Automation FAQs

This feature connects Nintex Process Manager more closely with Nintex workflow A no-code/low-code solution that is used to automate parts of a given process or the entire process end-to-end. solutions (such as Nintex Workflow, Nintex for Office 365, or Nintex for SharePoint). Integrating Nintex Process Manager and Nintex workflows creates efficiencies, reduces errors and accelerates your business processes easily and smoothly.

• For on-premise or Nintex for Office 365 users, it encourages collaboration between workflow designers The user who designed the workflow, or the point of contact for information about the workflow and process experts A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process., tracking workflows that are added to processes, highlighting where they impact the procedures and reporting on processes with associated workflows across the organisation.
• For Nintex Workflow A cloud-based platform where you can design workflows to automate simple to complex processes using drag-and-drop interactions, without writing any code. users it goes one step further to allow automation specialists An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who manages the relationship between the Process Expert and the Workflow Designer. Automation Specialists can associate workflows with processes, in addition to having Process Editor rights to the group they have been assigned to. within Nintex Process Manager to automatically provide detailed frameworks to workflow designers, then map the resulting automation solutions back into the process when they’re ready. This adds greater collaboration and accelerates the process for building effective solutions by exchanging clear information directly between the two platforms.

• In Nintex for Office 365 and on-premise environments, users can extract and provide automation specialists An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who manages the relationship between the Process Expert and the Workflow Designer. Automation Specialists can associate workflows with processes, in addition to having Process Editor rights to the group they have been assigned to. with process information to guide the development of custom workflows. The resulting solutions can be mapped back to the process in Nintex Process Manager to highlight where the automation is used and provide clear reporting.

• In Nintex Workflow, the Request Automation button automates the interaction between Nintex Process Manager and the workflow engine, building a workflow frame from the selected process actions. Once reviewed and published by the workflow designer The user who designed the workflow, or the point of contact for information about the workflow, it automatically maps back into Nintex Process Manager for approval by the process automation specialist.

• While knowledge of workflow capabilities and tools will be helpful, the integration is a no-code solution for tracking and implementing automation. Automation specialists An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who manages the relationship between the Process Expert and the Workflow Designer. Automation Specialists can associate workflows with processes, in addition to having Process Editor rights to the group they have been assigned to. can identify processes which can benefit from automation and nominate them for a workflow solution, indicating the steps and forms to automate without leaving the Nintex Process Manager site.
• Workflow designers The user who designed the workflow, or the point of contact for information about the workflow working within the Nintex workflow A no-code/low-code solution that is used to automate parts of a given process or the entire process end-to-end. solutions (such as Nintex Workflow, Nintex for Office 365, or Nintex for SharePoint) can build or refine the nominated workflow and publish it ready for implementation without the process expert needing to access the workflow tool.

Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site., Automation Specialists An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who manages the relationship between the Process Expert and the Workflow Designer. Automation Specialists can associate workflows with processes, in addition to having Process Editor rights to the group they have been assigned to., and Process Editors A user who can edit a process, including Promasters, Business Analysts, Process Experts, Process Owners and Process Editors assigned at a process group level. can manage automation and have the following automation rights:

An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who will manage the relationship between the Process Expert A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process. and the Workflow Designer The user who designed the workflow, or the point of contact for information about the workflow. Automation Specialists can associate workflows with processes, in addition to having Process Editor A user who can edit a process, including Promasters, Business Analysts, Process Experts, Process Owners and Process Editors assigned at a process group level. rights to the group they have been assigned to.

Note: Only Promasters can add Automation Specialist stakeholders.

1. Click Admin > Manage Groups

2. On the Manage Groups page, click next to a process group and then click Manage Stakeholders.

3. Click next to AUTOMATION SPECIALISTS.

4. Click the Add by User or Role/Responsibility field and select the required values from the list.

5. Click Save. The selected users are assigned the Automation Specialist role.

• Automated activities and tasks will display in orange color and have an AUTOMATED label in Orange color. When all tasks are automated the activity is automated and display in orange color on the process map.

• Any activity with automated tasks will have an Automated system associated. This will display next to any other systems and roles, and also display in the swim lane on the process map.

• The automation highlighting in Nintex Process Manager stands out with color coded activities, tasks and documents in both the process map and procedure view. Automated activities are split into separate swim lanes and users can track the processes where workflows are associated with focused reporting.
• The Request Automation button takes it beyond highlighting automation to actively developing powerful user-driven solutions in the Nintex Workflow A cloud-based platform where you can design workflows to automate simple to complex processes using drag-and-drop interactions, without writing any code. environment

In process Edit mode, on the left pane, click Automation to display all the workflows associated with the process. The title will display the number of workflows.

• If a workflow uses a start form, it will also be added to the activity or task.

• You can edit start forms added as part of the workflows from the Document Library.

• You can only edit the Search Tags, System Tags, Next Review Date, and Select Group fields of the start form.

• You cannot delete a start form. Start forms are automatically deleted when the associated workflow is deleted.

• Hover on the activity and from the Convert Actions cog drop-down list, select Manual activity.

All tasks in the activity will be changed to manual and any associated document links are removed. The documents can still be accessed from the Document Library.

• Hover over the task and click Manual task.

Any associated document links are removed. The documents can still be accessed from the Document Library.

Go to Admin > Configuration > Process Editing > Enable automation.