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Provide a word 'replace with' function like Microsoft has

When we re-brand a product name/team name, the name needs to be changed in every single process (mainly notes and tasks). To avoid having to change it in every single process, I would welcome an option like Microsoft has to replace a word with ano...
Guest over 5 years ago in General 5 Not Planned

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...
Guest 8 months ago in General 0 Open for voting

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...
Guest 4 months ago in General 0 Open for voting

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 ...
Guest over 5 years ago in General 1 Open for voting

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...
Guest over 3 years ago in General 0 Open for voting

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 ...
Guest almost 3 years ago in General 1 Open for voting

Configure Reference no. as required field

Promasters should be able to configure if the 'Reference no.' field is required for publishing the process. This should be a master config setting that can be enabled, and then should also be able to be controlled at the Process Group level (simil...
Jonathan Butler 9 months ago in General 0 Open for voting

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...
Guest almost 2 years ago in General 0 Open for voting

Set default print options

It would be great to set default print options for the company to have a standard when generating a PDF for a process. As a Promaster I can set the default print options to what the company agrees on e.g. Flowchat ticked, Timeframe unticked, Colum...
Guest over 4 years ago in General 2 Open for voting

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 ...
Guest about 4 years ago in General 2 Open for voting