7 - Nintex Promapp

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  1. search field is not standing out in new look.

    With the new look Promapp, the search field in the documents module and in the improvements register does not stand out as the icon is small, and the field only pops up if clicked on, plus is the same colour as the surrounding page.. Could the search field be made more obvious? people always use the "process and document' search field above then get lost.

    2 votes

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  2. Add Activity numbers to linked processes

    At the moment when you link a process into another process, it appears as a stand-alone line item in the process without an assigned number. i.e.

    3.0 Notify team of training plan

    Process > Monitor Completion

    4.0 Deliver face to face training

    It would be fantastic if the linked process could be assigned an Activity number. For example.

    3.0 Notify team of training plan

    4.0 Process > Monitor Completion

    5.0 Deliver face to face training

    1 vote

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  3. Single Sign On

    It's 2021 - make it standard to be able to enable single sign on/MFA for Promapp

    3 votes

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  4. Bring back the "Give Your feedback on your processes" section on the Home Page (with the smiley faces)

    Before the new rebrand/new look and feel of Nintex Promapp, on the homepage there was a "Give your feedback on your processes" where users could click on smiley faces to give us positive feedback, suggests improvements, and contact us for help via the "Argh, I'm Confused" smiley faces.

    This section was extremely useful for the teams who were new to the system and wanted to ask for help as it was eye-catching and easy to understand.

    Now they have to either find the "Contact your Promaster" button or go to the "Help" menu and then click "Contact Promaster" (where many…

    1 vote

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  5. Ability to change the "Promaster" terminology across the system

    Could we please have the ability to change the "Promaster" terminology across the platform - similar to how we can Exec Sponsor Title and Lead Process Champion Title?

    We are finding the team are unnecessarily contacting the Nintex Promapp support team for questions that could be directed to the "Promasters" instead. When they go to the Help Menu they have to pick between the options "Contact Support" or "Contact Promaster" and as "Promaster" is not a role tile or responsibility within our organisation, team members often mistakenly choose "Contact Support".
    This issue is confounded by the fact our organisation uses…

    1 vote

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  6. User Dashboard

    We have a Process Dashboard but a new pivot could be to also have as user dashboard.

    This dashboard could be sortable by timeframe. It could show total users that accessed the tool during the time frame, processes viewed, unique users each days in that time frame. This would make it easier to present data.

    1 vote

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  7. Linked processes in Minimodes open in a new browser window

    I would like linked processes in a minimode to open in a new browser window rather than changing within the same window. This also disables the back arrow so that you can not go back to the original promapp. I understand that this is due to the URL not changing.

    2 votes

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  8. Show approvers in ''Submit for Approval" dialogue

    When sending a process for approval, the user can enter a short explanation of what has changed and why. Understanding your audience is key but there is nothing on this screen to show who the approvers are.

    To identify the approver the user has to exit this dialogue and go back to the process and check both the summary tab (for expert and owner) and RACI (for additional approvers). This still won't show any approvers added by the group Stakeholders.

    Only once the process has gone for approval is it clear who

    Request is to add a list of who…

    6 votes

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  9. Showing linked docs/png etc on change log

    Today our discussion resulted in an additional piece of information for change log functionality.

    Though we have the ability to put in comments. A great addition, would be having an indicator if an additional file is added or linked and a call out. Allowing for easier identification to revert to that point.

    1 vote

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  10. Turn off scroll wheel zooming for embed pages

    When you embed a process in a SharePoint site, scrolling the page often ends up with the process map zooming out as you scroll past it.

    It would be good to change the default scroll behaviour to NOT change the zoom level, either in embedded pages, or within Promapp.

    1 vote

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  11. Ability to have notes on conditional process links

    Currently we use the notes functionality to manage conditional processes because we don't have the ability to describe the condition criteria applicable. Could we have a text field added to the conditional process field, so that we could define the applicable condition e.g. 'Follow this conditional process when..."

    5 votes

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  12. Enable 2 separate role allocation lists in the user profile (primary & secondary roles)

    Having the ability to allocate roles in 2 separate lists would enable roles to be allocated as a primary role or roles i.e. main job, and secondary role or roles i.e. interested in, which would effectively be a means to 'subscribe' to process notifications.

    The secondary role could be controlled by the user themselves as well in the User management page.

    The content of the notification email could be segregate by primary and secondary roles so the user can see which updates affect them directly and those that they have an interest in.

    1 vote

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  13. Add more fields to the user data

    Add more fields to the user data to enable differentiation between users with the same or similar names. This extra data should be displayed in the various user selection fields.

    Suggestions are (in no particular order): Job Title, Location, Department.

    In a company of 5000+ employees we have many occurrences of people with similar names (e.g. Andrew Smith or Andy Smith) and it is impossible know which is the one you want to pick in the various user selections fields.

    Also, we use SSO and we have found that any 'extra' info we manually add to the name fields is…

    2 votes

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  14. Bulk Delete / Multi Delete of Glossary Items

    It would be very handy to allow for bulk delete / multi delete of Glossary items. We imported a spreadsheet of words/terms from a corporate dictionary, but after seeing how well Promapp tags things - we're really wishing we could easily remove large chunks of what we uploaded - or remove it all and do a more targeted upload.

    5 votes

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  15. Search - Processes I'm In

    The search bar in Processes I'm In only searches titles (if I'm correct). It would help a lot if it also searched keywords and content as well.

    3 votes

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  16. Front page search All or Processes I'm In

    Include the choice to search all pages or filter to Processes I'm In - so that the Processes I'm In capability is intuitive and not hidden.

    2 votes

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  17. Add Automated/scheduled Reports

    Add option to automate sending of various reports such as Process overdue for review or approvals. Allow to outline report groups that receive an automated report to confirm overdue task are not being missed.

    2 votes

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  18. Clearer text in relation to Decision points

    Have had a request from one of our staff members - if you are reading the procedure text, rather than looking at the process map, it's a little confusing when you come to a decision point.

    Your options if you are linking to an activity as your yes or no are NEXT ACTIVITY and CONTINUE. It is not all that clear which bit is the next activity and which bit is the continuation (particularly for new users).

    The suggestion is that the text be clearer e.g. GO TO ACTIVITY 5.0, so you can tell exactly where to go. I know…

    1 vote

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  19. Key search words can be changed without Process Owner/Expert approval

    It would be fantastic if we could make Key search words editable without needing to get additional approval from Process Owners and Process Experts, similar to when we change Process Review Dates.

    We want to be easily be able to update Key Search Terms against a process with mimal red tape, this way we can action feedback regarding navigation and discovery of processes immediately without having to go through and approval workflow.

    It could be made similar to Process Review Dates and cycles, where the change is logged in the chat log but it doesn't need explict signoff.

    10 votes

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  20. Being able to filter between overdue Processes and over due Documents

    Currenty on the "My Reviews" tab, you can see items which are Overdue, due in 3 months and due in 12 months.

    It would be great if we could expand the selection of filters by:
    - Adding a filter for Type i.e. Documents, Processes, Policies so our time poor Process Owners can focus their energies on the type of content which is higher risk
    - Adding flexible time filters - being able to filter by overdue, 3 and 12 months is great but if our owners want to see whats due in the comming month or comming 6 months they…

    2 votes

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