintex Workflow Cloud

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  1. Re-play Assign a Task feature

    Hi There,

    Wondering it this has been implemented or resolved? Re-play "Assign a task" feature?
    I've created a basic workflow to test start event form, then after that it has another step below "Assign a Task" with form.
    i.e Staff fills out Nintex Cloud form and one of the fields are "Manager" easy. (The to field is a variable set from start event "varManagerEmail") if for some reason there's a typo in the email address. Nintex can see it's done it's job and next step, however the "Manager" never got the email because of the typo and the instance is…

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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

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    The team have commenced working on Manual delegation. on top of assignees being able to delegate their own tasks, Business owners of a workflow will be able to review all instances in the Workflow tracker. Here, Business owners can view the Start event details, associated tasks, and be able to delegate.


    This should solve for the "typo in the email address" scenario:

    Business owner can see the Start form, identify an incorrect task, delegate to the correct email address/user. This user will be able to see the same task email body, with any additional delegation comments from the Business owner. If task assignees have the permission, they will be able to see the Start form in My Nintex.

  2. New Salesforce capability idea

    Not a product problem. But something that has popped up a few times now when dealing with Salesforce Leads. Having the ability to convert a lead to a contact and be able to configure an action to create a new account / Opportunity or assign . the lead to Account / Opportunity IDs would be be really great.
    The only way to achieve this at the moment, with out using APEX is to look for a lead, and if it existing copy all the information to variables. Delete the lead and the recreate a new contact using the stored data…

    1 vote
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

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  3. UI enhancement for actions

    I would love to see connectors / actions grouped separately. Also, seeing Connectors sub-grouped by type (e.g. database, CRM platforms, file based, etc) would be helpful as there are just so many now.

    2 votes
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    Open for voting  ·  2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

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5 - Nintex Workflow Cloud

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