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Process Creation & Editing

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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

Linking roles to a Team created in Users

When an activity has more than 6 roles attached to it, the only option is to create a team to cover the relevant roles. However, when you have numerous individuals attached to that team, it makes it a administrative burden to constantly monitor an...

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...

Glossary items show when in edit tab

When editing a process, it would be great that when a glossary item (acronym) is used, it indicates what the glossary item is immediately. This would stop people using an acronym which has already been used and is not the same as what is intended ...
Pamela Lynch over 1 year ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 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

Archive a process that automaticallly unassigns and unlinks without having to do it manually

when requesting a process to be archived, please make it so the links and assigned tags, roles, processes, documents all unlink without the manual process. allowing archiving to be one step. also having an option to select multiple at one time to ...
Kim Ray 2 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

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 over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

Process Best Practices Recommender

Provide analysis and best practice recommendations to process builders when they're creating procedure based processes. Provide warnings when users try to do tasks like publishing processes without basic content. I have observed staff publishing p...
Jonathan Butler 8 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 0 Open for voting

When you 'Add process link', from the Edit view, it should open in full mode not minimode.

When drafting or editing a process, if you 'Add process link', from the Edit view, it currently opens in minimode. If you check in the procedure view, it opens correctly in full mode. It would be a better user experience if it opened in full mode ...
Kirsty 12 months ago in Nintex Process Manager (formerly Promapp) / Process Creation & Editing 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