FORUM POSTS AND DISCUSSIONS | Previously known as Promapp
- 329 Topics
- 768 Replies
Name change for linked process does not reflect on map view for process it has been linked to?
Hello everyone, I could not find this question already answered. Basically, I have renamed a process which is a linked process to another one. When I want to observe the map view (for one it is linked to) the blue hyperlink name for the linked process is still showing with previous name. I have tried deleting the activity/decision and still won't show. I got two of these and have deleted/recreated them an still the old name shows. Of course, when I click on the link it does take me to the actual linked process which displays the new name. This is an issue because the reader would get confused by the title showing wondering why it is there and then see it actually change when following the link.Thank you in advance
Has Search changed, causing a reduction in functionality?
I have a process with a reference of 184.108.40.206Previously I have been able to enter that number in the search and get to the process quickly. This no longer happens; it seems the functionality in Search has changed.I can locate the process if I enter "220.127.116.11" but adding quotes is not intuitive to our 400+ users used to using just a process number. Is this a byproduct of the changes to Search as rolled out in June 2022? Is the text no longer being searched for 'as typed'?
There is a need to prevent the "User" role from creating a process in ProMapp full-version vs. just using minimode. Is there a mechanism to do that? The legend for the link below is confusing in the area indicated by arrows. https://help.nintex.com/en-US/promapp/Processes/Rights.htm
Hi I'm trying to delete created roles which are no longer in use. So I need a report that would show the the list of roles not associated to any process. Anyone familiar with this? I tried Reports > Process Activities By Role and Responsibility, it only gives me published process, If I ticked box for unpublished I'm getting an error.I needed to delete roles that are not associated to any flows. Appreciate your inputs!
Many users with the same name
What can we do if we have several users with the same name?If I have 4 "John Smith"s for example, they can each have their own login (j1smith, j2smith, etc.) but when we go to assign a map owner/expert, I only see 4 instances of John Smith. Using middle names is only a half-step, since there are still folks with the same (or no) middle name - and even then we'd need to ensure that everyone knows everyone else's middle names? Is there a way to search by logon ID? Or other creative solutions?
Ability to scroll in pop-up boxes
When opening a pop-up box (i.e to view Activity, Trigger or Output) there is no ability to scroll in the pop-up box . Only via the mouse wheel, widening the width on the box, or using the keyboard arrow keys. Is there a way to be able to actually manipulate the scroll bar with the mouse to drag up and down. Thanks
Document tags reporting
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.
Group management - would like to restrict to Promaster
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!
User gets an Error adding User as an Expert or Owner
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.
Multiple Experts for a process to identify to SME
We have processes where there are legitimately two experts. I do not believe this is possible now, but can it please be added as an enhancement? It is not just that we want multiple staff to be able to edit the process, which can be achieved by Process Editor, but to identify more than one SME.
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.
Creating email templates in Promapp
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
Export Promapp processes including activity and task level
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
Remove Variations/Revert to Standard
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)?
Lean Tag Reporting
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?
How to copy a variation to a standalone process
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.
Processes in Multiple Languages - how might you be managing this need?
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
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