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Auto open notes

Would it be possible to create a button or option to open all the notes within a process? This would allow for easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest 4 months ago in Navigation, Search & Filtering 2 Open for voting

Search functionality for embedded process variations

Currently searching does not pick up text in an embedded process variation. It only seems to pick up text in the name of the process. This diminishes the search functionality for embedded process variations. I raised this years ago when the proces...
Guest 10 days ago in Process Variations 0

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
Guest 10 days ago in Documents 0
186 VOTE

Bulk archive/delete of processes

We create processes during training that serve no purpose after the training session. It can take a long time to search for these and archive/delete them one by one. It would be a lot quicker if this could be done in bulk, by searching for process...
Guest almost 5 years ago in Process Creation & Editing 43 Started

Support Rich Text in Process Manager

When working in fields like the Background, Summary, or with Notes (maybe Tasks), Process Manager should support rich text options: Bold Italics Underline Strike through Font size Font color Font selection Bullet list Number list Indent / Outdent ...
Guest over 2 years ago in Process Creation & Editing 0 Planned

Dashboard to immediately display actions rather than being hidden/accessible via clickthrough

Revert back to previous MyDashboard view, where the choice of actions are displayed immediately on the right hand side, rather than having to click on the three dots on the right (which are currently not labelled) to then choose the action require...
Guest 7 months ago in Dashboard & Notifications 0 Under Review

Detailed search enhancement - Include the Activity Number that a note is located in

This will aid locating the specific note in the process after conducting a search.
Guest about 1 month ago in Navigation, Search & Filtering 0

Improve the detailed search results by adding a hyperlink or 'go to' button for specific search results

Suggestion: It would make the detailed search much more useful as a time saver if there was a direct link or 'go to button' to where a search return item is located in the process. Problem: After using the detailed search, it is not easy and strai...
Guest about 1 month ago in Navigation, Search & Filtering 0

Bring back the ability to edit documents from Search

In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
Guest about 1 year ago in Documents 8 Under Review

Add a report to capture process connections/dependencies.

This proposed report would show for each process which other processes are connected to it (linked process, conditional, linked by decision diamond or via notes) Currently you can see this information for an individual process by going to the depe...
Guest almost 3 years ago in Reporting 0 Planned