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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 details about the options available for the diagram can be found inProcess diagram. |
View process scripts
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| name | ver-scripts-do-processo.mp4 |
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| width | 100% |
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| page | Plataforma ❙ Editor de processo |
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| autostart | true |
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| space | fluig |
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| height | 5% |
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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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When you click this option, the Form Editor is displayed, where 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, 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, this option is displayed as Edit process form  and will be locked, 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 to first unlink the current one in the Form tab of the process settings. 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 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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This option is only displayed when there is already a form created by the Form Editor linked to the process. When clicked, the Form Editor is displayed, where you can edit the form, its fields, and the rules for each field. When the process does not yet have a linked form, 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, this option is displayed as Edit process form and will be locked, 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 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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Forms are used so that those involved in the process can, during the progress of the requests, provide or consult data in a simple and structured way. Existing forms are displayed from the Documents resource or the Form Editor. They are identified as: - ECM Form: these are forms that already exist and were created from the Documents resource. They can be linked and used in the process normally; however, they cannot be opened and edited 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 it.
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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 to the process. It is 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 existing form should be selected in this field so that a new one can be created from this option in the future. |
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11. In Field Selection, check the form fields that will be used as filters in the Task Center and in the searches for requests.
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When unlinking a form from the process, all configurations related to the form fields, such as assignment mechanism, attachment security, and filters for the Task Center are lost. After unlinking the form, you can: - select another existing form to be linked to the process, which can be a form created from the Documents – feature – and that is not compatible with the Form Editor – or a form that was created in the Form Editor and can also be edited by it later;
- create a new form using the Form Editor by clicking on Create new – displayed in place of Unlink. When saving the created form, it is automatically linked to the process and can be edited later by the Form Editor. After the form is created, the Create new option will revert 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 existing form should be selected. |
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