Print or Export a process

Nintex Process Manager allows you to print or export your processes in several formats, and to share processes through exclusive secure links.

Print a process

To print a process, select the printer icon in the top right of the screen. Nintex Process Managerprovides you with options about what exactly you want to print and how you want it formatted. Depending on your browser, it will either print directly or create a PDF of the process to print.

You can also print process groups the same way, including any sub-processes and their content, using the printer same icon on the process group overview page.

  1. Navigate to a process:

    2. Complete one of the following actions:

    • Use the Search box at the top-right of the main navigation bar.
    • On the Home Page:
      • Use the Search box.
      • Click Recently viewed or My favourites.
    • Click Processes > All Processes.
    • Click Processes > Recently viewed.

  1. Click print on the top-right of the process toolbar.
  2. In the Print Options dialog box, select the required options and then click Print.
    • Flowchart: Print the map view of your process.
    • Procedure: Print the text of the process, including all the activities and tasks and note headings. You can further customise what gets included with:
      • Images: Print any attached images
      • Business Analysis: This includes the details of triggers, inputs and outputs, dependencies and RACI stakeholders.
      • Full Notes: This option expands any notes in the process, showing the full content.
    • Orientation, Paper size and Columns: These are your formatting choices, allowing you to customise the way the process appears on the page.

The process PDF is printed.

Export a process

You can export processes in a number of formats, some of which can be re-imported to Nintex Process Manager, which makes sharing or reproducing a process easier.

Note: 

You can move a process from one process group to another by exporting the process definition from the source process group and then creating a process in the destination process group and importing that process definition.

For more information on importing a process see Import a process.

  1. Navigate to a process:

    2. Complete one of the following actions:

    • Use the Search box at the top-right of the main navigation bar.
    • On the Home Page:
      • Use the Search box.
      • Click Recently viewed or My favourites.
    • Click Processes > All Processes.
    • Click Processes > Recently viewed.

  1. Click settings on the top-right of the process toolbar.
  2. Click Export. Based on how your Nintex Process Manager site is configured, select from one of the following options:
    • Export Procedure Text: Exports procedure details in text format.
    • Export to XML: Available based on configuration setting: Admin > Configure > Print, Import, and Export > Enable process import/export to XML (Default: Off). The XML format is our own specification and does not conform to any other process XML standard.
    • Export to BPMN/XPDL: Available based on configuration setting: Admin > Configure > Print, Import, and Export > Enable process import/export to BPMN/XPDL (Default: Off). Exports a process in the XML Process Definition Language (XPDL) format. This feature is only available for a published version of a process if Process Approval or Publish Only modes are enabled. For more information about the XPDL format, see the XPDL website.
    • Export to XPS: Exports process details in XPS format.