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Process Creation & Editing

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Control which users/roles/privileges can see cost information on processes

Is it possible to make some processes private or restricted so only certain people can view it. Our users are concerned that if they add the financial details to specific roles, especially roles where only one person is employed such as a COO, tho...
Guest almost 2 years ago in Process Creation & Editing / User Management 0 Open for voting

Reduce the headers and footers to maximise the editing panel for small screens

When working on a laptop screen (14") the panel for editing a procedure is taken up by the activity header (name, roles, add buttons etc) and a footer (save, view map buttons) leaving only 6 lines of text to 'operate' within. This makes moving ste...
Guest over 1 year ago in Navigation, Search & Filtering / Process Creation & Editing 0 Open for voting

Saving Processes and changes

It would be great if there was an autosave function OR a prompt to save in the event that a user inadvertently went to close Promapp while there was a process underway
Guest over 2 years ago in Process Creation & Editing 1 Open for voting

Linking roles to a Team created in Users

When an activity has more than 6 roles attached to it, the only option is to create a team to cover the relevant roles. However, when you have numerous individuals attached to that team, it makes it a administrative burden to constantly monitor an...
Guest 9 months ago in Process Creation & Editing / User Management 0 Open for voting

Use tab to navigate to name list for owner and expert

When searching for name in owner and expert lines you can press "tab" to navigate to the list of names that comes up and select with cursor keys and enter, instead of using your mouse.
Guest 2 months ago in Process Creation & Editing 0 Open for voting

Paste list of text into separate tasks

Paste copied list of text into the task entry line in an activity and the separate lines become separate tasks.
Guest 2 months ago in Process Creation & Editing 0 Open for voting

Glossary items show when in edit tab

When editing a process, it would be great that when a glossary item (acronym) is used, it indicates what the glossary item is immediately. This would stop people using an acronym which has already been used and is not the same as what is intended ...
Guest over 1 year ago in Process Creation & Editing 0 Open for voting

Process Generation Copilot

Ability to build and customize assistants that users can integrate with via a prompt or conversational interface.
Jonathan Butler 5 months ago in Process Creation & Editing 0 Open for voting

Configuration for creating dependencies on save vs. publish

Currently dependencies between records, such as roles, documents, tags, or users, are only fully established when a process is published. There should be an admin configuration setting that allows the site's promaster to determine if the dependenc...
Jonathan Butler 5 months ago in Process Creation & Editing 0 Open for voting

Add ability to convert tasks or activities to notes

Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
Guest over 2 years ago in Process Creation & Editing 0 Open for voting