Process Manager

Hello everyone,Is it possible to link documents to PM from a DMS in bulk? Or do I need to do this one by one?I’m on a mission to link all documents from our DMS to PM and although it is a fairly rapid task (with just 1 document at the time), I was wondering whether there is a way to speed up this process by using a ‘linking in bulk’ type of feature, if available.Thanks,Carlos

Why does the current version number not show on the PDF version to print. Example: How it appears in Process Manager: How it appears in the PDF to print:Why doesn’t print as the current not historical version?

I noted this idea has only 1 vote ,   a number of our users have indicated it would be useful to have options where Process Owners and Experts can indicate a status for feedback responses as at the moment there is a reliance on reading each acknowledgement . Feedback - Option to confirm status of feedback | Nintex Ideas

HI everyone, I’m wondering if anyone else is finding issues with their Search Engine - I’ve put through a job recently (over a month ago) as our Search Engines are not picking up individual processes.  But the fixes are not working.  Nintex are working on this for us, but I’m curious to know if this is an issue others are experiencing or just us? 

Hi,I'm hoping someone can help.  I'm not a SharePoint guru but I can follow instructions 😂I've followed the steps listed in the help link below down to step 3, but when I test the query, I didn't get any results, (I've waited a couple of hours in case there was some kind of sync issue, but that didn't help) so I didn't continue to create a dedicated search results page etc. https://help.nintex.com/en-US/promapp/Admin/SharePoint/SharePointOnlineSearch.htmDoes anybody have any tips?ThanksTania

Hello everyone,I’ve created a ‘Documents only Group’ and until just yesterday, Process Manager allowed me to ‘link’ documents from my DMS to this group. This is, the ‘documents only group’ (DOG) I’m referring to was part of the list of groups displayed and to choose from when clicking on ‘add/link document’.However, after the recent “modernisation of the documents area’ (and I’m not saying this is the reason - it might be a coincidence), I can’t see the ‘DOG’ anymore when trying to execute the operation above described. It seems like DOGs are not shown due to their condition? i.e. groups created to store documents only.If that is the case, the question is: How do I add documents to this group from now on?I tr

General House Keeping Question:Does anyone Delete  old employees from Process Manager or do you leave them as Disabled forever?We have 1336 disabled users, and a current user list of 1320.My general rule now for when someone leaves is to delete all their roles and transfer all their processes (if possible) - but there’s a whole lot of history in here to clean up.Thanks

Hello everyone,Just wondering whether any of you have had to deal with this task before?The business I work for is considering linking all controlled documents currently sitting in our DMS to Process Manager and I’ve been asked to present a case so we can assess whether the exercise is worthy.If you have dealt with this before, do you mind sharing at least 1 pro/con and any implication I need to consider?Thanks,Carlos

Are there step-by-step instructions or a how to video to download and use the Process Manager templates in the Nintex Gallery that I can share with users?

Good afternoon! I was hoping to identify a user group of Credit Union, FI/Bank BPM team members who may be able to share some trials, tribulations and use cases. Are you using APQC as a framework or any other frameworks? How do your groups look?Do you still use the numbering system and the nomenclature provided by APQC?If you are an APQC member, what sort of value have you gotten from that relationship?How do your end users correlate their process groups with their business units for areas like 4 & 5? Do you use Nintex as a Knowledge Base/Asset Repository or some other Document Management System/Knowledge Management System? Is anyone using Sharepoint and are you matching the structure of APQC in your folders or Doc Libraries there? One spot for everything or do departments/business units get to have their own site where their relevant documents/artifacts are kept? How do you handle governa

There is an Idea in the “Planned” or consideration bucket but it only has 3 votes.This is a huge opportunity to streamline administrative activities on tenants using Microsoft Entra ID Sync functionality. Current day it will only bring users over with their name and email but it does not sync roles. Some organizations have a lot of department name and role name changes and it is exhausting to track all of these changes and go in and have to manually adjust a user who automatically came over in a “Sync”  The more votes we can get on this the sooner it will be added to the roadmap and potentially moved up in line for discovery and development consideration. This will be a huge time saver for administrators and is normal functionality with other Entra ID integrations. Help out the community by going in and voting this one up to the top please! it will just take a few moments. Thank you and m

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  

Hi All,Weve been running promapp now for 7 years and were looking to do a relaunch to re-engage the organisation. Just wondering if anyone has undertaken something like this and has a bit of a strategy they’ve used?CheersAnthony KumnickNorthern Grampians Shire Council

Hi there, we are doing an upload of bulk processes and when publishing them we are sometimes getting the following message:Both of these roles existI have removed them and reentered them but we are still getting the same message.Does anyone know why this happens?ThanksErin

I have a number of colleagues who use dark mode to view online content.  The map diagrams don’t appear in dark mode, in fact the contrast between the font and background is reduced when viewing them in dark mode.  When selecting the activities the pop-ups with tasks appear fine though. Does anyone know if there’s a way to view the maps in dark mode? 

I have created a lot of processes and tried linking them together. The linked expansion icon is not showing up in the linked processes for all new linked processes except those created approximately 3 months ago. All config settings are set to display for all users.  Further investigations have shown that the promaster user didn’t have a role attached to their user account but even when this was rectified the issue remains.We’ve since tested and discovered that the Linked Process Expanding icon now shows when the process has been approved. It’s most useful though for the approver to see the linked processes during the approval process.

In Admin > Configure > Viewing Options, although the “Enable process merge for normal users" is OFF, users (in both Minimode & user) are still able to select the icon on lower right to expand the process into the current map. Is there a reason why turning this to OFF seems to have no effect? And, if we wanted to turn this merge feature off, is there another way to do it?Thank you in advance for your inputs!

Hi community,Since the Process Attributes were moved from the bottom of the screen to a button in the top right, the Systems now shows a count of every time a system is used, instead of a summary list of all systems used.  Eg. my process uses 5 systems in total, but the Process Attributes > Systems shows 35 which now represents the total amount of times any system is used. Is this a bug?  Where do I go now to show the summary of systems for the process, and to highlight which activities use which systems?Thank you

HI, does anyone know why a process would not show up in the search results even though:I’m the Promaster The process is published It is showing under the process group in All Processes and Group Management.Thanks

Hello, I am looking for standard Nintex process map templates ie create a process, edit a process, approve and publish, review and improve, archive.I am sure I have seen these before but cannot find them in the Nintex Gallery or elsewhere. Are they hiding somewhere? ThanksAnde  

I keep getting a notification that I have 10 risks to deal with on the risk module add-in on Process Manager. However, my dashboard is empty, with the exception of a cactus and a message to say that ‘something went wrong, please try again’.I am a Promaster, so I am used to seeing things on my dashboard that are not necessarily within my control, but at least I can see them and they add up to the number in the red dot. But this is winding me up as I can’t see any of the 10 risks that I have outstanding.Anybody have any ideas?

Good morning, Is there a template available to use for reviewing a process prior to sending it for approval and publishing?ThanksAnde  

I am trying to create a process with 2 separate pathways based off a decision. It’s a process to show people which documents to use when managing a project. I want to have it reach a Decision Point where if it is over $75K, it will diverge and take a path. And if it is below $75K it will diverge and take a different path. I just cannot see anything like that in all of my settings. I feel like this is a very simple thing and should be possible in theory?Also my Promapp looks very different to a lot of the tutorial videos and instructions I have found. Here are some screenshots for reference. 

I have 100% completed a course, but I cannot move onto the next module:Any ideas on what I might need to do?

 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?