7 - Nintex Promapp
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Delegation of Process Responsibilities
There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process
77 votesAs the highest voted item in User Voice, we will be adding this to our plans. We will keep you updated on release timing but I suspect it will be this year.
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API reporting capabilities
Some immediate benefits we are looking for are:
- Ability to create reporting/ dashboard based on company specific KPI's
- Ability to combine data from other company systems i.e. Learning Management System into one report/ dashboard
- Ability to schedule and automatically email reporting60 votesHi all! Sorry for the slow response on this one as well as the delayed release. We will be releasing the Reporting API for Improvements Add on in Sept 2019 and next up will be API for Process data, followed by risk but timing on those is TBD.
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Mobile Access
There is a large need to be able to consume process information on a mobile device while away from a desktop - example: in a factory or plant, maintenance in the field, sales on the road, etc.
This could be through an app for Promapp or a responsive site that could be more easily consumed on a phone or tablet.
59 votes -
Include ability to do text formatting within tasks and notes (text editor)
This request has come up time and time again and pertains to procedure view rather than map view. There are times we'd like to call special attention to viewer to some section(s) and currently it's quite challenging.
43 votes -
Declining approval or publishing request by at least one Promaster should return process to draft or edit state
If a Promaster declines or rejects an item in the approval/publishing queue, the item should be returned to draft/revision state, preferably with a notification to the owner/expert on why.
Current state is that ALL Promasters must decline/reject item before it disappears from approval/publishing queue. This leaves the item open for accidental approval or publishing.
32 votesThis on our radar and slated in the roadmap but timing still TBD. we’ll keep you posted
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Ability to update users profiles using and AD connector
Promapp has no true AD connection even with SSO. Using the AD connector and a Promapp connector, be able to set Promapp roles and global variations in a dynamic was. so that when new people get hired they can be automatically provisioned in PROMAPP
32 votesI’m happy to share that we have deeper AD integration on our roadmap. We will update you as we have more specific timing.
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Bulk delete of documents
It would be great to bulk delete documents. Over time a number of documents have been uploaded and are no longer or were never attached to processes. We would like to be able to bulk delete any unattached processes that have not been viewed in 12 months or more. Searching through and deleting documets one by one is too tim intensive/
31 votes -
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 within.
29 votes -
Glossary - Acronyms, Phrase, definition
To improve glossary functionality I propose the following.
1. There should be a data type called acronym as part of the glossary.
This should be case sensitive. This would allow for the organization to set its own acronyms and thus ensure effective use.
2. allow for users to have mulitple instances of an acronym. POC- Proof of concept, point of contact, . Allowing the process writer to designate a definition.
3. If there are dominant definitions within Promapp instances, for example APQC, SAP, BPM, these could be part of a larger glossary function to help share concepts across multiple organizations.29 votes -
Build sort of wizard to help us undo process linkages for deletion
Perhaps this is just rookie error but my colleagues and I have had very difficult time figuring out all the the linkages between processes and process groups that need to be undone in order to archive and delete. I suspect there could be better prompts or automated breaking of links
28 votesYou are not the only customers to have this trouble and we are actively working on how to address the whole archive/delete experience. You should start to see updates in the product later this year.
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View unpublished processes
We have the ability in My Dashboard > My Reviews to view published processes which are due for review, but there is no similar function to view processes that have been saved, but forgotten to publish.
Requesting please for an 'unpublished processes' tab to list those that require review
27 votes -
Archive function for particular personal or training units
When you have set up training in the system and people have completed the training, but have changed role and no longer require refresher training there is no way of archiving that persons training record for the training unit so instead it shows as expired until such time that person leaves the business or the complete refresher training. It would be great to be able to archive them so the training evidence is still in the system but not physically visible. This is important especially for KPI reporting for training and overdue training.
27 votesOpen for voting · 11 comments · Onboarding & Training add-on · Flag idea as inappropriate… · Admin → -
Multiple outputs when using decision diamond
When using a decision diamond the process ends in two different places, which each have a distinct output. Unfortunately when entering an output there is no way to define which part of the process produces that specific output. The map shows both outputs flowing from both ends of the process.
27 votes -
Breadcrumb behavior in Minimode: "down" only, not "up"
Currently if Breadcrumbs are enabled in Minimode configuration settings then they allow navigation from the linked process all the way to the top of the process hierarchy in the Promapp instance.
The breadcrumb navigation is useful but there are use cases where we only want users to be able to see from the linked process "downwards", i.e. drill into the detail, but not "upwards" e.g. to functional areas that they should not see.
In this case it would be ideal for the breadcrumbs to "start" at the linked process and not show the higher level process hierarchy: perhaps this could…
26 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 -
Show user a different message for unpublished processes (not access denied)
Sharing processes is the great strength of Promapp, but we still find that some experts/owners get confused about who can/cannot see processes that are not yet published.
Quite regularly I will get requests for "access" to Promapp which are actually requests for an draft process to be published. Because the user get an "access denied" error, it appears to be about permissions. A more helpful message would be something like "this process has not yet been published so is hidden to avoid confusion. Contact the process expert and/or owner for an update." then list the owner and expert.
25 votes -
Need wait times and active times show in mapview
We desperately need to see both active times and wait times on map view please. At present we can only have one or the other. Whilst you can see both in the procedure tab, this isn't helpful if you are presenting to the Executive, who need the higher level picture. They don't have time to see any detailed process - that's our job.
Please can you add this to your amendment list for your programmers as urgent? We don't have a useful way of showing timeframes to our executive in a snapshot and the mapview showing both sets would be…
24 votes -
Customizable reporting
It would be great if Promasters were able to create their own reports in their tenant. If we could select the data/fields we want to pull statistics from and filter as we need we could leverage the data more.
Would especially be good to filter more available reports too.23 votes -
changing owner expert automatically publishing
There is currently an issue with the system that violates the whole approvals framework.
Whenever someone leaves the organisation or changes role there is no way to bulk transfer a processes still in development to a new resource without the process automatically being published which then bypasses the approvals process. We are a small organisation and have at least one person join and leave a week. To review all of the processes to see if they are ready for publishing would be an administration nightmare.
The system needs to be able to be able handle transfering a process in a…23 votes -
Disable 'Submit for Approval' while @TODO items are present
There are instances when process editors overlook resolving @TODO items prior to submitting processes for approval. It would be helpful if the system could prevent the submission of processes while there are unresolved @TODO items present. Perhaps when the user goes to click 'Submit for Approval' a window could appear advising that there are unresolved @TODO items and call out where in the process these are.
23 votes
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