Process Manager

FORUM POSTS AND DISCUSSIONS

  • 437 Topics
  • 1,020 Replies

437 Topics

K
KrayRookie
asked in Process Manager

Archive Failed

How can I unlink or remove a linked process so that I can archive? I go to the suggested dependencies to see the From - to process but there is no option to remove only to allocate to output pr allocate to input.  

3
K
11 months ago
U
USalmaRookie
asked in Process Manager

Can i show an activity that runs through the whole process

Hi, I want to show an activity that basically run during the whole process, like the ongoing monitoring of a particular element of the process while it’s running. Is there a way to show that in the map?

3
MarkduToit
11 months ago
EddieThomas
EddieThomasScholar
asked in Process Manager

Report on links associated with unpublished processes - is this possible?

Does anyone have any advice relating to identifying links that are associated with unpublished processes? The Documents List and Linked Items and Web Link reports are useful but can be misleading as they don’t indicate if a link is associated with an unpublished process (or unpublished changes). For example, if you see an item with 0 attachments, no associated processes listed you’d think it isn't used in any processes but this is only true for published change. If the item is linked in an unpublished process (or unpublished changes) the report doesn't include this. Has anyone noticed this too? are there any recommended work-arounds? or is it impossible to tell without going through each unpublished process to see if a link may/may not be included?

0
EddieThomas
11 months ago
harfmt1
harfmt1Scholar
asked in Process Manager

Promapp - Bold text

Is it possible to bold text within a process task?

3
EddieThomas
11 months ago
J
JaquiRookie
asked in Process Manager

BCA Competencies - Local Government

Does anyone with Process Manager Training add-on use it for Building Consent Accreditation (BCA) competencies? For some reason I can only add one Competency Unit, it won’t allow me to create a second unit.

2
J
11 months ago
A
AnnaSTDCRookie
asked in Process Manager

Risk Managers are receiving Treatment sign off.

Hi all We have a number of risks that are associated with multiple portfolios. Although staff in these portfolios are not all assigned as treatment sign off’s, the risk managers for these portfolios have the overdue treatments appear in their dashboards and have the ability to ‘sign off for all’. This is concerning as some may choose to do this to remove the notification although the treatment is not assigned to them. is there any way that these overdue treatments can be filtered from the dashboard view or have a ‘seen it’ option to remove from the list?

5
A
11 months ago
U
UCRookie
asked in Process Manager

Improvements Module, Sub-location, Sort Order

We use sub-locations for our jobs, in the following format:job# - description    The only option for sorting is A-Z, will Z-A be available as an improvement, as the jobs go up in # there’s a lot to scroll through before coming to the latest jobs.

3
MillaZ
11 months ago
K
Kat_Tree_Naa
asked in Process Manager

Error Message "One of more shared activities is missing from the process definition."

I keep getting the error message “One of more shared activities is missing from the process definition."This usually occurs when doing variations but I am unsure what is causing it and as such how to fix this issue aside from restarting the process.Any help is appreciated.  

3
D
1 year ago
EddieThomas
EddieThomasScholar
asked in Process Manager

SharePoint Integration - taking over 20 seconds to load Promapp contents / unusable

Has anyone else found embedding promapp content using the Iframe element on SharePoint takes ages to load?I’ve seen it take 20 seconds, some times around 30 seconds to display the content on the page.Is anyone else embedding process content on Sharepoint pages or have you attempted this and found the user experience isn’t great and resort to linking to processes?We’re seeing issues on pages with 3-4 elements embeded on the page, it feels like our expectations are way ahead of the system’s functionality.I’ve submitted trace logs to Nintex (Case number 00542486 if anyone is interested) and the local IT department but none have been able to explain why its taking so long.Keen to know if anyone else is attempting this and if they have any comments (good or bad!) before we decide to remove the processes from the pages!Thanks,Eddie

0
EddieThomas
1 year ago
E
ElleVRookie
asked in Process Manager

API reporting - How do I know what fields are reportable?

I’ve created an API key and am attempting to run queries using the Excel template.I can’t seem to filter the data in the way I want.For example, I just want to see level 1 and 2 process groups, but when I select these it doesn’t count any processes in their related child groups.Also, is it possible to report on processes with particular tags? 

1
EddieThomas
1 year ago
F
Frank OCRookie
asked in Process Manager

Process Report with Timeframes

I had been creating a weekly report from the standards reports which would allow me to get a count of all processes that have associated timeframes populated.  A few weeks ago the report option disappeared from Useful Reports.

0
F
1 year ago
C
ClaireTRookie
asked in Process Manager

How to manage process approval when PO has moved on or no longer works for business

We have a situation when a PO no longer works for the business.    We have transferred Process Ownership to the new Owner ,   however there was an indicator on some of the processes that changes were underway and these changes would be published.    We ringfenced these and recommended the ownership was changed manually so the new Owner gets sight of these changes.  However now the processes have entered the approval workflow its reverting back to the previous owner and not the new owner.       Can someone advise if there is a way to override to the new owner who needs sighting of the changes for approval.  Thanks  

1
MarkduToit
1 year ago
D
DeniseMJRookie
asked in Process Manager

Process Views by user time and date capture

Is there a report view that shows a user and a process view time and date login specific to a process? I can view a report for process views by user on a date range with a last login time but not the specific process view time and date? Anyone help please? 

1
MarkduToit
1 year ago
Ali_Dymond
Ali_DymondRookie
asked in Process Manager

Delete an Improvement Portfolio ++

I have created an Improvement Portfolio by mistake - can anyone tell me how I delete this portfolio please? Also, does anyone know if you can copy a current portfolio as the fields are similar and rather than redo another portfolio, just rename a copied version of a current portfolio. Thanks

2
Ali_Dymond
1 year ago
A
AAkshitaRookie
posted in Process Manager

Modify the existing Tab or create a new tab on the Incident on Process Manager

Recommendation: There should be option for Promaster/ Organization to modify Tab or Create or add new tab in the Incident accordingly. It will streamline the Incident Process to be modified according to Organization Needs.

2
A
1 year ago
D
DorjeMRookie
asked in Process Manager

Microsoft Search Vertical for Nintex Promapp how to

Hi All,I need help getting Microsoft Search Connector setup to return Nintex Promapp results.Our situationWe have had Nintex promapp search results showing up in our Classic SharePoint search results as per https://help.nintex.com/en-US/promapp/Admin/SharePoint/SharePointOnlineSearch.htmBUTsince we moved over to SharePoint online Modern search results we have had to get our users to go to Promapp to do their searching.Microsoft Search is increasingly where we control the search experience for our users.https://admin.microsoft.com/Adminportal/Home?source=applauncher#/MicrosoftSearchJust recently Microsoft Search for our tennant has had Connectors, Result types and Verticals enabled. Basically re-enabling the ability for us to include Promapp results in the All search results vertical AND OR to have a Promapp vertical that can be used by our staff. Could someone please tell me how to get Microsoft Search "Enterprise website connector" to return results to Microsoft search.I've got a conn

3
T
1 year ago
Nintex_Sam
Nintex_SamCommunity Manager
posted in Process Manager

Updated Process Mapping Expert - Author Certification Exam live on Nintex University

Good day!We’ve recently updated the certification exam: Process Mapping Expert - Author on Nintex University. Questions and answers have been rewritten to be concise and accurate, focusing on simplified English.The exam was updated in place to avoid disruption. However, you may receive a message stating that the exam (or quiz, as our LMS calls it) has been modified since you started taking it. Just click Retake Quiz, and you’ll get to take the updated version.If you run into any other issues, please send me a private message here or at enablement@nintex.com.Best of luck with the updated exam!-Sam

4
E
1 year ago
Sara_Ison
Sara_IsonRookie
asked in Process Manager

My Reviews- Is it possible for the owner and expert to both review a process? Or is only one allowed?

Both the owner and expert are able to see their maps due under My Reviews, but if the expert reviews the map first, is there an opportunity for the owner to also review, and vice versa? Or after one person reviews the map, is the review considered complete and removed from the My Reviews list? I’d like both the owner and expert to be required to review the map annually, if possible.

1
MarkduToit
1 year ago
J
Jacqui P-TRookie
asked in Process Manager

Report to show links to other processes

Hi.Is there a report to show a process and what other processes have been linked from it/to it - before it’s published.

3
EddieThomas
1 year ago
D
DorjeMRookie
asked in Process Manager

How to display NinTex Widget in SharePoint online modern page

We have a SharePoint Online classic page.It contains two pageviewer webparts, one links to https://go.promapp.com/<ourCompany>/sharepoint/widget.aspx?notifications=true&logo=true&recent=true&favourites=true&search=true&width=-1And the other links tohttps://go.promapp.com/<ourCompany>/Dashboard/Governance We are transitioning to Modern SharePoint pages for our content (which use the SPFx framework, so we can't use the old webparts).In modern sharepoint pages the Embed webpart should achieve the same function...... BUT even though we have enabled "Site settings/Html field security" to allow embeds from go.promapp.com the Modern SharePoint pages won't accept the URLs above.Does anyone at Promapp or in the forum know how to make this work ?We suspect that there is something on the Promapp end which is causing the modern sharepoint page Embed webpart to fail and not allow the URLs to be used. Possibly too many redirects or some other non-obvious issue.Your he

8
D
1 year ago
K
Kat_Tree_Naa
asked in Process Manager

Can you make a linked process run parallel to multiple activities in the main process?

I have a linked process for another user which I would like to run parallel to multiple stages in my main process. Is there a way of showing this on the process manager? So far I have only been able to show it as parallel to one activity.

1
T
1 year ago
K
Kat_Tree_Naa
asked in Process Manager

Is there a way to copy a Process and all it's variations into another group?

Is there a way to copy a process with all the variations into another group in such a way that would allow changes to be made within the new group?  

2
K
1 year ago
D
DNeeckRookie
posted in Process Manager

Security for Minimode links

When using the minimode links to a process map, it seems like anyone who got access to the link could view the map. This would include people outside of our company. Is there a way to limit access to minmode to only company employees?   Thank you.  

3
EddieThomas
1 year ago
M
MarshaRookie
asked in Process Manager

tab order on Process Manager edit page is broken

We have users ask for the ability to work in their process without using the mouse. We found the alt keys in Quick Start, but then we were looking for how to use the check mark button and the delete button.If you start from adding an activity and only add the title and the role, tab will take you to the check mark button and the delete button and you can select either one with the space bar. The problem is that the buttons are not highlighted when they are selected so you have to guess where you are and that can lead to accidental deletions.If you add the title and the role and go on to add tasks and then try to tab to the check mark button or the delete button, you end up moving around the whole browser instead, again with no idea where the tab is going to end up.How can we resolve this for our users?

9
MarkduToit
1 year ago
EddieThomas
EddieThomasScholar
posted in Process Manager

Iframe / embed functionality limitations (default zoom, tab option, etc)

When embedding a process in sharepoint, via the iframe function, is it possible to:Change default zoom to show the ‘whole’ process by default Change default tab option to show the procedure rather than the mapI’ve (re)read the documentation SharePoint and Intranet integration (nintex.com) which references ‘tabindex’ and ‘allowfullscreen’ but doesnt provide any information on what these settings are for. I’ve tried changing them in the embed code but they don’t seem to make any difference.I’ve trawled the ideas forum and any other documentation including ‘iframe’ but cant find anything to help answer the question.I’ll add this to the ideas forum if it looks like something that would be beneficial.Has anyone been able to implement either of the 2 items listed above?Eddie

1
MarkduToit
1 year ago

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