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Process Manager

Access resources, discussions, and best practices to efficiently map, manage, and optimize your processes with Nintex Process Manager.

  • 515 Topics
  • 1,240 Replies
515 Topics
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CobEva25Rookie
asked in Process Manager
Process Manager - Nintex Error

I am receiving an error weekly stating, “Error getting breadcrumb children” and my search here yielded nothing so I wonder if you have some wisdom for why this keeps happening and what I should do to avoid the error. My teammates are not receiving it. 

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Nintex Employee
lhgravenNintex Employee
posted in Process Manager
New Feature: Control Whether the Summary Panel Auto-Opens When Navigating to a Process

New customization option designed to give you more control over how you interact with processes in Process Manager. With this enhancement, you can now decide whether the summary panel automatically opens when you navigate to a process. This helps streamline your workflow by letting you choose what’s most efficient for you:  Keep the panel auto-opening for quick access to process summary details.  Turn off auto-opening if you prefer a cleaner view when navigating into a process.  How to Set It Up You can adjust this behavior in just a few steps:  Navigate to My Profile  Navigate to Preferences  In Preferences, you’ll see an option labeled “Show process summary panel by default”  Check the box if you want the panel to always open automatically.  Uncheck the box if you want the panel to remain closed until you open it manually.  Your selection is saved automatically and will apply whenever you navigate to a process. Why This Matters We know every user works differently, some w

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Nintex Employee
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bhawtonRookie
asked in Process Manager
Improvements - Adjustments to Investigation and Actions

Hi there, Is there the capability to make adjustments to the investigation form fields and the action form fields, the same as we can change the reporting form fields. Particularly within the investigation this would be useful, we require a lot more information and are currently using a template but as you can’t make the upload of the finished template mandatory this requires manual checking. Thank you

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MRepetti
Nintex Employee
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EstherPRookie
posted in Process Manager
Expert and Owner & Expert - Roles instead of Users

I am struggling to set up my instance of Nintex Process Manager to only allow roles as the owner / expert, and not an individual user (trying to future proof to make it easier to manage when someone is promoted / resigns etc.).  Is there a setting where one can set it to only allow roles and no individual users (names) as experts / owners? 

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Nintex Employee
WillDowdenNintex Employee
posted in Process Manager
What is the best way to deal with staff who leave (maternity or otherwise)

What is the best way to transfer roles and process ownership when someone leaves the workplace (Maternity leave or otherwise)?

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stapleer
stapleerRookie
asked in Process Manager
Bulk Archiving

Hello, is there any update on bulk archiving? I noticed questions from two years ago, so I'm hoping we might have a solution soon to help me with a major cleanup of our processes. Thank you!

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butlerj
Nintex Employee
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NahidRookie
asked in Process Manager
Submit for Approval problem

My colleague has been having issues with submitting a process for approvals. She has been getting error messages like “Bad Request” or “Contact Nintex support or ProMaster’. She has tried everything and still the issue exists. Can anyone help with this?Kind Regards,

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DNeeckRookie
asked in Process Manager
Microsoft Copilot

Is it possible to access process maps in Process Manager from Microsoft Copilot. The use case would be for a team to ask a question of Copilot, and the answer is provided by a process map. We would answer with a link to the process map.Our backup plan is to export the process maps to PDFs which is manual and could become outdated. Thanks

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BethCEllisNovice
asked in Process Manager
Remove risk treatment dependencies

I have a Process  that needs to be archived and it has some Risk Treatment dependencies.From what I've read, I need to remove the Risk Treatment dependencies, submit the changes for approval and then I can archive once approved? But... I can't figure out how to remove the Risk TreatmentsIf someone has advice on how to do this it would be greatly appreciated

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MillaZ
Nintex Employee
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acokerRookie
asked in Process Manager
Changing a Process Owner

I have changed the Process Owner on one of my processes, but it will not route for approval to that new person.  It is still routing to the originally assigned person.  Can someone let me know if I need to do something different to get this Process Owner changed?

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MillaZ
Nintex Employee
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Robster324Rookie
asked in Process Manager
Archival Request

Hi all, when a user, not a promaster, requests a process be archived, where does the notification go? We don’t have document approval activated but we do have process approval activated. The request does not seem to be added to the archived list, as it’s not yet archived but we can’t tell which requests have been made. Thanks in advance. Rob M

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Nintex Employee
butlerj
Nintex Employee
butlerjNintex Employee
posted in Process Manager
Process Manager Localization Customer FAQs 

Hi All!The Nintex Process Manager team is excited to annouce that French, German, and Spanish localization will soon be coming to Process Manager. We wanted to put out this FAQ to help answer some questions before it arrives! Q: What is “Localization” and what parts of Process Manager does it cover? A: With the release of “localization” Process Manager will officially start supporting languages other than English for the Process Manager user experience. Starting with French, German, and Spanish support, the localization efforts will enable Nintex to introduce additional language support in a rapid fashion in the future as customer demand necessitates it. The initial localization work by Nintex will cover the UI elements that are created / managed by Nintex, so this does not include actual user generated process content itself (this is something we will look to support in the future and can be facilitated through process variations today).  Q: Is there an additional cost for the localiz

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ClaireTRookie
asked in Process Manager
User getting error Code 302

Is anyone able to advise what the following error message indicates - “Request failed with status code 302”,  One of our  users is getting presented with this whilst trying to update a process.  Thanks 

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Nintex Employee
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CobEva25Rookie
asked in Process Manager
Process Manager - Map Branding

All our maps in the process manager have a logo (which is good) and a Department Tag (Finance - which is NOT good) at the top left corner. We were told that since the Finance Department made the license purchase, it’s hard-coded and can’t be removed. That was a long time ago. Hopefully, this has been resolved in a subsequent update so that we can remove the Finance Dept tag that appears on all our maps. This seems like it would have an easy fix. Can anyone help?  

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butlerj
Nintex Employee
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SaraENovice
asked in Process Manager
Response code: 500 does not indicate a successful operation.

Hi Has anyone had this error when publishing a process? its the first time ive seen it Response code: 500 does not indicate a successful operation.Thanks! Sara 

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AnthonyKumnick
AnthonyKumnickRookie
asked in Process Manager
How to print a completed checklist

We are finally after 6 years of using promapp have a use for Checklist… however the team that want to use it has a requirement to have the completed checklist printed for audit purposes… Has anyone else had this requirement?

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Nintex Employee
Srinee
SrineeRookie
asked in Process Manager
How to Know # of Processes under Customer Subscription Plan

Does anyone have a clear definition on how to identify the number of processes that count towards your customer subscription plan? I'd like to be able to know this from time to time, especially as we are in a our first subscription and I get asked about this from my sponsor.

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DebbieBRookie
asked in Process Manager
How do I remove a system checklist from a process

I have a process which accidentally had a ‘Checklist’ created, in the process there is a form linked in, we no longer require the form or the process, I have been trying to archive the form from the process so I can then archive the process.  I have sent a notification to Nintex as I am getting an error message after saving.  However, I have discovered the system ‘Checklist’ was created and I really don't know how the user did this but as they told me they wanted to remove the form and archive them both I know the checklist was created by accident.  Would this checklist be causing the system to return the error.  I have been trying to work out how to archive the system checklist in this process but haven’t been able to work this out yet.  Can you help with this. 

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cferrer
cferrerScholar
asked in Process Manager
Document list report not showing all documents

Hello,I have just noticed that the ‘document list report is not showing all documents’ currently sitting in our Process Manager.I have run the report INCLUDING ‘...associated Process Groups, Search Tags, and System Tags’ and ‘...links in unpublished changes. I have also run the report NOT including those parameters and the result is the same. A few documents are missing in the report.I’m wondering whether you have experienced a similar issue?Thanks,Carlos

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cferrer
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TaniaSScholar
asked in Process Manager
Minimode Links - Conflicting Information

Hi,The information in the help section, vs the how-to centre vs what I have experienced with minimode links is conflicting. Nintex Help Says:Minimode links update every time a process is published. That means a link to an unpublished process will show the current version until the process is published. When sharing a "0.xx" version process, the process version gets updated to 1.1 version, and that same minimode link shows the newer version.Links generated for published processes behave the same way, but allow users to switch between the last published version and the current in-progress process.In either case, once the process is published (or published again) a new minimode link will be needed to view the current state of the process. For more information, see Minimode configuration. The How-to Centre Says:How do Nintex Promapp minimode links for published, unpublished, and in-progress processes work?Minimode links have different behavior depending on their publishing status:Unpublish

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alangham18Rookie
asked in Process Manager
Deny Archival of Process

Hi all.I’m wondering if there’s a way I can deny the archival request of a promapp process?Essentially one of the processes I’m reviewing is ‘awaiting archive approval’, and I can only see the option to approve it. Is there a way I can deny it? Or do I have to first approve it, and then reinstate it after it’s been archived?Hope that makes sense, thanks in advance!

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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    

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staciakato
staciakatoRookie
asked in Process Manager
Dashboard: Processes for Publishing

This may be a recent issue, but I wanted to see if anyone else noticed it? I’m familiar now that the processes that land in the Dashboard: Processes for Publishing are ones that have an error in them that requires a Promaster to check. For example, the editors may have submitted for approval a process that has links to an archived process. That would be an error and it has been up to us Promasters to help the editors resolve the error. Recently, I noticed a process that had such an error (output link to an archived process), both editors had approved, and it didn’t land in the Processes for Publishing queue, but rather stayed in the Processes for Approval queue with just a Publish Now button. Curious if anyone else noticed this behavior within the Promaster’s view of the My Dashboard?

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BrettHutchinson
Nintex Employee
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Nintex Employee
EvgeniosENintex Employee
posted in Process Manager
New GenAI Feature: Nintex Process Manager – AI Process Generator

In today’s fast-paced business environment, the ability to streamline operations and enhance efficiency is more crucial than ever. At Nintex, we understand the importance of getting to results faster and utilizing continuous innovation to empower our users with the best tools for documenting and optimizing their business processes. We are thrilled to introduce a new feature that leverages the power of Artificial Intelligence to generate new procedures automatically: Introducing “AI Process Generator” within Nintex Process Manager.Process Manager integrates generative AI to analyze your initial process summary and any additional specifications to build an optimized procedure designed to fit your unique requirements. By harnessing the power of large language models, we are not only simplifying the creation of new procedures but also enhancing their accuracy and efficiency, enabling your organization to scale their process excellence practice.  Get to published promptlyThere is nothing sc

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Nintex Employee
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mpearlRookie
asked in Process Manager
Documents not linked to a process

We have over 700 documents that are not linked to a process map. They may be old documents that are no longer used and there is concern that staff maybe accessing documents via Process Manager.  Does anybody else regularly audit their documents and archive those that are linked to a process map?

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