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Process Manager

FORUM POSTS AND DISCUSSIONS

  • 474 Topics
  • 1,130 Replies
474 Topics
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?

475
A
7 days 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  

422
MarkduToit
7 days 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

321
MRepetti
13 days 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 

722
T
22 days 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Report on links associated with unpublished processes - is this possible?

Does anyone have any advice relating to identifying links that are associated with unpublished processes?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Items and Web Link reports are useful but can be misleading as they don’t indicate if a link is associated with an unpublished process (or unpublished changes).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 If the item is linked in an unpublished process (or unpublished changes) the report doesn't include this.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?

411
T
22 days ago
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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

261
butlerj
28 days 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

625
W
1 month ago
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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?

584
M
1 month ago
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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
1 month 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.

322
A
1 month 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  

374
A
1 month 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

347
cferrer
1 month 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.

363
U
2 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  

294
U
2 months ago
U
UlisesRookie
asked in Process Manager
Where to find auto-reply system generated emails

Hi,I’m a Promaster with admin rights but I’m having difficulties identifying where auto-reply sent emails reside as the configure tab only seem to show on/off functions but not the actual emails that are sent to our organisation Promapp account when for instance an account is locked or when user is trying to log in without having an actual account. I want to potentially adjust the wording or email and also exclude individuals who get notified by email that are no longer part of the team.Many thanks for your guidance,Regards,Ulises  

254
U
2 months ago
S
SMALLOWS22Novice
asked in Process Manager
Can you link back to an earlier activity?

In a process can I link back to a previous step.  Say step 3 in a process to step 2 and step 9 loop back to step 7?

483
MillaZ
2 months ago
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Lauren_RaymondNovice
asked in Process Manager
Unable to move process models to another group?

Hi! Question around Process Models - we are trying to move models from one group to another, however cannot find anywhere to do this - models don’t show up in the admin>manage groups screen and there is nowhere in the summary of the model that allows you to edit the group. Surely it is possible to do this and I’m just not seeing it? I’m very concerned the only way to get this done is to export, delete then reimport the model…. Any help would be appreciated!

353
J
2 months ago
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lhgravenNintex Employee
posted in Process Manager
Coming Soon! Process Manager available in French, French Canadian, German and Spanish

We are excited to announce that localization is coming soon to Nintex Process Manager! This means we will start supporting multiple languages, beginning with German, French, and Spanish. What is Localization? With the release of “localization” for Process Manager, we will officially start supporting languages other than English for the Process Manager user experience. These localization efforts will not only help existing customers find it easier to get work done in Process Manager but will also enable us to introduce additional language support rapidly in the future based on customer demand. The initial localization work will cover the UI elements created and managed by Nintex. This does not include user-generated process content itself, but process content level translation is something we are looking to support in the future; this can be facilitated through process variations today. How to Enable Localization Regardless of the site’s default language, users will be able to change th

400
L
2 months ago
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UlisesRookie
asked in Process Manager
SSO credentials to access Nintex Promapp

Hi everyone,Users in my organisation sign in to Promapp using SSO after they have been previously set up using their name and their work email address as their log on.In relation to subject line, I would like to know If the authentication done behind the scenes is done via an integration from another system or manually, as in when requested by the user?This query is from in internal business analyst wanting to determine the potential impact of a user email domain change would have on their SSO log on. My guess is that to maintain user access the simplest way would be to update the log on field with their new email address and the SSO should continue to work?Thanks in advance,U 

412
U
2 months ago
stapleer
stapleerRookie
asked in Process Manager
Record Management System Name

Hi there, I’m wanting to get some advice - particularly from organisations with regulatory functions eg. Councils.  We have had a change in the system we use for our document management and while looking to change wording in processes to the new system (which is a manual process of 400+ processes), System tag change is easy - it’s wording within the process that causes manual work. What do other people do in a process when referring to saving a document in a particular system?  Do you use the actual system name (which could change any time and mean more rework) or do you use a generic name  - like Record Management System, EDRMS etc.Keen to hear others ideas.

342
BrettHutchinson
2 months ago
C
Catherine ChanNovice
asked in Process Manager
Why have we removed the feature to edit documents from search in the Process Manager 4.11.19 Update?

In the most recent Proces Manager Update 4.11.19, the team have removed the ability to edit documents directly within search results.This has massively reduced the ease of use of the platform, as Document editors and document owners now need to go to All Documents > Search for the document > Edit, when previously they could just do it from the search screen.There does not seem to be any reason behind this change outside of aesthetics, but it has made it much more difficult and inconvenient for document owners and editors to administer their documents. 

380
C
2 months ago
J
JanineNovice
asked in Process Manager
Process views

Is there a report to show processes not viewed within a date range?

192
stapleer
2 months ago
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ElenaWestRookie
asked in Process Manager
Is there a way to mass-change one Process Expert (who left co.) to another Nintex user/Process Expert?

Is there a way to mass-change one Process Expert (who longer works at company) to another Nintex user/Process Expert?In other words, for any process where name-of-user-who-left is listed as the Process Expert, are we able to change the Process Expert in ONE PLACE and ALL processes who have this “old” Expert listed will be updated to the new Process Expert/user?Thank you in advance for any insights you may have!

272
E
3 months ago
Christoph_S
Christoph_SNovice
asked in Process Manager
Counting Minimode views

Hi Is there a way to generate a report that shows the count of how many times a certain Minimode link has been viewed?Cheers!

291
J
3 months ago
A
AdrianGaribdass01Scholar
asked in Process Manager
Delete roles associated with a user profile

We currently use the Import Users feature with Process Manager to manage our user accounts.  If a user has changed positions or roles within the company, Process Manager adds the new role to the user profile without deleting the old role.  We now find that many users have multiple roles (some up to 5) associated with their user profile.  This, in turn, impacts the notification sent to users based on their previous roles, which they no longer are interested in receiving.  Is there a setting or a way to ensure Process Manager deletes the old roles if changed?  At present, this is a manual process of going into each user profile and deleting the old role, which is time-consuming.  

452
MillaZ
3 months ago

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