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Process Creation & Editing

Showing 63

A "checkout" function is needed in Process Manager/Promapp

If two contributors edit a process at the same time, there is no indication of a conflict until you save and get an error saying you can't save because you're not in the current version. An automatic checkout when you start editing, and an error r...
TonyaJean over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 2 Open for voting

Ability to add text/note beneath a linked process

It would be helpful to be able to add text beneath a linked process to add context or specific instructions within a wider process. It would also be useful to be able to edit the name of the process to fit in to the wider process that it's linked...
James Allen about 3 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 2 Open for voting

Process Owner and Expert

Currently you can only have 1 expert and owner. You should be able to have at least 2 experts, as some processes are cross functional so it's useful to know who to ask. Additionally you should be able to have a 'department' or group as the owner a...
Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 3 Open for voting

Ability to add more than one process link at a note

Sometimes it would be useful to be able to add more than one process link at a note.
Pamela Lynch about 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Move Triggers and Inputs section on Procedure to the top

Wouldn't it make sense for the 'Triggers and Inputs' section to be at the top rather than at the end of the procedure. They are supposed to support the user experience by providing information on what triggers the process yet most users would not ...
Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 5 Open for voting

Saving Processes and changes

It would be great if there was an autosave function OR a prompt to save in the event that a user inadvertently went to close Promapp while there was a process underway
Janine Branson over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 1 Open for voting

Control which users/roles/privileges can see cost information on processes

Is it possible to make some processes private or restricted so only certain people can view it. Our users are concerned that if they add the financial details to specific roles, especially roles where only one person is employed such as a COO, tho...
Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing / User Management 0 Open for voting

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they ...
Guest over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents / Process Creation & Editing 2 Open for voting

Reduce the headers and footers to maximise the editing panel for small screens

When working on a laptop screen (14") the panel for editing a procedure is taken up by the activity header (name, roles, add buttons etc) and a footer (save, view map buttons) leaving only 6 lines of text to 'operate' within. This makes moving ste...

Add ability to convert tasks or activities to notes

Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
Belinda Pitt about 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting