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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 managers.
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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. Click on Process settings 
– located on the right side of the top bar.
08. Click on the Manager tab and select how the definition of to define who will manage the process will be made.
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Type of assignment
How the definition of the managing persons of the process should be made, to define the process managers; that is, which persons will have the power to represent any other person involved in the process, as well as receive follow-up notifications of requests. The available options are: No person: when selected, it determines that no person nobody will be manage the manager of the process, ; that is, the process will have no managers.
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| When no manager is defined, in the absence of any person anyone involved in the process , means that no one will be able to replace themcan be replaced. |
Specific group: when selected, it determines that only the persons from a specific group will be are the managers of the process.
- Specific role: when selected, it determines that only the persons who hold a specific role will be are the managers of the proces.
- Specific person: when selected, it determines that only a specific person will be is the manager of the process.
Specific group
Specific group of persons who will be are the managers of the process. This field is only displayed when selecting Select the Specific group option in Type of assignmentAssignment type to display this field. To see the persons who are part of the selected group, just click on View  and to . To remove the selected group, just click on Remove  – both located on the right side of the group name. Specific role
Specific role held by the persons who will be are the managers of the process. This field is only displayed when selecting the Specific role option in Type of assignmentSelect the Specific role option in Assignment type to display this field. To see the persons who hold the selected role, just click on View and to . To remove the selected role, just click on Remove – both located on the right side of the role name. Specific person
Specific person who will be is the manager of the process. This field is only displayed when selecting the Specific Select Specific the person option in Assignment type to display this field. To remove the selected person, simply click on Remove – located to the right of the person's name. |
09. Inform Enter who should be the manager of the process according to in accordance with the selected assignment type.
10. Click on Save – located at the bottom – to save the definition of the process manager.
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process to which you want to link an existing form.
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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. Click on the Form tab.
09. In Form, select an already existing form to be linked link to the process and used use in the requests.
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Forms are used so that those Those involved in the process can use forms to, during the progress of the requests, provide or consult query data in a simple and structured way. Existing forms are displayed from the The Documents resource or and the Form Editor. They display the existing forms, which are identified as: - ECM Form: these are These forms that already exist and were created from the Documents resource. They You can be linked link and used use them in the process normallyas usual; however, they you cannot be opened open and edited edit them in the Form Editor, as they are not compatible.
- New editor form: these are forms that already exist and were created from the Form Editor, and can be opened and edited from itin which you can open and edit them.
| Informações |
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| To create a specific form for this process, simply do not select any existing form and click on Create new – located next to the field – to build the form in the Form Editor. When saving the created form, it is automatically linked the system automatically links it to the process. It is You can also possible to create a form from the Create process form option  – located on the right side of the top bar. In this case, no you should not select any existing form should be selected in this field, so that you may create a new one can be created from this option in the future. |
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10. If the selected form is from the Documents feature, feature, define the other desired characteristics for it.
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These options are enabled active only for forms coming from the Documents feature, as they are not compatible with forms from the new editor. Unique form record
When activated, it determines that each change in the request overwrites the data of the form record will be overwritten with each change in the request, maintaining a single form record for each request.
If not activated, each change in the request data creates a new version of the form record, thus allowing for a history of all changes made to the request form throughout the process. Form records inherit security
When activated, it determines that anyone with permission for the form can view the form records created from that the process can be viewed by anyone who has permission for the formcreates, even if they did do not participate in the process. |
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