Archive: Process Manager Knowledge Articles

TopicNintex Promapp: How-to doc meant to provide step by step instructions to assist in configuring SSO with Microsoft Azure AD InstructionsLogin to your Microsoft site - login.microsoftonline.com Select “Admin” in the Apps SectionOn the Left Side of the page, expand Admin Centers and select Azure Active DirectoryOn the left, select “Enterprise applications” Select “New Application”Search and Select Promapp. Select “Add”Select Single sign-on Select SAMLYou’ll be taken to a screen that looks like this and select the Pencil to edit section 1Identifier (Entity ID) will be your Nintex Promapp site URL with “/” on the end Example -  https://go.promapp.com/yourpromappsiteURLhere/ Reply URL (Assertion Consumer Service URL) will be your site URL with “/SAML/Authenticate.aspx” on the end Example - https://demo.promapp.com/yourpromappsiteURLhere/SAML/Authenticate.aspx Select the Save IconScroll Down to Steps 3, 4, and 5. Download “Certificate (Base64)” Open this Download in a Notepad. Highligh

TopicWhy multiple Output Bubbles are shown on a Nintex Promapp Process Map. InstructionsMultiple output bubbles will show on the map if you have Decision links that go to an activity rather than a Process. The Process will follow the activity and then finish and so an Output bubble is show at each exit of the Process.  There is just one set of outputs shown for each Process and the output bubbles provide the same information when hovered over.   Additional InformationIf the Output has Show on Map ticked - This is automatically updated and is ticked if the output is linked to a Process that is included in the Process Map.     

TopicHow to re-order process group folders/processes in Promapp. InstructionsTo re-order groups or processes -1. Go to Admin > Manage Groups 2. On the left side of any process group/process, hold and drag the icon  up or down to move the process group/process in the desired order.  Promapp also has two more options to sort/order processes within process groups :3. Sort by Name (A-Z) - Sort process within the process group tree alphabetically from A-Z Click next to a process group and then click Sort by Name (A-Z). Click Save all changes.Note: Roles and users assigned to a parent group will be inherited by subgroups.4. Sort by Type (A-Z) - Sort the process groups types in the following order and then arrange levels beneath them alphabetically from A-Z:Suggested processes Normal processes Embedded processes Groups Additional Informationhttps://help.nintex.com/en-US/promapp/Admin/ManageGroups.htm

TopicNintex Promapp: When I assign a Viewing Permission to a parent Process Group, the child Process Group shows [Affected by parent] InstructionsIf a parent Process Group has a special Viewing Permission, a user can get to the child Process Group(s) only if they have the Viewing Permission assigned to the parent group.e.g. [Human Resources] is a parent Process Group. The Process Groups [Recruitment], [Leave Management], and [Payroll] are child groups under [Human Resources]. If the [HR Viewing Permission] is assigned to [Human Resources] group, child group access i.e. access to [Recruitment], [Leave Management], and [Payroll] will only be possible, when the user has the [HR Viewing Permission] viewing permission and has access to the [Human Resources] group. 

TopicHow to publish a Nintex Promapp Process when your site is in Normal mode.  Normal mode is a basic toggle of the process state.  The state of the process can be changed between 'In Progress', 'Published', and 'Archived'. This toggle is available from within the summary section when editing a process. InstructionsGo to the Process you wish to Publish Select the Edit tab Change the State from In Progress to Published Select SaveAdditional InformationVersion numbers update after saving changes to a process. The major version is updated after each save when the process has a ‘Published’ state. i.e. 1.0 to 2.0.  The minor version is updated when the process has an ‘In progress’ state i.e 1.0 to 1.1. The history of published versions of the process can be found in the 'Change Log' tab available at the bottom of the page when viewing the process map. For full details on who can edit and publish processes please see this KB article listing the functionality available to different types of

TopicHow can you see the Processes linked in Notes on the Map View? InstructionsProcesses contained in notes wont show directly on the Map view.  To see these Processes, select the activity and expand the note to see the linked Process.

TopicWhat do the Nintex Promapp Dashboard Notification emails look like? InstructionsAn example of the Dashboard email:  Additional InformationEach Dashboard email only shows the categories that are relevant to that user.if a user has no dashboard notifications they will not receive an dashboard email.   

TopicHow to create two root groups in Process Manager. InstructionsYou can't create two root groups. We suggest the following approach:Create the two groups you want as the main groups under the root group. Rename the root group to the main organization name. Move all of the folders into the appropriate group.

TopicHow to add a reminder for Users in Nintex Promapp InstructionsWe don't offer the ability to add a watermark or similar to the Process page to include reminders for users.  You can however alter the welcome message on the homepage to include a reminder:Navigate to Admin > Configure > Promapp System Settings Select the edit Pencil for the setting Welcome message Update the Welcome Message to your reminder Save

TopicHow do you change the Root name of the folder which is called "Current"?  InstructionsTo change the Root name of the folder you will need to go to:1. Admin2. Manage Groups3. Right-click on the folder4. Click on "Rename"From there you will be able to change the name of the folder. 

TopicHow does Nintex Promapp's publish Only mode work? InstructionsEnable the Setting Publish Only Mode in Admin > Configure > Process Editing Publish Only mode is a light version of the Process Approval Workflow.  It allows users to view the latest Published version, while changes are being made to 'behind the scenes' and then published when ready. Additional InformationVersion numbers will change when implementing Publish Only mode as the Process are migrated to the new workflow.

TopicHow to export a report to CSV format. Instructions1. Navigate to Admin > Reports.2. Choose a report.3. In the top-right-hand corner, click the Export to Excel button. 

TopicHow to find out what version of Nintex Promapp is running. InstructionsA Promaster can:Navigate to Admin > Configure Expand the section License InformationThe license and expiry date will be shown. Additional InformationAll cloud hosted sites are always on the same version.   

TopicHow do I bulk export documents in Nintex Promapp?  InstructionsThere is no direct way to export all documents, however, you can generate a minimode link to get a list of all documents.1. Ensure you have the correct settings enabled under Admin > Configure:2. Enable sending document lists via minimode URL (Default: Off) - Switch it ON3. Navigate to the Documents Library4. Click the mail icon in the top-rightThis will open a new window that will include a link to all the documents on your site.  Additional InformationThe link will only include documents that the user has permission to view. If you want this link to include all restricted documents you need to enable the option - Enable ALL DOCUMENTS to be viewed in minimode document lists (Default: Off)Example screenshot: 

TopicAre Roles & Permissions synced from AD when using Single Sign On? InstructionsRoles and Permissions cannot be synced using Single Sign On.  You can updae Roles & Permissions in bulk by using the Import User functionality:Export your users list by selecting the Excel icon from the Admin > Users section Update the CSV file to include the roles and permissions for each user Select Import Users option from the Cog Wheel menu Select Choose File and point it to the csv file Select ImportThis should update the existing users with the specified Roles & Permissions.   Additional InformationThis can only be used to add additional roles, roles you wish to remove from users need to be removed manually, or use the role merge. 

TopicHow to access the reports in Process Manager. InstructionsYou can access the reports section by navigating to Admin > Reports. Different reports are shown for varying levels of access and permissions.

TopicHow to Archive a Nintex Promapp Document InstructionsCheck the document is not linked to any Processes  Edit the Document in the Document Library by selecting the edit pencil Expand the Processes section by selecting the + icon  If it is linked to Processes: Edit the Process Remove the document/s Publish the Process/es Edit the document in the Document library by selecting the edit pencil Select the rubbish bin icon to archive the documentTo delete the document from Archive:Select the Documents Menu Select the Archived option Search for the document you wish to delete Select the rubbish bin icon to delete the document

TopicHow to edit a Process without increasing the version each time InstructionsYou can make incremental changes to the Process by using the Save button.  This will increase the minor version by 0.1 each time you press save.  When you Publish the Process the Major version will increase by 1 to x.0.

IssueCannot open an externally linked document in a process (for Chrome and Chromium based browsers).http://filepath/to/document/spreadsheet.xlsxError CodeAn error message will pop up or the screen will glitch when the document is clicked on, but the file won’t download.ResolutionPromapp is secured (https://) and the links are not (http://). Any content that is set as an insecure http:// will be blocked if the originating page is https://, as per Google's 2020 announcement. https://www.ghacks.net/2020/10/08/chrome-is-blocking-downloads-here-is-why/ 1. In order for the links to launch, please use a different browser such as Firefox or the new Edge.2. If your company only uses Chrome, please either use a download manager or enable mixed content in your browser. More information can be found here: https://experienceleague.adobe.com/docs/target/using/experiences/vec/troubleshoot-composer/mixed-content.html?lang=en Please contact your IT Department to assist with this issue. If all users ar

IssueIssues with contacting Support or the Promaster. When clicking on Help > Contact Support/Contact Promaster a new browser tab launches, with no options to email.Error Code After Clicking Contact Promaster / Contact Support, new browser tab pops up: ResolutionThe 'Default App' for 'Mail' on your PC needs to be changed to an email application (i.e. Outlook, Windows Mail App etc).For Windows 10 PCs:1) Please search 'Default Apps'2) Click on it: 3) In Email, click on this: 4) Choose an app: Click on Outlook (or Mail if you use Mail):5) The Default App has now been changed:6) Log back into Promapp, and Click on Help > Contact Promaster. A new email will pop up allowing you to Email through to the Promaster: Additional InformationIf multiple users require this change, please contact your IT Department for further information.If you are using Apple MAC OS, please contact your IT Department and they will be able to assist with the change.  

TopicIs it possible to restrict the access of a user with Business Analyst privilege? "There is no way to restrict edit access for a Business Analyst.  A user with Business Analyst access will have access to edit all Processes visible to them within Promapp.""The only options are to remove the user from having Business Analyst Privileges in Admin > Users and add them as a group champion, or group editor of the groups they have access to.  Alternatively you could restrict permissions to certain groups.  This will however prevent a Business Analyst from also being able to see any Processes in this group." Related Linkshttps://community.nintex.com/t5/Nintex-Promapp-Forum/Restricting-edit-access-for-Business-Analysts/m-p/127134#M456

IssueWhen clicking on a minimode link, the printing icon does not appearError CodeResolutionThe reason the print icon is not appearing is because the process may have previously had process specific variations and now it doesn't. The print icon hadn't been available for process specific variations, and because the process used to have variations, the print icon is not available to use in the process. The work around for this is to copy the process to a new process (which will remove all variant logic from the process) and then recreate the minimode link from the updated process.  

IssueCannot save an activity due date in the ChecklistsResolutionCheck the Checklist due date and change it to a later date > this will then allow you to set the activity due dates with a later date (as long as the date is within the Checklist date of completion). Additional InformationIf you have tried the above and you are still unable to set an activity due date, please contact Promapp Support.Help > Contact SupportRelated Linkshttps://help.nintex.com/en-US/promapp/Processes/Checklists.htm 

IssueExporting a .csv file and the file has no data (blank spreadsheet)ResolutionPlease ensure the default browser for accessing Promapp is either Firefox or Chrome. If so, please clear the browser cache and you should be able to successfully export the file again. If you are not using Firefox or Chrome, please set one of these browsers as your default for accessing Promapp.Related Linkshttps://community.nintex.com/t5/Technical-Issues/Nintex-Promapp-Exported-csv-is-opening-as-a-txt-file/ta-p/105422  

Question Why aren't the incidents for particular portfolios are not showing in the Improvements Register? AnswerThe Improvements register has a default date set. It will only show the incident items in the register that meets the date filter.  It has to be set to the correct date filters and only then the register will show all the incident items that fall under that date range.  To resolve the issue - 1. Go to Improvements > Register 2. Set the 'Start Date' and 'End Date' to the correct date range. For ex. if an incident was reported on 9th September 2020 and to show the incident in the register, the date range can be from 1st September to 10th September or from 9th September to any other future End Date or from any Start Date before 9th September to any future End Date after 9th September. Else, the incident will not show in the register.