Archive: Process Manager Knowledge Articles

Hello, Process Manager Users! We have some fantastic news to share. Process Manager is getting a significant update! The Product team has been working hard to enhance your experience and make your interactions smoother and more intuitive. We're stepping up our learning content to align with these exciting changes. Here’s a sneak peek at the key updates: 🔧 Process AttributesWe’ve enhanced your experience with process attributes by streamlining interactions and freeing up space for your process map—no more bottom panel! Our new right-hand panel makes accessing your process information quicker and more intuitive. Say goodbye to unnecessary clicks and embrace a more efficient, unified Nintex experience! 📊 DashboardsOur dashboards have a fresh new look and feel. These enhancements optimize how you filter, manage, and view notifications, ensuring a cohesive experience across tables within the My Dashboard. You can expect a more intuitive interface that streamlines data management and enhan

📢 Process Manager Content Updates 📢Hello, Process Manager users! The Customer Enablement team is excited to announce that we have just released a new How-To Video and updated one of our key articles. Our mission is to enrich your learning experience by showcasing the latest product features and keeping our content up-to-date. We can't wait for you to explore these new resources! Nintex How-To CenterNew How-To Video Add documents to process models In this video, we introduce a feature in Process Manager that allows you to associate supporting documents directly to specific elements within your process models. Learn how to seamlessly associate documents from the Documents library to enhance your process models, streamline your workflow, and keep essential resources easily accessible. Whether you need to attach policy documents, upload technical specifications, or link to a network file, this feature will help you organize and collaborate more effectively. Watch now to see how this cap

📢 Process Manager Content Updates 📢Hey, Process Manager users! The Customer Enablement team is excited to announce that we have just launched updates to one of our how-to videos and three courses on Nintex University. These updates bring product enhancements and extra information to enhance your learning journey. We can't wait for you to check them out! Nintex How-To CenterProcess Manager Updated Video Import and export process models  Nintex UniversityProcess Manager Updated Courses Process Approval Workflow We have updated this course to include information about the new product enhancement: Inclusion of Process Approvers in Initial Publish Approval Flow. Users set as Process Approvers within a draft process (a process not yet published) are included in the approval flow for the initial publish. The approval flow for any previously published processes will remain unchanged, and a new user set as the Process Approver will still require sign-off from the existing approver. This

 🎓📢Nintex University Updates📢🎓Hello Process Manager users, exciting news! The Customer Enablement team is thrilled to announce the release and retirement of the following Nintex University certifications. As we evolve our learning experience, these role-based certification exams are designed to cater to different roles within your organization. They will become your gateway to unlocking the full potential of being Nintex Process Manager certified and driving your organization's process management excellence. New content:Process Manager New Certifications Process Editor Certification for Process Manager Sign up for the exam after completing the Process Manager for Beginners and Process Manager for Editors learning paths to elevate your skills in process mapping and become a driving force for positive process change within your company.     Promaster Certification for Process Manager Sign up for the exam after completing the Process Manager for Promasters learning path 

Introducing the new Process Manager Certifications We’re thrilled to introduce two brand new certification exams that will take your skills to the next level: the Process Editor Certification and the Promaster Certification. As we evolve our learning experience, we have designed these role-based certification exams to cater to different roles within your organization; these certifications are your gateway to unlocking the full potential of being Nintex Process Manager certified and driving excellence in process management. These certification exams will officially launch on June 7 and replace the existing Practitioner and Expert certification exams. What to expect?Process Editor Certification: If you’re the go-to person for mapping out company processes and driving process excellence, this certification is tailor-made for you. After diving deep into the world of process management with our Process Manager for Beginners and Process Manager for Editors learning paths, take this certifica

To help align our Process Manager learning paths, we’ve made some simple adjustments to their titles.NOTE: This does not change the URL of the learning paths - just the titles.Process Manager for Beginners Formerly Nintex Process Manager Essentials for Beginners, this learning path is designed for new individuals using Process Manager to access, navigate, and collaborate on organizational processes. With a focus on the core functionality of Process Manager, this learning path will help you build the skills necessary to engage effectively with the platform without diving into advanced topics like process editing, process authoring, or Promaster duties. Process Manager for Editors Formerly Nintex Process Manager Fundamentals for Editors, this learning path is designed for individuals taking the next step using Process Manager to create, edit, and publish organizational processes. With a focus on building your process mapping foundation, this learning path will help you enhance the skills

 🎓📢Nintex University Updates📢🎓Calling on all Process Manager Promasters. The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Courses Process Variation Management Configuration Process Group Management Learning Path Process Manager for Promasters Retired content:Process Manager Process Variant Management for Promasters Replaced by Process Variation Management Configuration Process Group Management - Process Champions Replaced by Process Group Management  Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center. 😁

🎓📢Nintex University Updates📢🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Courses Advanced features for process mapping Process Approval Workflow Configuration Retired content:Process Manager Process Mapping Advanced Features - Promasters Replaced by Advanced features for process mapping Process Approval Workflow Configuration - Promasters Replaced by Process Approval Workflow Configuration  Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center. 😁

 🎓📢Nintex University Updates📢🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Course Administration Basics Retired content:Process Manager Promapp Administration Basics - Promasters Replaced by Administration Basics

🎓📢Nintex University Updates📢🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Courses Improve your process mapping‌ Work with tags Process Approval Workflow Work with process variations Learning Path Process Manager for Editors Retired content:Process Manager Process Mapping for Process Editors - Part 3 of 3 Replaced by Improve your process mapping‌ Promapp For Process Authors - Advanced Features Replaced by Work with tags Process Approval Workflow - Editors Replaced by Process Approval Workflow Process Variant Management for Process Editors Replaced by Work with process variations

 🎓📢Nintex University Updates📢🎓The Customer Enablement team is happy to announce the release of the Process Manager Fundamentals for Editors learning path!This learning path is designed for individuals taking the next step using Process Manager to create, edit, and publish organizational processes. With a focus on building your process mapping foundation, this learning path will help you enhance the skills necessary to engage effectively with the platform by diving into advanced topics like process editing, process authoring, or process improvement.By the end of the learning path, you will be equipped with the knowledge needed to maximize your productivity and contribute to your organization's continuous improvement efforts using Process Manager.

Hello Process Manager Community Users!We are currently updating all our Process Manager learning content. While this is underway, we suggest following the list below, which includes all the information needed to be successful on your learning journey and obtain the required certifications. Remember, we are on the journey of updating our content, so please check out our Content Corner for updates or reach out if you need anything! Nintex University - Process Manager Course ListLearning Path: Process Manager for Beginners Learning Path: Process Manager for Editors Learning Path: Process Manager for Promasters Process Improvements: Process Improvements - All Users Process Improvements - Promasters and Champions Onboarding and Training: Introduction to Onboarding and Training - All Users Onboarding and Training - Promasters and Champions Risk and Compliance: Introduction to Risk and Compliance Add-on - All Users Risk and Compliance - Risk Managers and Owners

ProblemWhile trying to connect to the Process Manager Reporting API through Excel or Power BI, the user experiences the error called Expression Error: The Authorization header is only supported when connecting anonymously SolutionThis is an issue on the Excel and/or Power BI side. Microsoft has provided a fix for this through the below article:The 'Authorization' header is only supported when connecting anonymously from sonar cloud API

ProblemYou may experience that the links in any generated email such as Dashboard notifications, Welcome email etc. seem to not be showing in the body of the email. SolutionHave your Promaster ensure that in Branding in configurations the setting 'Email Links Colour' is any visible color and not white. White makes the links show as not showing but if you hover over the email body you will see that a hyperlink bubble shows up.

To help with navigating the changes we’ve made to the Process Manager training content on Nintex University, here’s a helpful map of old courses to new courses. Please remember that we have broken up much of the previous content into smaller courses and eliminated several duplicated courses, so there is no direct one-for-one mapping. You can also eliminate the hassle of signing up for these individual courses by signing up for our new learning path: Process Manager Essentials for Beginners. Enrolling in a learning path enrolls you in all courses contained within, so you won’t have to worry about which course you need to take next. However, if you are in a hurry or need to take a single course, all courses are available for you to take individually. Old course - Introduction to Promapp for Frontline Workers - Part OneReplaced by:Why map processes? Log into Process Manager Set up your profile Manage My Dashboard Use the Process Manager Mobile app Old course - Introduction to Promapp for

The attached Nintex Process Manager Quick Reference Guide is a handy resource to keep nearby while creating fantastic processes for your organization. This quick reference guide and our process writing techniques video provide a potent combo for process authoring excellence! ReferencesProcess Manager Help: Process writing guidelines Nintex Process Manager - Quick Reference Guide (attached below)

Problem'Documents for approval' dashboard is not reflecting the same amount of documents awaiting approval items under 'All Documents > Awaiting Approval' section. SolutionThe two pages are showing different numbers of documents pending approval items because: 1. In the 'Documents for Approval' dashboard the notifications are generated to Documents Approvers, and all the Promasters. 2. In 'All Documents' > 'Awaiting Approval' page shows only the documents for the groups where a user is an Document Approver, and an Document Owner of. For example, you're seeing the document 'Position Description Care Support Officer' in your 'Documents for Approval' dashboard but not in the 'All Documents' > 'Awaiting Approval' page because because that document resides in 'Documents owned by Recruitment Team' group and you are not specified as the Document Owner and Approver in that group. You're seeing the document 'Aged Care Act 1997' in both 'Documents for Approval' dashboard and in 'All Doc

IssueThe changes made in Procedure tab are not reflected in the Map section.ResolutionIn any instance where the changes performed in Procedure tab are not being reflected in map section:1. Log in to the customer's site.2. Grab the URL of the customer site and add /admin/api/discover at the end (for instance au.promapp.com/demo/admin/api/discover) and press enter.3. Look for the 'RefreshApplicationSettings' and copy it's URL.4. Paste the URL into a new tab and press enter.5. Once a site has been refreshed, wait for 24 hours and both the views should be synchronized then.  

Risk management and compliance help maintain stability and integrity in organizations. With the Risk and Compliance Add-on in Nintex Process Manager, you can easily enforce compliance and risk requirements in everyday operations by integrating them into your process maps. In this video, we will demonstrate a walkthrough on the Risk and Compliance Add-on.ReferencesNintex Promapp Help: Risk and Compliance Management Nintex Promapp Help: Risk and Compliance Add-on navigation Nintex Promapp Help: My Risks Dashboard

Once you have completed setting up the process summary, the next step is to outline the process boundaries before mapping out the process. In this video you will learn how to capture the process boundaries, the factors that define the processes beginning, requirements, outcomes, and success measures.ReferencesProcess Manager Help: Triggers and inputs

Issue Processes are not saving and updating the value input to the ‘Assumed volume per annum’ field under the ‘Timeframes’ tab. Error Code For example, where a value of '2' was input to the ‘Assumed volume per annum’ field and the value goes back to '0' after saving the process.    Resolution The issue happens when the feature 'Enable Process Costs' under Admin > Configure > Process Timeframes is turned OFF on a site. To resolve this issue, the feature just needs to be turned ON. Then after inputting a value to the ‘Assumed volume per annum’ field it will update to the correct value after saving a process.      

TopicNintex Promapp: Title of Process not changing after save InstructionsPublish the process before the Title change will take effect. Additional InformationThis will only update instantly if it hasn't been published before, e.g, v 0.2 

TopicHow to create a new line in a Nintex Promapp Task or Note.   InstructionsTo enter text on a new line in a Task or Note hold down the control key and press enter.

TopicViewing Process Manager on your mobile device sometimes reverts to full site view as if you were viewing Promapp from a computer. InstructionsYou can use the Process Manager Mobile app instead.

TopicRestrict users from viewing unpublished processes InstructionsNormal users will not be able to view a process within the Process Group structure if it has a status of ‘In Progress’. Only Editors, BAs or Promasters can view unpublished processes. In addition, using Viewing Permissions, you can restrict access to a process by restricting access to the Process Group that the Process belongs to.