The shortcut to configure processes is available from the main menu, through the processes icon.

When save is clicked, the first version of the process will be created on platform and it is necessary to perform its editing. It is possible to activate save and edit, which opens the editing screen processes after the same have been created. 

Working hours refer to the Working hours registered on platform. The file is used for the calculation of time limits and delays the process activities. For example, if the file was configured as being informed of Monday through Friday of 08:00 at 06:00 pm and there is an activity with a duration of 1:0 that was created at 5:30 pm of Tuesday, their completion will be Wednesday at 8:30 in due Time. The file selected will be used for all activities of the process in question, except the activities that have business hours configured.

Information on the creation and setting of form fields can be obtained in Settings of forms in processes.

The requested information is:
Version
Current version of the process.
Description
Description for current version of the process.
Updates annex
When checked, it determines that all the attachments of the request that are versioned on platform will be automatically updated to the latest version. Otherwise, the attachment remains with the version in which it was included.
Confirms password
When checked, determines that all activities of the process that are performed by users will request confirmation of the user's password. The password confirmation feature aims to reaffirm the presence of particular user in performing an activity of the process.

The available options are:

• Publish Annexes: If checked, allows users to publish a new annex on request.
• View attachments other users: If checked, allows users to view the attached documents by other users.
• Edit own attachments: If checked, allows user to edit attachments which included.
• Edit attachments other users: If checked, allows user to edit any attachments included in the request.
• Remove attachments Themselves: If checked, allows the user to remove the attachments included.
• Remove Attachments Other Users: If checked, allows the user to remove any attachments included in the request.

The available options are:

• Yes: when checked, it specifies that the process can be executed in the platform mobile application.
• No: when selected, it is not possible to use the process in the platform mobile application.

The advanced properties are used to provide data that can be used during the events of the process.

Frequency is used to determine the way platform will generate the summary database (database with information about deadlines, effort, costs and volume for the process, its activities and its flows).
The available options are:
   • Never: determines that there will be held the summary generation for the process in question;
   • Daily: determines that the generation will be daily;
   • Weekly: determines that the generation will be weekly, and it is necessary to select the day of the week to be considered as the basis for generation of summary;
   • Monthly: determines that the generation will be monthly and must inform the day of the month to be considered as the basis for generation of summary;
   • Annual: determines that the update will be annual, being necessary to inform the day and month to be considered as the basis for generation of summary.

After making any changes in the desired tabs, press Confirm.

To view the help of how to configure the activities and process flows in the graphics editor in the process configuration screen, click here.

If the selected process is in edit mode this button is called the Release version. Before you can create a new version, you must first release the current version. For more details check Release process version.

When the Release Version button is clicked, the platform automatically performs the process information consistency analysis. If all of the necessary information are properly recorded and correct, the process is released for use, otherwise it will be displayed a message stating the problem found.

If the selected process is editing this button is called the new version. The fire will create a new version of the process in editing mode. After fires the button new version, must be carried out the necessary changes and triggered the Release Version button again to release the new version created.

Delete routine has differentiated treatments depending on the status and version of the process:
   • When the process is in its first version and is still in the editing process, it is deleted from platform.
   • When the process is in the first version is released, the version of the process is reopened for editing, since no request has been initiated using this version.
   • When the process already owns more than one version and the current version is in editing, this version is deleted, making the previous version available for use (released).
   • When the process already owns more than one version and the current version is released, this version of the process is reopened for editing, since no request has been initiated using this version.

This option creates a .zip file containing the process, its subprocesses (and subprocesses of subprocesses), forms linked to related processes, and datasets linked to related forms. This compressed file can then be imported into Studio.