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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 17 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 17 days ago in Documents 0

Visually identify activities with a linked process in the map view

When an activity has a Note added with a linked process, having the Map visually identify that there is a linked process to the end user in some manner would improve the user experience. At a glance a user, auditor, or manager could easily identif...
Guest 9 months ago in Process Map 0 Open for voting

Enhance current Search features

Instead of just having Search Process and documents, including the ability to Search by NAME / EXPERT or OWNER would be helpful. Either adding as an additional search box or being able to choose how the user wants to search
Guest 4 months ago in Navigation, Search & Filtering 0 Open for voting
128 VOTE

Delegation of Process Responsibilities

There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process
Guest over 6 years ago in General 7 Under Review

Customize Process Manager Home Page

While there is some basic customization - addition of logo and an image, we would like to be able to customise the front page to better reflect how an organisation uses the system rather than be constrained by the fields and buttons that come out ...
Guest over 2 years ago in Navigation, Search & Filtering 0 Open for voting

Add user view for promasters

Promasters are usually also users of the product. Our dashboard is cluttered up with notifications about processes we have nothing to do with in our business role. Add a view option so we can work as a standard user and switch to an admin view whe...
Guest over 2 years ago in Navigation, Search & Filtering / User Management 5 Open for voting

API data identifier for process created using Process Capture tool

I need a way to distinguish, report and track the processes created with the use of the Process Capture feature vs manual creation or processes as normal. Same request for Gen AI processes created using that feature. Ideally also tracked or associ...
LB 3 months ago in Reporting 0 Open for voting

Ability to add more than one process link at a note

Sometimes it would be useful to be able to add more than one process link at a note.
Guest almost 2 years ago in Process Creation & Editing 0 Open for voting

Search function needs ability to filter out archived processes

Currently the search function provides both current and archived process titles, and you can't tell which processes are archived until you click into them. It would be great to have a bullet button on the right to be able to exclude/include archiv...
Guest 7 months ago in Navigation, Search & Filtering 0 Open for voting