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Process Manager

FORUM POSTS AND DISCUSSIONS

  • 484 Topics
  • 1,149 Replies
484 Topics
R
Robster324Novice
asked in Process Manager
Expand icon for linked processes in Map view is missing for ALL users, except those created approx 3 months ago

I have created a lot of processes and tried linking them together. The linked expansion icon is not showing up in the linked processes for all new linked processes except those created approximately 3 months ago. All config settings are set to display for all users.   

40
R
1 day ago
E
ElenaWestRookie
asked in Process Manager
When "Enable process merge for normal users" is OFF, still there is a choice to Merge

In Admin > Configure > Viewing Options, although the “Enable process merge for normal users" is OFF, users (in both Minimode & user) are still able to select the icon on lower right to expand the process into the current map. Is there a reason why turning this to OFF seems to have no effect? And, if we wanted to turn this merge feature off, is there another way to do it?Thank you in advance for your inputs!

60
E
1 day ago
D
dariaRookie
asked in Process Manager
Process attributes no longer summarising the systems used?

Hi community,Since the Process Attributes were moved from the bottom of the screen to a button in the top right, the Systems now shows a count of every time a system is used, instead of a summary list of all systems used.  Eg. my process uses 5 systems in total, but the Process Attributes > Systems shows 35 which now represents the total amount of times any system is used. Is this a bug?  Where do I go now to show the summary of systems for the process, and to highlight which activities use which systems?Thank you

373
D
3 days ago
stapleer
stapleerRookie
asked in Process Manager
Processes not showing in search

HI, does anyone know why a process would not show up in the search results even though:I’m the Promaster The process is published It is showing under the process group in All Processes and Group Management.Thanks

273
_
8 days ago
A
AndeRookie
asked in Process Manager
Process Map Templates

Hello, I am looking for standard Nintex process map templates ie create a process, edit a process, approve and publish, review and improve, archive.I am sure I have seen these before but cannot find them in the Nintex Gallery or elsewhere. Are they hiding somewhere? ThanksAnde  

231
stapleer
8 days ago
C
ChrisHillRookie
asked in Process Manager
Notification of risks does not equate

I keep getting a notification that I have 10 risks to deal with on the risk module add-in on Process Manager. However, my dashboard is empty, with the exception of a cactus and a message to say that ‘something went wrong, please try again’.I am a Promaster, so I am used to seeing things on my dashboard that are not necessarily within my control, but at least I can see them and they add up to the number in the red dot. But this is winding me up as I can’t see any of the 10 risks that I have outstanding.Anybody have any ideas?

151
butlerj
10 days ago
AnthonyKumnick
AnthonyKumnickRookie
asked in Process Manager
Relaunching Promapp

Hi All,Weve been running promapp now for 7 years and were looking to do a relaunch to re-engage the organisation. Just wondering if anyone has undertaken something like this and has a bit of a strategy they’ve used?CheersAnthony KumnickNorthern Grampians Shire Council

351
A
13 days ago
S
SherrianneNRookie
posted in Process Manager
Re-launch and communication within an organisation

Kia ora everyone,   We have been using Promapp for approx. 2.5 years now and are undergoing a review of our phased roll-out of Nintex Promapp - how can we do better, what are we doing well, what education do we need to undertake.   We employ over 400 staff and one of the key objectives of our review is better communication at all levels of the organisation regarding the use and roles/responsibilities of Promapp.   Has anyone undertaken a review of their system or implementation strategy that could share some of the wins or losses you experienced while doing this?   Does anyone have any tips for communicating at different levels of the organisation (eg. Level 2, 3 & 4 Managers)?   Kind regards,   Sherrianne Nation Waimakariri District Council    

111
AnthonyKumnick
14 days ago
A
AndeRookie
asked in Process Manager
Process Review Checklist - Template?

Good morning, Is there a template available to use for reviewing a process prior to sending it for approval and publishing?ThanksAnde  

382
A
16 days ago
J
Jake.ParkerRookie
asked in Process Manager
Cannot Create Decision Trees in ProMapp

I am trying to create a process with 2 separate pathways based off a decision. It’s a process to show people which documents to use when managing a project. I want to have it reach a Decision Point where if it is over $75K, it will diverge and take a path. And if it is below $75K it will diverge and take a different path. I just cannot see anything like that in all of my settings. I feel like this is a very simple thing and should be possible in theory?Also my Promapp looks very different to a lot of the tutorial videos and instructions I have found. Here are some screenshots for reference. 

344
MarkduToit
17 days ago
M
mgrieve_nzRookie
asked in Process Manager
University - how to move to next module?

I have 100% completed a course, but I cannot move onto the next module:Any ideas on what I might need to do?

373
Nintex_Wasim
20 days ago
A
ahenseRookie
asked in Process Manager
Nintex and BPMN

 I have seen that Nintex provides its own graphical notation for the automation of business processes. There is also a Nintex process mapping tool that can edit BPMN processes. Is there any relation between the two, i. e., is it possible to translate BPMN into Nintex notation or vice versa?

665
A
1 month ago
G
GrantNRookie
asked in Process Manager
Need to convert BPMN to XPDL

Hello, I am attempting to import some BMPM (BPMN2) files from SAP ALM into Nintex and I cannot find a way (program or online tool) to convert to XPDL.This KB listed is old and the link to a converter comes up as a dead link, googling hasn’t helped. Can anyone assist? Thanks  

572
MarkduToit
1 month ago
V
VictoriaBRookie
asked in Process Manager
ATODO

Hello, I would like to propose that Tasks would not automatically default to start with @TODO.Frequently, BAs will leave steps open when developing a process, and they appear as @TODOs in the list, when in actuality, they are not. I address this in training, but dashboards are still littered with noise from empty steps. Am I the only one? Thank you, Victoria

511
MRepetti
1 month ago
stapleer
stapleerRookie
asked in Process Manager
Associated Processes for documents

Hi, I’m doing a restructure of our process groups and finding that we have a lot of documents that do not have associated processes but are associated with a group.  Does this mean they are not linked to a process and therefore can be deleted?  I’ve seen previous questions regarding associated processes for reporting and it was an error happening so just want to make sure it’s not an error first.  Thanks 

762
T
1 month ago
EddieThomas
EddieThomasScholar
asked in Process Manager
Report on links associated with unpublished processes - is this possible?

Does anyone have any advice relating to identifying links that are associated with unpublished processes? The Documents List and Linked Items and Web Link reports are useful but can be misleading as they don’t indicate if a link is associated with an unpublished process (or unpublished changes). For example, if you see an item with 0 attachments, no associated processes listed you’d think it isn't used in any processes but this is only true for published change. If the item is linked in an unpublished process (or unpublished changes) the report doesn't include this. Has anyone noticed this too? are there any recommended work-arounds? or is it impossible to tell without going through each unpublished process to see if a link may/may not be included?

441
T
1 month ago
E
ElenaWestRookie
asked in Process Manager
Is there a way to get text spaces (after a hard return) inside a Note to take affect?

This may be an enhancement request. Please let me know your thoughts on this.We are trying to force the content of a “Note” in Process Manager to avoid wrapping text for long sentences. The hard return (“shift” + “enter”) forces the text onto the next row just fine, however, when also adding “spaces” after the hard return, the system ignores the spaces and wraps the text.Said another way: While in “edit” mode inside a “Note” what you see is Not what you get (when in view mode). In other words, the text wraps in view mode even though it “appears” differently in edit mode (spacing looks how we want).  See images. One (with a vertical line on Left) shows “edit” mode appearance, and the other image shows in “view” mode while opening “Note” in “Map”.Reason for doing this is to create a workaround that will make lists appear in a more readable format for the users of the process. Yes, we could create the list in an attachment, but prefer to keep the info in a “Note” that is nicely formatted

271
butlerj
1 month ago
W
WaynePaytonNovice
asked in Process Manager
Swimlanes in Subprocesses within Process Models

Hello,Why can’t I have swim-lanes in subprocesses within the Process Model?I’ve created a high-level process model, consisting of a few collapsed subprocesses, I can click into the collapsed subprocess, yet I cannot add swim-lanes, and this is where I want to actually put them to determine the roles of who is doing what.I’m using process model as its still at a high level and its concept/designing a business process, so I don’t want to start doing business processes until we have the basic concept “signed off” as such.Is there a reason for not being able to use swim-lanes in collapsed subprocesses?Is there any plans to add this in the future?ThanksWayne

905
W
2 months ago
M
MregalaNovice
asked in Process Manager
Using process manager to perform internal audits

Hello, our organization will be onboarding our internal audit team soon and we are trying find the best way they can audit using Nintex. Our internal audit team audits all groups that are currently in Nintex and we have added them to view each group process. Now not all steps/activities/task will be audited (most yes, but not all) and we wanted to be able to identify those steps/activities/task that don't require audit. Since there is less that they would not audit then audit we figured a tag would work best, however we don't want the other users to see that tag. (for example we want the auditor to know maybe a certain step isn't required by CMS guidelines, however we don't want the examiner to know that because it may cause them to be more careless) We only want to auditors to see it. Is that possible? Or maybe someone knows of a better way?

664
M
2 months ago
S
Sara Green MVBNovice
asked in Process Manager
How are you managing Process Acknowledgements?

We are working on setting up Process Approvals/Acknowledgements, but are running into issues when attempting to have 3 different levels of changes. Level 1 - Regular Approval Process Level 2 - Process Acknowledgements (Critical Changes) Level 3 - No Approval (Formatting/Typos)Does anyone have any best practices for how to manage Level 2 and 3?For Level 2, I am worried that Process Owners won’t turn on/off the acknowledgements at the right times. What is the best way to manage this? Are there any reports available that indicate if a Process Owner has turned on/off the feature?  For Level 3, how can a process editor skip the approval process? I appreciate the guidance!

571
Nintex_Sam
2 months ago
A
AnnaSTDCRookie
asked in Process Manager
View of Overdue Risk Reviews

Hi allI am not sure if I am missing something, but as Promaster I can view all overdue risk treatment signoffs under my risk dashboard but cannot see the overdue risk reviews. I would like to know if there is a way for these to also pull through to my risk dashboard and whether i can have the ability to sign off risk reviews on other’s behalf. I meet with the senior leadership team quarterly to review risks and it would be much easier if i could sign these off after this meeting on their behalf.

332
A
2 months ago
A
AndeRookie
asked in Process Manager
Using APQC Classification Framework

Hi everyone, Is anyone using the APQC Process Classification Framework as the set up in Process Manager? Please share any insight on whether it has worked or not worked in your organisation.Thank youAndrea  

414
A
2 months ago
cferrer
cferrerRookie
asked in Process Manager
Is it possible to rearrange the actions order in the action plan of the Improvement Module ?

Hello everyone,We have noticed that when creating an action plan, the actions that need to be resolved in a sequential matter i.e. Action 2 can’t be complete until action 1 is addressed, unless we create them in the same order that we want them to be completed, there is no way to rearrange them (at least not that we know of).For instance, if we create an action plan with say 3 actions and later on, we realised that we missed one that should be completed ‘before’ the 3rd action in the original plan, the newly created action will show at the top or at the bottom of the action plan.Is there a way to ‘drag’ the action or reorganise it so it is shown in the desired order in accordance with their sequence of completion? The same applies if the actions were not created in a sequential order (of completion) and later on it is decided to reorganise them accordingly. It doesn’t seem to be possible at the moment.Appreciate your insights on this.Thanks,Carlos

367
cferrer
2 months ago
U
UlisesRookie
asked in Process Manager
API Interface Integration to pull out next steps, templates via API

Hi,As per subject line I have received an enquiry wanting to know if Promapp has an API interface?In addition to be able to map out their processes they would also like to have integration to the system to pull out the next steps and templates via API. They are enquiring about the reporting API functionality.Is the above possible? thank you in advance for your response.

393
U
3 months ago
U
UlisesRookie
asked in Process Manager
Document already exist error when reattaching document to Process

Hi,I am a Promaster and I get this error when attempting to reattach a document to a process. Document was initially deleted from process as an updated version of same document was needed. Newer version replaced old via the edit document option under ‘Replace with new version’ in the Document tab menu. Neither the Attach Existing Document option finds the existing document in document library, nor the Upload New Document option allows you to do so because it is already an existing document in the system.Couldn’t find this issue being posted before. Thank you in advance for your assistance in this matter.Regards,Ulises  

314
U
3 months ago

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