Process Manager

Can I run a report or filter in Promapp to display documents and their associated document tags, or filter documents by tags?For example, when we encounter documents with information that shouldn't be there, we like to tag them accordingly, and then run a report of all the documents that have been tagged, so that we can resolve the issue in a controlled manner.

Hi there, I am running the Document List report and ticked the checkbox "Include associated Process Groups, Search Tags and System Tags" but none of the Associated Groups are showing and I can confirm that we have associated groups with documents.

Folders become junk drawers with inconsistent labels unless there are controls.  We would really like to have a setting to allow only the PROMASTER (or BA) to add/remove groups. We recently had a USER (not an ANALYST) create a bunch of groups and it really made a mess of our folder structure.  As we grow our user base, I fear this will only become a larger challenge. Please let us know if you have creative solutions OR please vote the idea: https://nintex.uservoice.com/forums/919189-7-nintex-promapp/suggestions/42147529-restrict-group-management-to-promasters-functi Thank you! 

I have a user trying to crate a new process in promapp and when they add themselves as the owner, they get a red error message. However they can add myself and I can go in and update it to them and it accepts the user. Why would this be happening?  Are you not allowed to add yourself as either the Owner or Expert of the process on creation?  Their access looks fine, no restrictions on the group that I can see.

We are currently experiencing about half of our users/BA's are unable to access Promapp and receive an error message stating: Unauthorized Access.  Is anyone else currently having this issue or have you found a resolution?  We did not have this issue last week.  

Is there anyway we can recede back to a previous step in a process on a decision diamond?   to link the flow back to an earlier step.   eg: if a task does not pass review, it is passed back to the previous stage for more requirement gathering. This would be a simple loop in visio, where we would consider multiple variations that would be the unhappy path, but are part of a process.

Hi all I am trialling the new reporting API with the excel template and have noticed that archived processes are pulling through in the process reviews table. Does anyone know a way to exclude these from reporting?

Hi Team,   Hopefully this makes sense! I have a process which requires the person following the process to complete an order form.    I wondered if it was possible to link an pre-populated email with a table inside to the step in the process so that the user can just click on the link and it opens an outlook email already addresses to the IT team with the order form inside the body of the email? They would then simply fill in the desir

Kia ora everyone Our organisation is wanting to use our Process Maps for user acceptance testing for a new system.  To do this, we are needing to export our processes out to either CSV or excel.  I am not just wanting a list of processes, but an export of the activity and task level within our processes, for a particular area of the business.Can someone please advise how I can do this?  I don't wish to do these individually. Thank youHelen

We used to have a way to remove variations or revert to standard under the gear menu for a process.  I am not seeing it any longer (see attached) and we have several that are under review which are being consolidated to a single process.  Did this functionality change or get moved to another area?  Is there a way to do this without copying the process (which loses all history in the change log)?

Interested in how others are reporting on lean tags. We haven't been utilising this function and just adding improvements in feedback. Am now realising this is difficult to report on 🙂 Would be great if these lean tag reports could pull though into the reporting API so we could keep track of how many of each there are and corresponding process groups. I think it would also be helpful to match these with processes due for review as this could be a great opportunity to implement the improvements. Has anyone got a great report they use?

Can anyone confirm if you are able to embed process documentation from ProMapp into Confluence? 

I have a standard process with process variations. The variations have expanded to the point where the variations need to now be a separate process. What is the most efficient way to capture the standard with the variations as a separate unique process?     When you copy the standard process, the variations are not copied.    Thank you. 

Hello Community - we have a need, and legislation to have some of our processes available in both our national languages - English and French. We are a Canadian based firm where language laws may apply jurisdictionally. Per the How To section, there is not a functionality to support this.https://community.nintex.com/t5/Best-Practices/Promapp-Multiple-Languages/ta-p/121311 Anyone else have this need, if so, how are you working around it?Creating Two unique processes, one for each language? I was thinking of using the Process Variation Management. I'd love to hear any experience, or even reaction if any from customers or the Product Teams. Merci/Thanks - Srinee 

We have number of systems in the business with more than one word in their name.  ie  Bottomline PTX, Oracle Web Centre etc.  Promapp does not seem to allow a space in a system title when adding a system to the Systems, tools and apps list.  We can't be the only company that uses systems with more than one word.  I don't want to go down the road of using underscores or dashes or missing spaces.  What are my options here?

Is it possible to add additional paper sizes or custom sizes to the print option when creating a PDF of the process flow?  For a workshop we are wanting to print complex workflows on a plotter, but can't adjust the paper to a longer & narrower size to allow for better printing.

HI there I am looking for help with migration of our processes in the new instance. We have a new instance of Promapp and would like to get our processes moved there. We were told that that will be done automatically but it hasn't happened. The old instance : https://au.promapp.com/rs The new instance: https://au.promapp.com/employment/ Miriam Renner Business analyst 022 038 0766MBIE Wellington NZ

I am trying to archive a process. It fails due to a dependency link. I have checked both processes to ensure no inputs, outputs or process linked in the procedure. Still can't archive. What I did notice is that the name of the process lists the current version 1.16 and after it 'View v1.0' when I click on the 1.0. I can view the map and see the dependency links, but can't edit to remove the links. Any ideas?

In System when adding a system into the  System List in the name field - is there a way of inputting a system name with more than one string? Please can you advise if this is a improvement initiative, or whether  something already possible in the current system I'm not aware of?  Thank you in advance. Denise   

We've been using #Opportunity and #Issue to tag aspects of processes that we need to revisit to improve later but since the recent change to the tagging functionality, we're going to have to abandon these and amend all tags created to date, because it is tagging even without the hashtag. So, what is everyone else using to tag their processes that doesn't suffer from this issue? Presumably, you're using a word that isn't used in any processes?

Hi allI have reported issues with running various Promapp reports to Nintex, and today am experiencing time-outs when trying to run a different report (Process activities by Role/Responsibility). Before reporting to Nintex I thought I'd check whether other Promapp customers often experience time outs when trying to run reports, or whether it's just me 🙂 The information I need is not available via the API as far as I know, so that's not an option. 

Hi, Apologies if this has already been answered but was not able to find answer through a search. I am basically trying to find out how to get my processes to be visible when I check the process group folder but folder indicates it is empty. I checked each individual process and they were effectively added to the Process group. Do not know why this is happening. Many thanks in advance for answering my query. Regards,   James Albert

We use Promapp for both business as usual process management i.e. maps due for review, approval, reference, improvements, and also as a project resource. BAU and Projects have disparate needs which can't be accommodated in the configuration requirements.An example is the review approval workflow. If this was to be switched on for BAU it would cause nightmares for projects as Business Analysts and Project Managers would be constantly getting update reminders. They would also reflect as overdue in the dashboard (which also can't be restricted to BAU making it unusable).For us it is not as simple as 1) project creates a process, b) published and c) handed over to BAU. We may create multiple versions with different purposes e.g. once is very detailed reflecting integrations for testing but is not required to be maintained post project so won't ever have a BAU owner. Another is a BAU higher level process.Has anyone else come up against this, and if so what did you do

Hi, I am looking for a report similar to the Process List but where I can select by a username (regardless of if they are the owner or expert) rather than have to export the whole list. We have had some people leave without transferring their processes and when I go to disable and see there are processes I need to copy and paste the name to review it and then potentially get in touch with the business owner to see who should have it.  This is ok if there are a couple but when there are a lot it is very manual.  ideally I would have the name, minimode, owner, expert, emails for both, version and state on the output and be able to choose a name which would return where they are an owner or expert. I did try in the Excel API document and got it to filter (would be good to be able to do this easily through Excel but haven't figured this out) but couldn't see a minimode. Thanks

Is there a way to run the Process Change Acknowledgements report for all process groups rather than having to run the report for each individual group?