...
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
Title
Name of the first step or activity of the process. The person who opens the request performs this step.
| Painel |
|---|
|
In a Vacation Request process, you could name the Start as Request Vacation.
|
Activity Instructions
Instructions aimed at facilitating the understanding of the person who will open the request – or execute this step again if the request returns to them – such as data that need to be provided to expedite the understanding and resolution of the request. Find the instructions in the Request Information tab.
| Dica |
|---|
| You can add an instructions document that is stored in the Documents resource. To do this, simply use the format [WD:codigodoc] replacing codigodoc with the numeric code of the document. |
Request Password
When activated, it determines that the requester must provide their password when opening the request – or when executing this step again if the request returns to them. If the password is incorrect, the requester can enter it as many times as needed. The request will only be enabled when the password is entered correctly. The history of the request opened records the password confirmation. If you have already enabled the Confirm Password option in the Security tab of process settings, this option will be disabled. | Informações |
|---|
| Steps configured to request a password cannot be automated by Web services. |
Transfer Responsibility
When activated, it determines that it is possible allows you to transfer responsibility to another person if the request returns to this step |
03. Click on Attachment Settings – located at the bottom – to define set the rules for the required attachments in the initial stage of the process, ; that is, the opening of the request.
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
The rules for attachments are not mandatoryrequired. When not defined, it is allowed to set, you can leave the stage without attachments or to add any type and any number of attachments, as no validation is performed. | Dica |
|---|
| Click here to understand how attachment rules work before configuring them. |
|
...
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
Prohibit attachments
When activated, it determines that no files are allowed to be attached in this stage |
05. If the stage will allow allows attachments, click on 
Add attachment rule in to the activity to define set the rule.
06. In General rule, choose how the attachment should be, selecting a condition and informing entering a quantity, if the condition allows.
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
The available conditions are: - equal to;
- greater than;
- greater than or equal to;
- less than;
- less than or equal to;
- any.
| Estado |
|---|
| |
|---|
| subtle | true |
|---|
| title | CLICK HERE AND SEE SOME EXAMPLES |
|---|
|
| Cloak |
|---|
| | #ebecf0 → The attachment must be greater than or equal to 2. This means that it is mandatory you are required to attach at least two attachments – though you can add more – in this stage. → The attachment must be less than 4. This means that it is you are allowed to add up to three attachments in this stage or leave it without an attachment. → The attachment must be any. This means that it is allowed to you can add any type and quantity of attachment in this stage or leave it without an attachment. Tip!See Click here to see more examples of using how to use the general rules by clicking here. |
|
07. If desired, click on Add specific rule to determine some required characteristics for the attachment.
...
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
The available conditions are: - the extension;
- the file name;
- the name and the extension;
- advanced condition: when selected, it is necessary you need to create the rule from an expression that uses the characters * (asterisk), | (pipe), and ! (exclamation). More Refer to step 11 for more details about this option can be obtained in step 11.
|
09. Now, choose the condition that this feature needs to meet.
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
The available conditions are: - equal to;
- different from;
- containing.
If the selected condition is containing, it is you can still possible to choose: |
...
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
| Estado |
|---|
| |
|---|
| subtle | true |
|---|
| title | CLICK HERE TO SEE SOME EXAMPLES |
|---|
|
| Cloak |
|---|
| | #ebecf0 → The attachment must be any with the extension equal to .zip. This means that it is mandatory you are required to add any attachment that has the .zip extension. → The attachment must be greater than or equal to 0 with the extension equal to .log. This means that it is allowed to you can add one or more attachments with the .log extension or leave the step without attachments. → The attachment must be equal to 1 with the name and extension containing the term boleto at the beginning and the term .pdf at the end. This means that it is mandatory you are required to add an attachment that has the term boleto at the beginning of its name and that is a PDF document. Tip!See Click here to see more examples of using how to use the specific rules by clicking here. |
To remove the selected conditions for the specific rule, click on Remove  – located at the end of the rule composition. |
11. If the option selected option for the specific rule is advanced condition, it is possible to define you can set the rule using an expression that can contain the characters * (asterisk), | (pipe), and ! (exclamation). | Âncora |
|---|
| condição-avançada-11 |
|---|
| condição-avançada-11 |
|---|
|
| Painel |
|---|
| borderColor | #f2f2f2 |
|---|
| bgColor | #f2f2f2 |
|---|
|
- * (asterisk): allows for any characters before or after it.
- | (pipe): means "or" and allows defining multiple patterns.
- ! (exclamation): means "different from" or "prohibited" and allows blocking a pattern.
| Estado |
|---|
| |
|---|
| subtle | true |
|---|
| title | CLICK HERE TO SEE SOME EXAMPLES |
|---|
|
| Cloak |
|---|
| | #ebecf0 → The attachment must be any with advanced condition !*.zip. It is mandatory to add any type of attachment with an extension different from .zip. The .zip extension is prohibited. → The attachment must be greater than or equal to 2 with advanced condition .pdf|.jpg. It is mandatory to add at least 2 attachments that have one of the allowed extensions: .pdf or .jpg. → The attachment must be equal to 1 with advanced condition fatura.pdf. It is mandatory to add an attachment that contains the term fatura in the name and has the .pdf extension. |
| Dica |
|---|
| See more details and more examples of using advanced rules byclicking hereClick here to see more examples of how to use the specific rules. |
To remove the conditions defined for the advanced rule, click on Remove – located at the end of the rule composition. |
...