7 - Nintex Promapp
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Track in progress changes in Promapp reports
Provide an additional field to apply to Promapp reports that track changes made to the owners/experts of processes and documents. Not tracking these changes makes it difficult to provide change of ownership proof to external organisations that approve sensitive processes before publishing.
1 vote -
export document tag list
we would like to export a csv file of the document tags as a reference point for the document owners to allocate tags consistently.
1 vote -
Paper/display orientation
When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to change the orientation
7 votes -
Allow Linking of all file extensions when Upload file extensions are restricted
If you restrict the file types which can be uploaded this also restricts the file types which can be linked.
This essentially renders the linking option useless to those who want to restrict what is uploaded.
We use SharePoint and other online locations to store our files and do not want to have to maintain documents within Promapp when those change but want our people to be able to upload screenshots within their processes to make the content more rich.
If we restrict our uploads to only image file types this restricts the ability to link other documents.
We would…
2 votes -
Remove documents from sharepoint search of Promapp
We have added the searchability of Promapp to our sharepoint intranet, however the results also bring up any documents listed in Promapp. As an added complication, they are links to our document management system so it does not even take the user into Promapp at all.
We would like to see the results only include links to Processes ONLY and have a little icon to show that it is a promapp, like the pages, images and other sharepoint searches do.
10 votes -
Inform creditor or editor prior change of document in copied process
Currently, the update of an existing document in the copied process will overwrite the document in its parent process. User has no idea what is behind the scene thus it will be beneficial to prompt a message before the document in the copied process being updated or replaced.
2 votes -
document search tag
When linking an existing document can we have functionality added to let us refine our search of those existing links by tags or systems they're associated with? We have many different business units (BU) using Promapp so there are hundreds of documents going into the system. It would be ideal for us to be able to search for documents and refine our search by our business unit tag when we are adding them into our processes.
1 vote -
Be Able to Search for Documents / Processes by Reference Number
to diversify the way that documents and processes can be searched. can it be made possible to make them searchable by the reference number? not only in the search bar, but when you need to 'attach existing document to a process? Thanks
1 vote -
Override Review Date in Documents
To adjust the date of the document for review instead of just the frequency. Uploading of the document does not match the footer within the document which removes alignment with ISO.
2 votes -
Document Views Report
As Administrator of our system, I am looking for another report: Document searches / views.
It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)9 votes -
Make attachment types visible in the document library
Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their process they sometimes select a different attachment type and then their search doesn't locate the document (even though they know it's there!)
If the attachment type is visible in the document library their frustration levels will be reduced.
25 votes -
Is there a report that shows which documents belong to which processes?
Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list report which shows number of processes per document, however Promapp is a process mapping tool not a document management system, therefore there should be a report showing the opposite.
8 votes -
Browse function available in Chrome
In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the windows location, then (if they’re extremely IT savvy) copy the full name of the file including file type to the ‘network location:’ field.
In internet explorer (not the preferred browser), the browse button is available. This means I’ve had to encourage users to keep using internet explorer. It seems a bit backward to me. Can you let…9 votesLet me have a look at what is happening on our side and see if we can get this addressed.
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