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Process Manager

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

  • 486 Topics
  • 1,157 Replies
486 Topics
R
RV
asked in Process Manager
Order Process Group Folders

Hi,   I want to sort and show the process groups in a particular order. Is there a way to sort them without adding any prefix or numbering?   Thanks, Ram

110
TraceyMcK
3 years ago
S
Simone
posted in Process Manager
Printing a Blank From from Promapp Improve.it/incidents register

We recently added our quality training checklist to the Improve.it Register however, the registered does not provide facility for the forms to be printed.  Is there anyway that we can add a print button so that we can print the forms required during training 

30
S
3 years ago
D
davidhall
posted in Process Manager
Mapping Standards

Hi all,  We are going through a relaunch phase and developing best practice standards, which have not been implemented prior.    A question, what best practice standards/ governance did/ are you using and would you be willing to share such a standard document or best practice document?   TIA

210
Srinee
3 years ago
G
GeriH
asked in Process Manager
Variance Scenarios in Timeframes

Hi there,Just wondering if someone could please explain what Variance Scenarios would be used for in Timeframes? I've tried looking through training materials (e.g. Nintex University, etc) and can't pinpoint anything specific to this feature.I'm drafting a User Guide for my workplace and just want to make sure I'm explaining the purpose of variance scenarios accurately. Thanks in advance!Cheers, Geri

90
G
3 years ago
S
Simone
posted in Process Manager
Multiple Select close button

Hi Team    Is there anyway we can implement a multi select close button rather than having to select and close every incident.

10
S
3 years ago
S
Simone
asked in Process Manager
Reminder trigger

Can a reminder be attached within a Promapp process to trigger an action at a specific time of year?

30
Penny
Nintex Employee
3 years ago
Christoph_S
Christoph_SNovice
posted in Process Manager
Caption under Thumbnail in Activity

For starters, excellent new vibe across the page, I'm loving the "refined" look of Promapp!To my query: wouldn't it be helpful if there was an option for a caption below an image? Specifically, if you have more than one image per activity, it's hard to know what's behind a thumbnail.Let's have an option for a caption under an image thumbnail!

30
K
Nintex Employee
3 years ago
S
SamanthaB
posted in Process Manager
Nintex Promapp - Linking of Group Folders

When a user allocates a role to a group folder, the groups within that role automatically link (like a process).  But in most cases, at the higher group level, there is limited need to link these groups as they are standalone (note that there is a need in some instances to link them).  The only way to unlink them is to move an unallocated group in between them at set up. Although this works, it requires that you have enough unallocated groups.  Is there something I am missing or is there a way to do this?

330
K
Nintex Employee
3 years ago
Z
zoe_h
posted in Process Manager
Parallel Links/Activities in Process Variations

Hi, I'm not sure if this is the right place to pose this question, so apologies if it's not. I was wondering if the ability to create a parallel link between activities in a process variation is on the roadmap? Several times I have needed to make two activities parallel, but this feature is not available when the process has variations. Is there a timeframe to make this feature available please?Thank you,Zöe

1750
Z
3 years ago
Z
Zivile
posted in Process Manager
How to copy process with user privileges?

What could be the reason that user cannot make a copy of a published process? Only export is possible in the menu. What should be done in order to copy a published process for all users. Our settings let all users to create new processes.

180
K
Nintex Employee
3 years ago
F
FH_Rach
posted in Process Manager
Promapp Mobility

It is great to hear that there is finally going to be some improvement in the Promapp Mobility space, as presented at this mornings Processfest. Will this however extend to people viewing via minimode view? Or will this only work via the app that was discussed? Minimode is critical where a webpart on a website links to a process for external users. As an audience it is critical that these external parties viewing our process have a clean UX.

10
F
3 years ago
Nick_Endsley
Nick_EndsleyRookie
asked in Process Manager
Non users not able to access MiniMode links after recent change to permission stucture

I have a support ticket in, but looking here as well to see if I can get a quick answer. With the recent update that Nintex did for Promapp changing the permission structure my users of content that do not have profile and would view content via mini-mode links are now getting login prompts and are not able to view content they were able to view previously. Has anyone else dealt with and found a solution, or have an idea.Below are images of config for Mini-mode and View Options tabs from out site. Thanks. Edit/Update:  By turning off the last config in Mini-mode that limits access to restricted processes I have been able to return access to mini-mode links.... looking at the documentation for the change it looks like if the group did not get the "All Staff" role as part of the permission transition this could be part of the problem... still trying to resolve thought this will work temporarily. 

640
Damian
3 years ago
W
Wendy2Scholar
asked in Process Manager
Re-assigning @todo notes

Currently when process ownership is re-assigned to another user, our Promaster has to go through all the processes and re-assign the @todo notes.  Is there any way these could automatically update when the ownership is changed?

70
W
3 years ago
T
TK_Council
posted in Process Manager
Applicable video formats

What are the video formats able to be uploaded to a process? We have tehm currently saved as a Media Player file but I get an error when trying to open from Promapp. The file opens fine from the document management system.

470
F
3 years ago
M
miketorti
posted in Process Manager
Is there a way to Merge duplicative process maps?

we are finding that our users are creating a lot of similar processes in Promapp that are really just variations of a single process flow.  Is there a way to merge existing promapp processes together, or, is this something that may be on a roadmap for future enhancements?  Thanks!

390
Noala
3 years ago
PBRNZ
PBRNZNovice
posted in Process Manager
Thoughts on using Promapp as a "FAQ and How-To" Knowledge Base tool

Hi Community, We've being using Promapp for a long time now, but it always was a bit neglected and user adoption was low. This is about to 180-degree-turn-style change now due to unified leadership team support and an initiative to get all processes truly mapped out with a proper lifecycle management around it to keep them up-to-date which is fantastic. With all that momentum there might be some overenthusiasm though to use the tool for what (I think) it not really is made for. I see ideas being floated to use Promapp as a place to document/store FAQs and How-To's (e.g. "how to view errors in a specific app when we receive an alert", "how to use a Surface Hub", "How to use VPN", "How to set up your working-from-home hardware", ...).The idea for staff to just search in Promapp for all their questions is enticing, but I'm very conflicted as the tool itself doesn't e.g. allow inline images in text which is what is necessary for most good IT FAQs and How-To's. This then means we have to ei

1010
L
3 years ago
staciakato
staciakatoRookie
asked in Process Manager
Homage to the Awesome Meter

Not a question. Just a post in a place where I think folks will understand me. The other day, I learned the Awesome Meter will be going away to make room for other cool Promapp features. I'm not protesting. Just reflecting on the joy it has brought me in my limited time with Promapp. To let my community of users know to memorialize their Awesomeness with a snapshot of their meter, I posted mine in our internal Slack channel. I thought I'm the Promaster, my Freakin' Awesome meter image is legit and I'll share with everyone to take a similar snapshot. To my delight, others posted their snapshots and some were way more Freakin' Awesome than me. It signaled to me that we've done a great job with Promapp here.Thank you, Awesome Meter. We will miss you!

110
L
3 years ago
J
josieandrews
posted in Process Manager
Future (to-be) processes using Promapp Process Variations

Can I use process variations to manage current (as-is) and future (to-be) processes? I was in a Nintex webinar the other day and I saw the demonstrator using a process with variations for current (as-is) and future (to-be). This wasn't the focus of the webinar however it got me thinking about how to efficiently manage as-is/to-be processes going forward. I'm thinking of setting up the following to manage this - I'd love to hear people's thoughts/experiences on this:Create process for the first time in Promapp (standard, current, and future variations) Publish current variation when process is finalised, leaving the future process as draft Everyone uses the published current variation The process owners/experts work on developing the future variation until they're ready to implement it This is where I still need to work out - Then either: Archive the current variation and then publish the future process (renamed current), or Update the current variation (copy text across from the futur

600
Srinee
3 years ago
J
Nintex Employee
jenmillerNintex Employee
posted in Process Manager
Nintex Promapp User Group Virtual Roundtable | May 19

Join us for our next Nintex Promapp User Group to interact and network with Nintex Promapp users to hear how they are using Promapp in their organization. Organizations are leveraging Nintex Promapp as a valuable toolset to improve team culture, drive collaboration and innovation, and achieve operational excellence. May 19th 2:00 - 3:00 EasternTopic: During our next meeting, we will be discussing user adoption strategies to help your organization grow your process mapping footprint – but in a deliberate and strategic way. *New* we’re looking for a featured guest speaker to lead the discussion in May. We’d love to hear directly from some of you – and your users! – to learn more about what it’s like to adopt process mapping outside of the process improvement team. Please contact Maggie Swearingen – Maggie.swearingen@protiviti.com – if you would like to join us as a featured guest. We hope to see you there! Register Here to attend!!

60
Wesso
3 years ago
F
FuentesJ3
posted in Process Manager
Linking Processes within an Activity

Hello,We are working on very high level maps that will eventually lead to more detailed maps. One activity we have listed is to "Administer the Contract". Is it possible to have the tasks be links to the more detailed process maps within Promapp? For example, one task/process that we complete to Administer the Contract is Conduct Site Visits which has its own map.

2790
Wesso
3 years ago
TraceyMcK
TraceyMcK
asked in Process Manager
Process map printing in Portrait

May be an easy fix - I hope - but how can I get my process map to display in Portrait mode, like the rest of the document, when I print to PDF?

90
Penny
Nintex Employee
3 years ago
J
josieandrews
posted in Process Manager
Level of detail for processes

How much detail do you provide in your Promapp processes and procedures? We're scoping out how to level our processes but would like to hear your thoughts/experiences on when there is too much/too little detail.Our current scope is the following in Promapp:Level 0 - set up Promapp Groups using the organisational hierarchy (Corporate > IT > IT Support)Level 1 - High-level process, linking processes used by that teamLevel 2 - Promapp Process, main Activities needed to achieve desired outcomeLevel 3 - Promapp Procedure, summary of what Tasks need to be done to complete each Activity within the Process (listing which system is used)Level 4 - External user guide, detailed step-by-step instructions on how to do each Task (with screenshots, videos etc.) Our main challenge is to decide how we want people to use Promapp. Do they use it to get an overarching view of all processes required in their team and their dependencies, or do they use it for step-by-step instructions on how to perfor

2120
J
3 years ago
J
josieandrews
posted in Process Manager
Promapp roles for external stakeholders

What Promapp roles have you used to identify external stakeholders in your processes? We have some standardised external stakeholders which we use across the organisation (e.g. customer, contractor) but we wonder what the impact is (report/maintenance/usability) if we extend these to describe 'external parties', 'volunteer's as individuals and/or groups. Our perceived benefits of breaking external stakeholders into specific roles include pulling reports to identify which processes they're involved in and then doing due diligence on this (e.g. all individual volunteers have a WWCC).Our perceived disadvantages of breaking external stakeholders into specific roles include usability of writing processes within the organisation and opportunity for errors (e.g. users creating processes select the wrong role), as well as maintenance activities (e.g. role changes are not kept up to date as they're not standard within the organisation). It would be great to hear if anyone else has come across t

220
J
3 years ago
TraceyMcK
TraceyMcK
asked in Process Manager
Linking processes to a registered Improvement

is it possible to link multiple processes to a registered improvement, under the investigation tab? I have multiple processes that will need to be linked, but I can only link 1 - each additional process that I "link" seems to replace the previous - thats not helpful  😕

70
TraceyMcK
3 years ago
M
mking
posted in Process Manager
Promapp Reporting?

Are you able to generate and reports from Promapp? I'm talking specifically about for the risk add on module. Would be very handy if reports from processes/risks inputted could be generated in reports, that could be then used for meetings and other visual requests/analysis. TIA

170
Penny
Nintex Employee
3 years ago
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