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Speaking of the templates widget...
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This widget aims to provide users with available process templates or allow the creation of blank processes. The main objective is to implement a new experience that accelerates the construction of processes on the Fluig platform, using ready-made models or quick access to create a process from scratch, aiming to improve operational efficiency and user experience.
Add Widget
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01. Access the Edit Page option, located in the top menu.
02. In the widget sidebar, access the All menu and then BPM.
03. Locate the Templates widget.
04. Drag and drop the widget to the desired layout.
05. Click Publish so
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you can view the widget
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.
Enable on Mobile App
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01. After including the widget, define whether to present it
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on mobile devices.
02. Click Enable on
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mobile App
.
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When activated, it enables/disables the display of the widget in the mobile app. This icon is located in the upper right corner of the widget, next to Edit Permission. |
03. Click Save.
Edit Widget Permission
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01. After
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adding the widget, click Edit Permission, located in the upper right corner of the widget, next to Enable on
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the mobile app.
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When you activate this option is activated, the system displays the Widget Permissions screen is displayed, where you can define access criteria can be defined. More Find more information can be found in Widget Permissions. |
02. Click Save.
Remove Widget
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01. Access the widget and click the Remove Widget option.
02. Click Remove.
Process Templates
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Create Process
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01. Click
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Create Process to create a blank process.
02. On the screen, enter the requested information.
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Process Code Description |
03. Click Create and you will be automatically directed to the process designer.
Ticket Opening
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The ticket opening process is essential to ensure that all support or service requests are registered, analyzed, and resolved efficiently.
01. Click on the Ticket Opening template.
02. Define an icon and enter a code for the new process.
03. Click the Use Template button to
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go directly to the process designer.
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This process enables:
It is ready for use and is free. |
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Activities of this template:
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Purchase Request
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The purchase request process is essential to
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ensuring that you carry out all acquisitions of products and services
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in an organized, efficient manner and in accordance with the company's financial guidelines.
01. Click on the Purchase Request template.
02. Define an icon and enter a code for the new process.
03. Click the Use Template button to be automatically directed to the process designer.
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This process enables:
It is ready for use and is free. |
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Activities of this template:
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Vacation Request
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The vacation request process aims to ensure that the
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company grants rest periods to employees
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in an organized manner, complying with legal deadlines and ensuring transparency in management.
01. Click on the Vacation Request template.
02. Define an icon and enter a code for the new process.
03. Click the Use Template button to
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automatically
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go to the process designer.
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This process enables:
It is ready for use and is free. |
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Activities of this template:
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Payment Request
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The payment request process aims to ensure organization and transparency in financial transactions. Below are detailed activities of the payment request and approval process, aimed at facilitating control, increasing efficiency, and ensuring compliance with internal policies.
01. Click on the Payment Request template.
02. Define an icon and enter a code for the new process.
03. Click the Use Template button to
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automatically
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go to the process designer.
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This process enables:
It is ready for use and is free. |
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