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Policy links shouldn't display them as "Processes"
When a Policy link is added to a Process (e.g. within a Note in the Process), the link reads "Process" which can be misleading.
For example, at CST we have a Policy that describes when funds leaving an account should be processed as a Withdrawal ...
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Ability to delete processes in bulk
I am undertaking a substantial clean up of our site and, as a consequence, deleting a lot of processes. The ability to tag processes for deletion and then be able to delete in bulk would be really beneficial. Also, if processes have been identifie...
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Allow the option to exclude documents in search results from Promapp to Sharepoint
When storing documents in a sharepoint environment and linking into a promapp process, allow to exclusion of those linked documents when integrating into sharepoint search results. The inability to exclude this results in duplicated results when r...
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8
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System Tag Re-indexing - go beyond just the tag to the system but to the references in the process itself.
We recently Re-indexed our the name and definition of an CRM we sunset recently with the name of the new CRM we implemented.
While the tags on th particular Activities changed, the utterances or references within th process content itself did not ...
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