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16
VOTE
16
VOTE
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 ...
1
Open for voting
10
VOTE
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...
0
Open for voting
8
VOTE
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 ...
1
Open for voting
7
VOTE
11
VOTE
2
VOTE
Disable archived processes from appearing in Onboardings
New onboardings are being given archived processes to view as the archived processes still contain the roles for the tasks. As I don't wish to delete many of the processes permanently, to remove the role requires restoring the process, editing, re...
0
Open for voting
5
VOTE
Allow attachments to Suggested Processes
It would be useful to have the option to submit an attachment when submitting a new suggested process in Process Manager. This would allow colleagues submitting the suggested process to attach any existing documentation and would in turn save thos...
0
Open for voting
10
VOTE
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 ...
2
Open for voting
14
VOTE
