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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 ...
Guest over 5 years ago in General 1 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

Allowing Systems tab to be viewable to all users.

We often are asked what Systems are or have been added in Process Manager. Currently, only BA and Promaster roles can see the Systems tab. We run the System Owner Report to share this although would like to have this setting in the Admin/Configura...
Guest over 1 year ago in Navigation, Search & Filtering / User Management 0 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

Process should remain in Dashboard until "Seen It" Selected

Once a user clicks on the Process link in the New Process or Process Changes in the Dashboard, the Process disappears once the Dashboard is closed or refreshed. Users may not have the time to review the entire process before the opened process win...
Guest over 2 years ago in Dashboard & Notifications 0 Open for voting

Hyperlink to a section within a process

Often our staff only want to see the details of the step of the process that they are responsible for. They don't need to read the process steps for other teams in the process. We would like to be able to provide a hyperlink that goes directly to ...
Guest almost 3 years ago in Process Sharing / Minimode 1 Open for voting

Show Inputs/Outputs of Linked Processes on the Process Map

When reviewing a Process Map, it would be useful to see the Inputs/Outputs of a Linked Process without having to navigate to the process itself, as I don't necessarily want to see the whole process, but just want to understand what the process req...
Evgenios Efthymiou 4 months ago in Process Map 0 Open for voting

Calendar

Link your Calendar to Promapp so review dates can be automatically linked to your Calendar rather than manually adding them.
Guest over 2 years ago in Process Review & Approval 2 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

Process annual reviews

We have a checklist of questions that the PO or PE answers when performing the annual process review. The checklist is then copied and pasted into the comments box that is displayed when the Reviewed It action button is selected.We would like the ...
Guest over 2 years ago in Process Review & Approval 0 Open for voting