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- Draft: the displayed version is being edited, which can be the first version – the process has never been published – or the last version being edited – when there some previous versions are already published previous versions;
- Published: the displayed version is published, which can be the first version – the process has been published only once – or the last version that was published – when there some previous versions are already published previous versions. When the process has been published at least once, it can be:
- Published - Active: the displayed version is published and there some requests are open requests;
- Published - Inactive: the displayed version is published and there no requests are no open requests.
In the general settings, it is possible to you can define a category and a subcategory for each process. Thus, the system displays the processes that belong to the same category and/or subcategory are displayed grouped in the Start requests feature, improving the visibility of the processes available for use and facilitating the opening of requests.
It is You can also possible to configure the process to allow adding supplements – comments and attachments. This means that a person can add comments or attachments to an open request even if they are not responsible for the stage in which the request is located. This way, communication remains centralized and recorded in the request's history, thus preventing any information from being lost or not being recorded.
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For To use a process to be used in the mobile application, it is necessary you need to activate the Available for mobile option in the Security tab of your general settings. By default, this option is disabled. |
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01. In the main menu, click on 
Processes.
02. Click on 
Configure processes.
03. Locate the process for which you want to view the diagram.
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You can locate the process using the Search field – located at the top. |
04. Click on More actions
– located on the right side of the process line.
05. Click on
Edit process.
06. In the message displayed, click on Open in new editor.
07. In the 
Diagram tab, view the complete process diagram.
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In the process diagram, you can see the complete flow that the request can follow, as well as the settings for each component. More You can find more details about the options available for the diagram can be found inProcess diagram. |
View process scripts
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process for which you want to view the existing scripts.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Search field – located at the top. |
04. Click on More actions– located on the right side of the process line.
05. Click onEdit process.
06. In the message displayed, click on Open in new editor.
07. Click on the 
Script tab.
08. On the left side, see all the scripts that have been added to the process.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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More You can find more details about the available options for scripts can be found in Process scripts. |
Create form for the process
| Âncora |
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| criar-formulário |
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| criar-formulário |
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process for which you want to create a form.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Search field – located at the top. |
04. Click on More actions– located on the right side of the process line.
05. Click onEdit process.
06. In the message displayed, click on Open in new editor.
07. Click on Create process form 
– located on the right side of the top bar.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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When you click Click this option , to display the Form Editor is displayed, where in which you can create the form, configure all its fields, and the rules for each field. When the process already has a linked form that was created by the Form Editor has created, the system displays this option is displayed as Edit process form . | Nota |
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| When the process already has a linked form that was created from the Documents feature, the system displays this option is displayed as Edit process form  and will be lockedlocks it, making it impossible to open it, as these forms are not compatible with the Form Editor. In this case, to create a new form, it is necessary you need to first unlink the current one in the Form tab of the process settings. | Dica |
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| Click here to learn how to unlink the form. |
After unlinking the form, the Edit process formImage Added option Image Removed changes to Create process form . By clicking on it, you can create a new form from the Form Editor and, later, you will also be able to edit it. Additionally, after unlinking the form in the Form tab of the process settings, you can also select another existing form or click on Create new – which was previously the Unlink option – to create the form in the Form Editor. |
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process for which you want to edit the form.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Search field – located at the top. |
04. Click on More actions– located on the right side of the process line.
05. Click onEdit process.
06. In the message displayed, click on Open in new editor.
07. Click on Edit process form – located on the right side of the top bar.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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This option is only displayed when there is already a form created by the Form Editor The system only displays this option when the Form Editor has already created a form that is linked to the process. When clicked, Click to display the Form Editor is displayed, where in which you can edit the form, its fields, and the rules for each field. When the process does not yet have a linked form, the system displays this option is displayed as Create process form . | Nota |
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| When the process has a linked form that was created from the Documents feature, the system displays this option is displayed as Edit process form and will be lockedlocks it, making it impossible to open it, as these forms are not compatible with the Form Editor. In this case, to edit the form from this option, it is necessary you need to first unlink the current one in the Form tab of the process Settings and create a new one. After unlinking the form, the Edit process form option changes to Create process form . By clicking on it, you can create a new form from the Form Editor and, later, you will be able to edit it from this option at any time. Additionally, after unlinking the form in the Form tab of the process Settings, you can also select another form that already exists or click on Create new – which was previously the Unlink option – to create the form in the Form Editor. |
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process from which you want to copy the code.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Search field – located at the top. |
04. Click on More actions– located on the right side of the process line.
05. Click onEdit process.
06. In the message displayed, click on Open in new editor.
07. Click on Process settings 
– located on the right side of the top bar.
08. In the General tab, click on Copy code 
– located at the top.
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The process code will be is copied to the clipboard. |
Define general information of the process
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process for which you want to define the general information.
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| borderColor | #f2f2f2 |
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You can locate the process using the Search field – located at the top. |
04. Click on More actions– located on the right side of the process line.
05. Click onEdit process.
06. In the message displayed, click on Open in new editor.
07. Click on Process settings – located on the right side of the top bar.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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Title
Name for identifying the process. This is the name that will be displayed when opening When you open requests for the process in the Start request feature, this is the name that is displayed. You can edit the process name at any time. | Painel |
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| subtle | true |
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| title | EXAMPLE OF USE |
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In a resource request process for a trip – such as transportation, accommodation, meals – the title could be Travel Approval.
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Icon
Graphic element to facilitate the visual identification of the process. To change the icon, simply click on the arrow  next to the current icon and click on the desired icon. You can locate a specific icon using the Search icon field – located at the top. If no other icon is selected, you do not select another icon, the system assigns the default icon  will be assigned to to the process. | Painel |
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| | Estado |
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| subtle | true |
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| title | EXAMPLE OF USE |
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In a Travel Approval process, for example, the icon could be the airplane  .
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Instructions
Instructions aimed at facilitating the understanding of those who will use the processto help the users of the process to understand it better, such as the purpose of this process, what they can be requested request from this process, who can use this process, among others. The instructions are displayed in the Request information tab Information tab of the request displays these instructions. | Dica |
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| When preparing the instructions for a process, it is common to need to search for information from other documents or websites. The platform has the concept of hyperlink, which allows you to include an instruction document and also Internet addresses through external documents, both stored in the Documents feature, avoiding information replication and facilitating navigation. To do this, simply use the format [WD:documentcodecodigodoc], replacing documentcode with codigodoc with the numeric code of the document. |
Tags
Labels assigned to the process to facilitate future searches. Tags function as keywords and allow for a more informal and personal way to label the process. It is possible to You can find a process through navigation browsing or by search, which considers the tags to locate it. Category
The category to which the process belongs and in which it will be is displayed in the Start requests feature. Categories and subcategories serve are useful to organize processes and facilitate their location, as they are grouped by grouping them. To include a subcategory, simply insert enter the category, a period (.), and the subcategory. | Painel |
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| | Estado |
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| subtle | true |
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| title | EXAMPLE OF USE |
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HR.Benefits: means HR category and Benefits subcategory.
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Complement requests
Who can add comments and attachments to ongoing requests even when they are not under their responsibility, thus ensuring that all communication is recorded in the request history instead of being done through other means. The available options are: - Responsible and requester: when selected, determines that only the requester – at the time of opening the request – and the person responsible for the stage in which the request is located can add comments and attachments.
- Responsible, requester, and managers: when selected, determines that only the requester and the process managers – at any time – and the person responsible for the stage in which the request is located can add comments and attachments.
Participants and managers: when selected, determines that all those involved in the request at some point and the process managers can add comments and attachments at any time.
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→ Person A, who was responsible for a certain stage of the request, transferred it to person B.
→ Even though person A is no longer responsible for any stage of the request, they can still include comments and attachments at any time, as they were a participant in the process at a certain point.
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Any user: when selected, determines that anyone with an active registration can add comments and attachments to the request at any time.
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| This option is only valid for public processes. To define a process as public, it is necessary to activate the Make public option in the Security tab. |
Track additions
Who should receive notifications when a comment or an attachment is added to the request. This field is not enabled when the option selected in Complement requests is Responsible and requester. The available options are: - Notify responsible: when checked, determines that the responsible parties for the stages of the process will be notified when a comment or an attachment is added to the request.
- Notify requester: when checked, it determines that the requester – the one who opened the request – will be notified when a comment or an attachment is added to the request.
- Notify manager: when checked, it determines that the process managers will be notified when a comment or an attachment is added to the request.
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| Regardless of the checked options, the notification is not sent to the person who performed the action. | Painel |
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One of the process managers added a comment to the request. Even if the Notify manager option is checked, he will not receive the notification, since the action was performed by himself.
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| Notifications can be sent in the Notification center or via email, depending on how the sending options were configured in the personal profile, as well as which options are available for use in the company, which may have been configured globally – for all companies – or by company. |
Attachment volume
Location where attachments added to the process requests will be stored. Only volumes of type Default and Workflow Attachment are displayed. Volume management is done in the Volumes feature of the WCMADMIN user control panel. Working hours
Working hours that will be related to the process and considered in the execution of its stages. The working hours selected for the process are used in the calculations of final deadlines and delays for stages that do not have their own configured working hours. The working hours that exist in the Working hours feature are displayed for selection. | Painel |
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| | Estado |
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| subtle | true |
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| title | EXAMPLE OF DEADLINE AND DELAY CALCULATION FOR STAGES |
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→ The working hours selected for the process are configured as: Monday to Friday from 8:00 AM to 6:00 PM.
→ The time to complete a stage that does not have its own working hours is 1 hour.
→ The request reached this stage at 5:30 PM on a Tuesday.
→ Therefore, the final deadline for completing the stage will be Wednesday at 8:30 AM. After 8:30 AM, the stage will be considered delayed.
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Expiration deadline
Maximum time, in hours, within which the request must be completed to not be considered expired. The entry must be in the format 000:00. Upon reaching the maximum time, a notification is issued to all involved informing that the request has expired. When configured, the time is calculated taking into account the standard working hours registered on the platform. This deadline cannot be less than the notice period. Notice period
Time, in hours, before the expiration deadline of the request in which a notification will be sent informing that the request is about to expire. The input must be in the format 000:00. When configured, the time is calculated considering the standard working hours registered in the platform. This period cannot be greater than the expiration deadline. | Painel |
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| subtle | true |
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| title | EXAMPLE OF USING EXPIRATION AND NOTICE PERIODS |
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→ The expiration period of a process is configured as: 5 hours.
→ The notice period is configured as: 10 minutes.
→ A request for the process was opened at 1:00 PM. That is, it must be closed by 6:00 PM. If it is not closed, after 6:00 PM it is considered expired.
→ However, at 5:50 PM, a notification about the expiration of the request will be sent to those involved, informing that it is about to expire. The frequency of this notification during these 10 minutes – from 5:50 PM to 6:00 PM – is what was configured in th Task scheduler, which can be every minute, for example.
→ Upon reaching 5 hours open, that is, at 6:00 PM, a single notification will be sent informing that the request has expired and its status changes to Expired. |
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