5 - Nintex Workflow Cloud

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  1. Export/Import Form Design/Layout

    For my workflow start event, I have a very complex form designed that the user fills out. I'd like to be able to copy the layout to a task form later on in the workflow. I don't see an export/import button or a way to copy it? Please add this. Thanks!

    49 votes
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    4 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your suggestion, Michael. We are considering this feature.

    As a work around, you can export and import the whole workflow, then remove the actions on the imported workflow (not the original).

    Cheers,
    Euan

  2. Create PDF Rule of Completed Form

    The ability from a form rule to create a PDF of the completed form.

    Often on submit customers want to save a copy of the completed form itself in PDF format to a document store for record keep purposes.

    Developers don't want to create a separate report for this purpose, a quick and dirty print to PDF that looks reasonably clean will tick the box for this requirement for auditability requirements.

    The document should then be made available within the workflow to save away accordingly in a workflow event.

    10 votes
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    1 comment  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  3. Security trim a form so only users who have permissions can access the form

    Capability to show hide forms according to whom business owner decides. Some forms should only be available for few users within the business/department and the process owner should be able to give remove access.

    11 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. Data Look up from SQL Server on a Form

    There needs to be a way to pull/show data on the Form using the Data Lookup from a SQL Database. Many Forms we have information that users can pick or we show users in a label the information that come out of SQL Databases instead of having to hardcode the choices into the drop down choice especially when this data can change or not show them important information they might need to make a decision on the form in a label.

    EX.
    Approved Vendors
    Buildings
    Information pertaining to that specific user

    69 votes
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    planned  ·  3 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pre-populating Answers and Repeating Sections

    In my organisation, forms need be signed-off by several levels of management before they are complete. If they're unsatisfied with anything, this can be passed back to the previous stage. This means I need to save and recover the current answers, then pre-populate them in the form at each stage.

    Currently I do this by saving answers to a SQL database, then recalling them as a comma delimited string and using a substring to 'cut up' the answers. I did try extracting each answer as a row in a Collection (by using a Pivot table in SQL), but this required…

    18 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. Provide whole form data as a JSON object

    Hello,

    I have a workflow with 8-10 levels of approval. The workflow is initiated by an API. I then have to copy the data points (about 100 fields) into a local variable. I then have a task form which will be set with default values from local variable. In essence I need to display all the data received to the Approver.

    Now I have further challenge. Approvers can make changes to data before Approving. After every stage of Approval I need to send a snapshot of information back to the API.

    This means I need to copy the data one…

    6 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow add buttons to NWC form

    It would be very helpful if we could add buttons to NWC forms and specify what value they set to a field. For example, I would like to give my users the ability to click cancel on a form. Then the workflow will perform some tasks (like update the SP list item Status to "Cancelled") and then the workflow ends.

    22 votes
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    1 comment  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow for HTML/JavaScript within labels or within a separate control on the form.

    If we can add custom HTML/JavaScript to the NWC forms then we can enhance it in so many ways. From adding google address lookups to applying custom themes.

    19 votes
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    1 comment  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to build or get submitted form URL

    The ability to get the URL of the form submitted. We have two scenarios,

    1. We need to send a link to the original form through the task. this eliminates the requirement for us to recreate the whole start form again (No Export import capability which makes things even harder).

    2.We need the capability to use this link on a PowerBI dash board for reporting purposes so the management can see the summary of the data through the dashboard and view the full form by clicking the line item from the report?

    3 votes
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    1 comment  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  10. Split the option 'form available as' for Nintex Mobile and My Nintex

    It would be very helpful to split the option 'This form is available as' between Nintex Mobile and My Nintex.

    For example I might want to specify that a form is available in the Nintex Mobile app but not listed on the My Nintex page.

    See screenshot attached for option I am referring to.

    1 vote
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. improve data lookup control with multi-value fields and more

    The new Data Lookup control in the Forms designer needs at least these three additional features:
    [1] Support for multi-value fields (really needed soon)
    [2] Allowing multiple Option Labels that will show as multiple columns in the pull down.
    [3] Selecting a field to sort the option list by.

    55 votes
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    4 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Data source

    WHen using a Data source in WFC Forms, there are 2 limitations that need to be dealt with. 1. Data source needs the ability to filter data based on another field 2. Data source needs to be able to handle filters in a view for sharepoint. Since a sharepoint list can technically handle 20K rows most admin create filtered views to deal with this much data. If data source can not filter in the form, then the developer needs to filter in the list.

    3 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  13. Default Value for Data Lookup

    Should be able to determine a default value for a Data Lookup control. This could be configured so that the default would be the "first" value returned by the control, or when the data lookup only returns one value it automatically becomes the value that is displayed.

    42 votes
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    planned  ·  3 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. Contributor Permission level with Workflow Variables created from NWC Automate Start menu

    I'll try to make this short winded. The problem or what I want to solve for is having dynamic text (variable) within an NWC workflow form that can change dynamically of something exterior of the Form/Workflow within a Label, Description, or potentially other where a user whom is not a workflow designer can contribute without changing anything or accessing the workflow itself. Let me explain further on the architecture...I'm hoping for a "Contributor" whom owns the process but does not need access to the workflow, think almost a permission level between a participant and designer, where they could potentially see…

    1 vote
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  15. Nested choice fields or the ability to sort other choice fields based on earlier choices

    It would be nice to have the ability to use nested/sub choice fields or the ability to filter other choice fields based on earlier choices. For example, I choose A on choice #1. So because of that, choice #2 filters what is available because of a choice selection. Or display certain choice fields based on what is selected from choice #1. I can accomplish the latter with rules but this is painful if you need many sub choices based on the first choice.

    3 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability for fill in choices for the 'Choice - multiple' control

    It would be great if Forms supported fill in choices (other) like SharePoint supports.

    3 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  18. User context available in authenticated Nintex Workflow Cloud Start Forms

    In a cloud based Nintex Start form make the user context of an authenticated user available in the form designer.

    Currently the user context is only available in the workflow not in the form. With the user context available in the form designer we can use the user context in form rules or primarily as a filter in the new data lookup control.

    89 votes
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    8 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  19. Email link to Saved Form NWC

    It would be fantastic if it was possible to configure an email to be sent with a link to a 'saved' form whenever the save button is utilised for an Authenticated Form.
    In our organisation the majority of users do not have access to MyNintex and thus despite all forms being authenticated, it is not possible to use the save functionality. Ideally this email would have the same functionality as the 'Assign a task' email.

    3 votes
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
  20. Prevent multiple submissions

    I currently have a use case in which it would be nice if there was a setting in NWC to prevent users from submitting a form more than once. Our previous forms software had this ability. I wish NWC did too.

    1 vote
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    0 comments  ·  Form Designer  ·  Flag idea as inappropriate…  ·  Admin →
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5 - Nintex Workflow Cloud

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