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Painel
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You can locate the process using the Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using the Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using the Use the Search field – located – located at the top, to find the process.

04. Click More actions– located on the right side of the process line.

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11. In Field Selection, check the form fields that will be used you want to use as filters in the Task Center and in the request searches for requests.

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You can check select up to 15 fields.

It is You can also possible to edit the description of each field by clicking on it and changing it to the as desired description.

Nota
titleImportant!

Changing the description does not reflect on affect the original form, meaning the field retains its original description on the form. The changed description will only be visible in this location to facilitate the identification of You can only view the edited description in this location, so you can more easily identify the field.

12. Click Save – located at the bottom – to save the link of the form with the process.

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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 unlink the form that is currently linked.

Painel
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bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

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, click on Unlink.

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When unlinking you unlink a form from the process, you lose all configurations related to the form fieldsform field settings, such as assignment mechanism, attachment security, and filters for the Task Center are lostfilters.

After unlinking the form, you can:

  • select another existing form to be linked to link to the process, which can be a form created from the Documents feature – and that is thus not compatible with the Form Editor – or a form that was created in the Form Editor and can also be edited by it later;, in which you may also edit the form later;
  • click create a new form using the Form Editor by clicking on Create new – displayed in place of Unlink, to use the Form Editor to create a new form. When saving you save the created form, it is automatically linked the system automatically links it to the process, and you can be edited later by use the Form Editor to edit the form later. After creating the form is created, the Create new option will revert reverts back to Unlink.

You can also choose to create a new form in the future 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.

10. Click on Save – located at the bottom – to save the changes made to the form's link with 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 view the history.

Painel
borderColor#f2f2f2
bgColor#f2f2f2

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 History tab and view the details of each published version of the process.

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09. After viewing the desired information, click on Close– located in the upper left corner – to exit the process settings.

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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 security options.

Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located at the top – located at the top, to find the process.

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 Security tab and define some security and permission characteristics for the process.

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Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using the Use the Search field – located – located at the top, to find the process.

04. Click on More actions– located on the right side of the process line.

...

Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using the Use the Search field – located – located at the top, to find the process.

04. Click on More actions– located on the right side of the process line.

...

Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click on More actions– located on the right side of the process line.

...

Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click on More actions– located on the right side of the process line.

...

Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using the Use the Search field – located – located at the top, to find the process.

04. Click on More actions– located on the right side of the process line.

...

Painel
borderColor#f2f2f2
bgColor#f2f2f2

You can locate the process using Use the Search field – located – located at the top, to find the process.

04. Click on More actions– located on the right side of the process line.

...