+1I have created an Improvement Portfolio by mistake - can anyone tell me how I delete this portfolio please?
Also, does anyone know if you can copy a current portfolio as the fields are similar and rather than redo another portfolio, just rename a copied version of a current portfolio.
Thanks
Best answer by MarkduToit
Hi
To delete the portfolio created in error, you just need to navigate to Admin > Improvements, and then select the portfolio in question. Once you’ve done that, you should have the option to delete it, as per the screenshot below:
With regards to your question about copying an improvement portfolio, there isn’t currently functionality to support this. If however you feel that this is a feature that would be of significant benefit, it can be submitted via the Nintex Ideas portal - https://ideas.nintex.com. If the idea garners sufficient support, it could be prioritised for inclusion in a future release of the product.
Hope this helps 😊
Kind Regards,
Mark.
+7Hi
To delete the portfolio created in error, you just need to navigate to Admin > Improvements, and then select the portfolio in question. Once you’ve done that, you should have the option to delete it, as per the screenshot below:
With regards to your question about copying an improvement portfolio, there isn’t currently functionality to support this. If however you feel that this is a feature that would be of significant benefit, it can be submitted via the Nintex Ideas portal - https://ideas.nintex.com. If the idea garners sufficient support, it could be prioritised for inclusion in a future release of the product.
Hope this helps 😊
Kind Regards,
Mark.
+1That’s great, thanks Mark (
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