Process Manager

I want to understand how to setup my folder structure so as to remove deduplication of processes shared between different departments.

If a risk portfolio is no longer required, but has risk with overdue signoffs, can the portfolio be deactivated and the signs automatically removed from the dashboard or do signoffs need to be completed before deactivation?

Hello Nintex Process Manager users!   The Model Context Protocol (MCP) is quickly becoming the standard for connecting AI assistants and agents to enterprise systems. With Process Manager MCP, you can securely expose your organisation's process knowledge to MCP-compatible AI platforms, allowing users to find and interact with process information directly from the tools they already use.Whether you're building agents in Microsoft Copilot Studio, Claude, or another MCP-compatible platform, Process Manager MCP provides a standardised way to connect AI experiences to your process repository. The result is more accurate answers, reduced time spent searching for information, and easier access to organisational knowledge when and where employees need it.Think of MCP as a standard connector between your process repository and AI assistants. Instead of employees searching through process portals and documentation, MCP allows AI agents to retrieve relevant process information and present it in t

Hi, I’m wondering why document upload or change approval requires all 3 promasters to approve, even though we set the document approvers regime to ‘First only required to approve’. I uploaded and changed the file, and I am a promaster. Hope you can help.  

Hi there, Is it possible to have a link to the “create a process” page in Process Manager? We are creating a Process Manager landing page in our Sharepoint and want to have a quick link button to create a process. Thanks

Hi,I am creating a process. I move happily along to a decision. I then reach a decision point. If the ‘product’ is a tier 4 there are two extra steps so I go off into another group, perfect.I then want to bring the group back in as a conditional, I can not place it after a decision, will not save. So has to go after the next step, so on the map it does not look like you need to follow the next process.screen shot of what it looks like at the momentWe have lots of examples like this. Anyone have any ideas to make this work at group level?Thanks in advanceMark

A contractor left our company over a year ago, and she created numerous process flows.I tried to reactivate her account and she can’t log in.Any help with resolving this would be greatly appreciated!

Hi Team, I would like to allocate a role automatically to an user based on email address. Can I set up a rule to provide all users that have the email address with UZ extension: dummy.5@accesa.uz with a specific role?

Hi,I’m looking for some advice on whether the number of days for marking a process as reviewed (currently 60 days) is configurable.For example, could it be extended to 90 days to better align with the “due in 3 months” dashboard notification?We’ve had some queries from users who begin their review when the process first appears in the 3‑month window, but are then unable to complete it. They receive a message stating that the process cannot be marked as reviewed until it is within 60 days of the review date.It would be helpful to understand whether this setting can be adjusted, or if there is a recommended way to manage this more effectively from a user perspective.  Many Thanks 

Hi there,We were running through an Incident that was reported through Improvements and the Incident owner was able to close it even though we have a different user as the portfolio manager. I thought the portfolio manager had to close the incident. How does the incident closer settings work? Should this have happened?Thanks,Bella

Hi there,Just curious on any suggestions on best practice when receiving duplicate incident reports in the improvements module.For example, we currently have an incident that is under investigation/action and not yet resolved, so we are likely to continue receiving reports of the issue with examples that would assist with our currently in progress incident. Our thoughts to combine these would be to take a screenshot of the new report and upload it to the investigation section of the ongoing incident. Then deleting the new report as we will have all the information on this now included in the ongoing one.Would be great to hear others thoughts.Thanks!

Is it possible to extract the data for Process Improvements/Feedback (detail) report using the API? 

Automation does not fix poor ownership, unclear exception handling, or broken workflows. It accelerates them and is an ongoing process of Continius Improve through managing process efficiciencies and identificying bottlenecks of allready automation automated processes. This article explains why process design should come first and which Nintex tool is the right fit for this.Automation is often framed as a shortcut to efficiency. But, in reality, it is a multiplier. If the underlying process is clear, well-owned, and governed properly, automation can improve throughput, consistency, and visibility. If the underlying process is confused, full of workarounds, and dependent on tacit knowledge, automation merely just hardens the problem.Why process quality matters firstMost organisations do not suffer from a lack of tools. They suffer from unclear process design. That usually appears in familiar ways:Handoffs that rely on email or memory Approval paths that are not consistently followed Exc

Currently, all the users in our company are able to see the processes in ProMapp, but we need to restrict the visibility depending on region. Based on the research that I've made, I've seen the processes can be accessed based on group, but we need to give visibility to users to multiple groups, so they can see some processes that are visible currently to the other region. Can we restrict users to see only specific processes based on region?

Hi there, Is there the availability to restrict access to specific improvements portfolios? I know I can restrict overall improvements portfolio access but I don’t want to do this for every portfolio only select few.An alternative for this would be is for people to be able to restrict access while they are reporting. I am aware that when assigning the incident owner, the portfolio manager can restrict access, but we are running a risk of people being able to view this report before it has been assigned to an incident owner. Thanks

Hi, we have mapped over 900 processes in Process Manager and want to link each process to an IOP (Internal Operating Procedure). Is there an import template we can update outside of the system and then import the numbers again processes in bulk? TIA

In the Process Capture documentation, it says the Promaster must enable the Process Capture add-on and then grant access to roles.  I can see where to enable the Process Capture add-on under Admin > Process Capture (which I have done).  How do we grant access to roles?

Hi there,I’m wondering if there’s a way to bulk export archived processes (not bulk archive)We’ve recently discovered that our archived processes are counted in our total process count, and since 2016 we’ve only archived—not deleted—so we have quite a few accumulated.It would be really helpful if we could remove them from our tenant and work through them separately to support our compliance requirements.Has anyone else run into this issue?Thanks,Erin

Hi there, I need assistance with this one ASAP. How does the document approval work? We have people uploading new documents (images) and it says that it requires multiple peoples approval. However the group stakeholders say the Document approvers are only one of these people. The dashboard notification for myself also says awaiting your approval but I am not on the approval list?Thanks in advance.

Hi there, just wondering if when you create a policy in process manager while using policy mode, should it be showing the associated role information?A post made about enabling and using policy mode says this should not show.  

Staff are receiving change notifications on processes even though:There are no “All Staff” roles allocated They are not a stakeholder “Enable optional dashboard notifications for process changes (Default: Off)”   Is turned to Off “Users with viewing permissions are participants in accessible processes (Default: Off)”   Is turn to OffThere seems to be no reason for this - but they are all SOPs from a certain group - I have checked the group settings also and can’t see anything obvious.Has anyone else had this issue and know where it might be coming from?Thanks

This week and last week, I notice the mini-mode links I’m sending to users result in a map disclaimer stating, “No activity steps have been added to this process yet.” The process is complete (though not published) in Nintex Process Manager. When the users select the “Map” tab or “Procedure” tab, the underlying data loads beautifully but something is preventing it from loading it initially. Users feel the link is broken and confusion as well as excess work results. Can you troubleshoot this recent issue for me, please? 

Trying to export processes that have variations and then import them into another tenant, but the variations separate out when importing them.Is there a way to keep them as variations?

Hi there Is it possible to re-order the improvements portfolios as they show in the reporting screen? This is not our final list of portfolios but certainly wouldn’t want a general proposals section to appear first, would be more important for us to have non-conformances or health and safety concerns to show here but I can’t figure out if there is a way to adjust this order. Thanks! :)