Archive: Process Manager Knowledge Articles

IssueClients may write in with Nintex Promapp methodology questions.Examples:Why can't I loop to another activity in the Process from a decision? Go to a activity further in the process from a decision Wants to add many activities following a decision ResolutionFor basic questions, we can answer to the best of our ability.  It pays to point them towards this Process Writing help page https://help.promapp.com/help/Process/Minimode/Permalink/HffVjHfduAQwtkWzeu153aLearn.nintex module that covers this aspect #3 Capture exceptions and variations.   https://learn.nintex.com/promapp-for-process-authors-engaging-process-writing-techniques/278186/scorm/1rsde730x626cAny more complex queries should be directed to their CSM.Decision Loop support:Nintex Promapp does not support decision flows that loop back to another activity in the process.  This is a deliberate restriction in Nintex Promapp as we believe that this type of flow makes the process difficult to understand.  We recommend breaking com

IssueWhen importing the Training History, the following error may be received:Training <Training Unit name> completion for Janine O'Laughlin has already been registered on <date> ResolutionCheck the Training Unit for a completed training for that user - if no training is shown, the training for this user was likely marked off as "Not Attended" and is therefore not visible in the training screen Add the user to the training unit manually: Schedule the user to a training in the Training Unit for a different date to the date required (You may not be able to schedule a training for the same date as the training was completed) Sign off the Training from the Dashboard and give it the date the training was actually completed   

IssueA Document may still be in Awaiting Approval state even though all approvers show that they have approved the document ResolutionThis may occur if a user required to approve the document is deleted.  Upload the document and submit for approval again to restart the approvals process with just the users currently required to approve. 

IssueImages included in Nintex Promapp Processes are small when expanded.   ResolutionUpload a larger image to Nintex Promapp using the Replace with New Version option in the Process. 

IssueNintex Promapp Viewing Permissions on a Group may not be applied immediately.   ResolutionThere is a background job that runs every time viewing permissions are set up.  This job goes through and sets up the permissions for each user.  If there is a backlog of background jobs, or you have a high number of users, this may affect how long it takes for this to run.  Please contact support@nintex.com if it seems to take too long, and we will investigate further.  

IssueAdding a 'Required Role' to a training unit adds Trainees to a Training unit ResolutionThis is the expected behaviour, while the users are not scheduled in the training yet, all users included in a 'Required Role' are added to the Training Unit, as all these users should complete the training.  This gives the Training Owners & Supervisors a view of who should be trained and their training status.  When generating a training unit report, please also be aware that the training units for the role will appear in the report for that user. 

IssueTasks in activities are showing out of order. For example: A,B,C,D,F,GCorrect Order: A,B,C,D,E,F,G  ResolutionThe resolution for this is to go to the process > Edit the process from the edit tab > Find the missing activity which is displayed underneath the previous activity and just click at the bottom of the shown activity. This will then reveal the missing activity which can then be edited.   

IssueA Process that has been Declined during the Process Approval stage may have been published. ResolutionThere are several reasons the Process may have been published:The Approval process may have been bypassed using the Publish Now button on the dashboard A global replace of Owner or Expert may have been completed, any In Progress changes will be published A Process may have been moved through Admin > Manage Groups - Any In progress Processes may be published. Additional InformationIf a Process is Unpublished (Never before been published versions 0.x) a Global Ownership change or Process Move wont Publish the Process. 

IssueNintex Promapp dashbaord notifications may have all been removed from My Dashboard. ResolutionEnsure you are logged in as your correct user rather than a test user or shared user account. 

QuestionCan the comments made when Saving or Publishing a Process be removed form the change log? AnswerThere is no way to remove these comments from the Change Log through the User Interface.  As time moves on and more and ore changes are made, these comments will appear further down the change log.    Additional InformationIf you there is a comment that is offensive or highly inappropriate please contact support@nintex.com. 

QuestionWho can request changes to the action plan & close the Improvement?  AnswerThe Improvement Portfolio Manager is the person who can request changes to an Action Plan, and close the Improvement.   

QuestionWhat is Text Mode or Policy Mode? AnswerText Mode is a Procedure only view, with no associated Map or Roles.  It is designed as a procedure for one person to follow.  Policy mode behaves the same as Text mode, however the word Procedure is replaced by the word Policy to use for Policies.   Additional InformationChange the option Enable process 'Policy' mode to ON in Admin > Configure > Process editing. 

TopicWhy doesn't the Process I'm viewing have a Process Map? InstructionsA Process Editor has set the [Display Type] of the Process to Text Mode. This is commonly used when the content is a business policy or informational in nature rather than a Process description.

QuestionWhere do we find out what was done in the latest update? AnswerYou can view the latest release notes under Help > Release Notes.  Additional InformationRelease notes: https://community.nintex.com/t5/Release-Notes/Promapp-v4-5-11-Release-Notes-July-2019/ta-p/95304 

QuestionIs there a limit to the number of Documents that can be uploaded to Nintex Promapp Document library? AnswerThere is no limit to the number of Documents that can be uploaded to the Document library.   

QuestionIs it possible to change the time of day the Nintex Promapp Dashboard emails are sent out?  AnswerThe emails are sent overnight to reduce load on our servers during work hours.  We recommend setting up a mailbox rule to minimise any disturbance due to emails arriving.    

QuestionWhat do the different icons that show on Processes mean? AnswerPublished Process:In Progress (Unpublished or Published, now In Progress):Linked (The Processes main group is a different group, this group has been added as an additional group on the Process)  

TopicHow can I update Process Names in our site in bulk? InstructionsThere is currently no way to update the names of Processes in your Nintex Promapp site in bulk.  This action will require each name to be changed in the summary section of the Process and the Process then saved and published.  

QuestionCan Nintex Promapp be used as a Records Management System? AnswerNo Nintex Promapp is not set up to manage Records in that sense.   

QuestionWhen are Nintex Promapp Processes that have been archived deleted from the archives? AnswerThe archived Processes remain in the Archived section until a Promaster deletes the Process from the archived section.   

QuestionCan you provide documentation on how to Manage Roles & Responsibilities in Nintex Promapp AnswerMinimode | Promapp 

QuestionWho can create Process Variations on a Process? AnswerAny user that can edit the Process can create Process Variations for the Process.  These users include:Owner & Expert of the Process Process Editors Process Group Champions Business Analysts Promasters Additional InformationThe configuration of global variations is limited to Promasters through Admin > Variations 

QuestionIs there a maximum number of roles a single user can have? AnswerAt this time there is no limit but if you run into errors at  high level, please let us know. 

TopicWhy do Dashboard Notifications for Processes that have been declined stay on the Approvers Dashboards? InstructionsThe notifications remain until the Process is either subsequently Approved and Published or the Approval Process is restarted by saving the Process.  This is so the Approvers can know there is outstanding work to be done on the Process, and the Process can be easily approved if required.  

QuestionWhy is it that Owner and Expert columns are not populated when using the process and documents review dashboard?  AnswerBecause documents could have a lot of owners it is not displayed on the dashboard as we use the same dashboard for documents and process review.