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Navigation, Search & Filtering

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Auto open notes

Would it be possible to create a button or option to open all the notes within a process? This would allow for easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest about 1 month ago in Navigation, Search & Filtering 2

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 12 days ago in Navigation, Search & Filtering 0

Ability to filter on Country / Only see records relating to your country

Add a default view to be applied by user based on country they are in. This could be determined by their email address in some instances if (AU or NZ for example are in the email addresses). Or give the user the ability to be able to filter on the...
Guest 12 days ago in Navigation, Search & Filtering 0

Optional View in Folders split by Project Expert Name to mirror current Process Folder view

The current visual of it being in a table like view with 5 columns could be improved by making it look like the Overview Process Folder view. Part 2 of this would be to have the Process Owner's name on the folder. Making it easy to identify the Pr...
Guest 12 days ago in Navigation, Search & Filtering 0

New column containing the REVIEW DATE be added to the Processes I own table.

Under Processes > Processes I own, it would be great to added a Review Date Column here with the ablity to be filtered on.
Guest 12 days ago in Navigation, Search & Filtering 0

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 3 months ago in Navigation, Search & Filtering 0 Open for voting

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

Find and replace options

It would be nice when editing processes with a similar term (or system), that you could mass update all processes containing that work or phrase, rather than having to do them individually. We had a big system updgrate and had to manually update h...
Guest 6 months ago in Navigation, Search & Filtering 2 Open for voting

Ability to filter Processes Awaiting Approval by Approver

Ability to filter Processes Awaiting Approval by Approver in order to facilitate sending a report to each approver. Ideally, an automatic report that would be sent to each approver after x number of days of not being approved but could be manually...
Guest over 3 years ago in Navigation, Search & Filtering / Process Review & Approval 2 Open for voting