Histórico da Página
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The available options are:
To view the members of an added group or role, simply click on View participants |
13. After finalizing all desired settings, click on Close.
14. Click on Save – located at the bottom – to save the attachment security configuration made for 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 delete the existing attachment security options.
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Use the Search field |
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 Security tab.
09. Click on Configure attachment security.
10. Locate the person, group, role, or form field that you want to remove from the permissions.
11. Click on Delete
– located on the right side.
12. In the confirmation message, click on Delete again to confirm the removal of the permissions.
13. Click on Close.
14. Click on Save – located at the bottom – to save the changes made to 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 add advanced properties.
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Use the Search field |
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.
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In this tab, you can create specific properties for this process. These , which uses these advanced properties are used to provide data that can be requested during the process events, through the dataset advancedProcessProperties or through coding. |
09. Click on Add property.
10. Enter the requested information for the property.
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Attribute
Value
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11. Click on Save
to save the added property.
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To cancel the inclusion addition of the property, just click on Cancel You can edit the added property by clicking on Edit To remove an added property, just click on Remove |
12. Click on Save Save – located at the bottom – to save the added advanced properties for 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 edit the existing advanced properties.
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Use the Search field |
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.
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09. Locate the property you want to edit.
10. Click on Edit– located on the right side of the property.
11. Change the desired information.
12. Click on Saveto save the changes made to the property.
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To cancel the changes made, simply click on Cancel |
13. Click on Save – located at the bottom – to save the change made to 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 remove existing advanced properties.
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Use the Search field |
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.
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09. Locate the property you want to remove.
10. Click on Remove– located on the right side of the property.
11. Click on Save – located at the bottom – to save the change made to the process.
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01. With the process in edit mode, review the changes you have made that you will be savedsave.
02. Click on Save draft – located on the right side of the top bar.
03. In the displayed message, click on Ok, I understand.
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When saving the draft, you save the latest changes you made to the process that have you did not yet been published are saved publish in the version that is being editedyou are editing, but it is they are still not available for use when opening requests. It is necessary You need to publish the process with the changes you have made for them to be considered able to use them in the next requests that are openedyou open. |
Publish process
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Multimedia name publicar-processo.mp4 width 100% page Plataforma ❙ Editor de processo autostart true space fluig height 5%
01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process you want to publish.
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Use the Search field |
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. In the process diagram, review the changes made that you will be publishedpublish.
08. Click on Publish – located on the right side of the top bar.
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Up The system allows up to two hundred (200) characters are allowed in the description. If it is To the first version, it is interesting to include you should add an overview of the process, with information such as its objective, what it allows to request, its target audience, among others. If it is To a new version, it is interesting to detail what changes were you should detail the changes you've made, as they will be listed in the process history will list them later. |
10. Click on Publish.
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By clicking Click this option , to automatically perform a consistency analysis of the process configurations is automatically performed. If all the necessary required information and configurations are correct, the process is published. Otherwise, the system displays a message is displayed informing notifying about the existing inconsistencies that you need to be adjusted for to adjust in order to publish the process to be published. To return to the process and correct the inconsistencies, just click on Return to process and correct. Once published, the new version of the process containing the latest changes made is released for use. Ongoing requests continue with the configurations of the old version. Only new newly opened requests opened will have the configurations of the new version of the process. After publishing the process is published, in the displayed confirmation message, you can click on Return to editing – to go back to the process and continue editing it – or Start request – to open a request in a new tab. |
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02. In the confirmation message, click on Save draft and go back.
03. Click on Ok, go back to configure processes.
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By clicking on the Save draft and go back option, you save all changes made to the process are saved and the system displays the Configure processes feature is displayed. To go back without saving the changes, simply click on Go back without saving draft. In this case, you discard all changes that you had not yet been saved are discarded. |
| Informações | ||
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This documentation is valid from the Voyager update (2.0) update onwards. If you are using a previous update, it may contain information different from what you see on your platform. |
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