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Workflow Designer

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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 ...
Guest about 7 years ago in Workflow Designer 1 Not Planned

Allow recall of approval requests

In Nintex Workflow for Salesforce, we need a way to recall approval requests after they have been initiated.
Guest about 7 years ago in Workflow Designer 1 Not Planned

Void Docusign

Once a Docusign is sent, we need a way to VOID an open send. This is critical and is available in SpringCM presently. We should have all of the information needed to process this request as we can pull back the Envelope ID from Docusign, and we sh...
Guest about 7 years ago in Workflow Designer 1 Not Planned

Remove Everyone from workflow

Delete "Everyone" from workflow access
Guest almost 8 years ago in Workflow Designer 1 Not Planned

Disable individual actions

Add ability to control action availability within a connector. e.g. allow users to use "Hawkeye Beacon" but disable "Start Beacon" and "End Beacon"
Guest almost 8 years ago in Workflow Designer 1 Not Planned

Date modification

Unable to modify Date variable formats and save back to date variable. or convert string to date.
Guest over 8 years ago in Workflow Designer 0 Already Exists

Allow changes to Start Event

Once the workflow is saved with configured Start Event (e.g. Web Form), you are not allowed to change the Start Event for that workflow to other event such as External Start Event. I have a workflow started with Web Form, and the workflow grown to...
Guest over 8 years ago in Workflow Designer 1 Not Planned

Add an 'other' option to Branch by value

Branch by value needs an 'other' option so that values outside of those specified by the existing branches can be handled by specific exception logic.
Guest almost 9 years ago in Workflow Designer 1 Not Planned

Get Label for termstore

When a term store field is used, the only options are to retrieve the GUID or WSSID - but not the LABEL. Need to do a 2nd REST call to retrieve this. We need to get the LABEL text - not ID (number)
Guest about 3 years ago in Workflow Designer 0

Assign a task form design and objects

Allow objects to be edited with switch/toggle on task design forms so whoever is actioning task form can edit data in collection/object. In 365 we can for related list items why can't we at least have the ability to allow users with edit permissio...
Guest about 3 years ago in Workflow Designer 0 Open for voting