Árvore de páginas

Versões comparadas

Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

...

Index

...

Índice

 

01. Select configure processes from the main menu.

Expandir
titleLearn more

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

 

Alternative Paths

 

Add process

 

01. Press Add.

02. Insert the code that represents the process in question.

03. Enter a description to identify the process in question.

04. Press Save.

Expandir
titleLearn more

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. 

 

Edit process

 

01. Select the process you want to edit.

Expandir
titleLearn more

You can only edit a process that is in edit mode. 

02. Press Edit.

03. In the process, setup screen trigger Properties in the side menu.

 

Define general information

 

01. Press the tab General.

02. In the Instructions field insert statements that help the understanding of the process that is being registered.

Expandir
titleLearn more

When preparing the instructions of an activity or a process, it is common to need to seek information from other files or websites. The platform’s concept is based on hyperlinks, which allows you to include access to both platform documents and Internet addresses via external documents and avoids replication of information, which makes browsing easier. To do this, you must add the tag [WD:999999], where 999999 must be replaced by the code of the document on platform. 

03. Indicate whether the process is active or not.

Expandir
titleLearn more

When checked, it determines that the current status of the process in relation to platform is active. If the "active" field is selected, the last released version of the process will be available for initialization in "Start" requests, otherwise the process will not work during this session. 

04. Indicate whether the process will be Public or not.

Expandir
titleLearn more

When the field Public is checked, it determines that any platform user can query the requests of that process. Otherwise, only users who participated in the process or users with the status of "Administrator" can perform queries on this process requests.

05. In the , Categoryfield, enter ID of the category to be linked to the process in question.

Expandir
titleLearn more

The category field is optional and serves to group processes into categories. Thus in "Start requests", the processes are grouped into folders and subfolders that represent their categories and subcategories, making it easy for users to locate them.

06. In Complement requests? define whether or not it will be possible to include add-ons in the form of comments or attachments in requests from this process.

...

titleLearn more

...

outlinetrue
exclude.*ndex
stylenone


Speaking of Configuring processes...

Process is the continuing sequence of events or transactions which have a certain unit or that reproduce with some regularity. That way, we can understand the processes must represent existing work routines in companies. A process always has the aim to achieve some result (objective) and for that result to be achieved must be performed tasks (activities). These activities must have a logical sequence of execution (WorkStream). The prior analysis, drafting and mapping of this information is important and necessary for the registration of the process on platform.

To better organize the presentation of the processes available for use, it is possible to determine for each process a category. In this way, the processes related to the same category are presented in grouped.

In order for a process to be used in the application platform for mobile devices, it is necessary to check the Mobile Process Version tab of properties of the process, since, by default, this option is not ticked.

When a process is configured to allow add-ons, a user can add comments or attachments in an open request, whether they are responsible or not for the current task, in order to avoid communication by other means that will not be recorded in the history of the process.



Configuring processes

...

0701. If the use of add-ons is enabled, click Configure to define who can complement requests.

08. On the General tab, define which users may include add-ons to open requests.

Expandir
titleLearn more

The available options are:

  • Requester, responsible for activity and manager;
  • All participants in the process and manager;
  • All users (only when the process is public): this option is only enabled when the process is public.

09. Click the Monitoring tab and define who should receive notifications when an add-on is added to the request.

Expandir
titleLearn more

The available options are:

  • Notifies person responsible;
  • Notifies requester;
  • Notifies manager.

10. In the field , Volume, select the physical Volume.

Expandir
titleLearn more

This volume is related to the volumes registered on platform and only the Default and workflow attachment volumes are available for selection. In this physical volume will be stored the files, as attachments, added to process requests in question.

11. Select one of the options available the assignment mechanism for process Manager.

Expandir
titleLearn more

It will only display the types of allocation mechanism that can be used to define the process manager.

The process manager has the power to represent any one of the other users involved in the stream. When the process manager to perform any type of move, on behalf of another user, a newsletter on the subject is added to the process drives history. Manager of process can also receive notifications of activity monitoring. The process manager is defined based on the assignment mechanism chosen in the Manager field, this mechanism must be configured using the Configure link. For more details, check the item assignment mechanisms.

12. Select the mail room.

Expandir
titleLearn more

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.

 

Define form

 

01. Access the aba Form.

02. Select the form that will be part of the process and define the other requested information.

Expandir
titleLearn more

The forms are used so that users can during the course of the process, information requests or query data from a simple and structured way.

03. Select when needed, the form fields that will be used as a filter.

Expandir
titleLearn more

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

 

Define version

 

01. Access the tab Version.

02. Enter the requested information;

Expandir
titleLearn more

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.

 

Configure attachment security

 

01. Access the tab Attachment security.

02. Select the option to controlSecurity.

Expandir
titleLearn more

When the field "Security control" is selected, determines who should be considered the security settings for attachments to the process in question. When the field "do not control security" is selected, determines that there is no need to control the security of the documents supporting the process in question.

03. Select, among the presented mechanisms, which should be considered for the security setting in question.

Expandir
titleLearn more

For more details, check the item assignment mechanisms.

04. Trigger Include.

05. Select the mechanism in the listing.

Expandir
titleLearn more

To select the assignment mechanism in listing just click on the same line.

06. Click Edit Mechanism and perform the configuration.

Expandir
titleLearn more

For more details on how to configure the assignment mechanism, check the item Assignment Mechanisms.

07. Mark the actions allowed for each record added.

Expandir
titleLearn more

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.

 

Define mobile usage

 

01. In the process configuration main window, select the process for which the usage in the platform mobile application will be defined.

02. In the column Mobile Process, define whether the process can be used in the platform mobile application.

Expandir
titleLearn more

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.

Edit Advanced

 

01. Access the tab Advanced.

Expandir
titleLearn more

You can also edit an advanced property triggering the button Edit or remove an advanced property triggering the Remove button.

02. Enter the name and value of the Advanced property of the process.

Expandir
titleLearn more

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

03. Press Confirm.

 

CAP - Process Analysis Center

 

01. Access the tab CAP.

02. Select the frequency.

Expandir
titleLearn more

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.

 

End Editing

 

01. Press Confirm.

Expandir
titleLearn more

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

02. Press Save on the screen of configuration processes.

Expandir
titleLearn more

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

 

Create process new version

 

01. Select the process that you want to create a new version.

02. Press Edit.

03. In the configuration screen of processes, engage new version.

Expandir
titleLearn more

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.

04. Press Close.

 

Release process version

 

01. Select the process you want to release your version.

02. Press Edit.

03. In the process, Setup screen press Release Version.

Expandir
titleLearn more

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.

04. Press Close.

 

Delete process

 

01. Select the process you want to delete.

From the main menu, click Processes.

02. Click Processes.

03. View all processes existing in the company.



Add process

...

01. Click on Add.

02. Enter the code that represents the process in question.

03. Enter the description to identify the process in question.

04. Click Save (to save the first version of the process and configure it later) or Save and edit (to start Process settings).

Painel

When you click Save and edit, it displays a window where you can configure all the settings available for a process. For more information, see Process settings.



Edit process

...

01. Select the process you want to edit.

Painel

You can only edit a process that is in edit mode.

02. Click Edit.

Painel

When you click that option, it displays a window where you can edit all the settings available for a process. For more information, see Process settings.



Release process version

...

01. Select the process for which you want to release the version that is in edit mode.

02. Click Edit.

03. In the process settings window, click Release version

Painel

If the process is not in edit mode, that button is displayed as New version.

When you click Release version, the platform automatically performs the process information consistency analysis. If all necessary information is correct and properly recorded, the process is released for use. If not, a message is displayed informing the inconsistency found.

When you release the process version, the name of that button changes to New version and, when clicked, it allows you to create a new version of the process in edit mode. To release the new version, click Release version again.

04. Click on Close.



Create process new version

...

01. Select the process that has its last released version for which to create a new version.

02. Click Edit.

03. In the process settings window, click New version.

Painel

If the selected process is in edit mode, that button is displayed as Release version. In that case, to create a new version, release the current version first.

04. Click on Close.



Delete process

...

01. Select the process to be deleted.

Learn more
Painel
Expandir
title

You can only delete a process when there are no open requests.

02. Press  Click Delete.

Painel

Deletion occurs in different ways

Expandir
titleLearn more

Delete routine has differentiated treatments depending on the status and version of the process:   • When

  • when the process is in its first version and is still
in the
  • under editing
process
  • , it is deleted from
platform.
   • When
  • TOTVS Fluig;
  • when the process is in the first version and it is released, the process version
of the process
  • is reopened for
editing
  • edition,
since
  • as long as no request has been
initiated
  • started using
this
  • that version.
   • When
  • when the process already
owns
  • has more than one version and the current version is
in
  • under editing,
this
  • that version is deleted, making the previous version available
for use
  • to be used (released).

   • When when the process already owns has more than one version and the current version is released, this that process version of the process is reopened for editingedition, since as long as no request has been initiated started using this that version.

03. Press OK Click Ok to confirm the deletion of the process based on the criteria to be applied to it.



Export process

...

...

01. Select the process to be exported in the process settings window.

02. Click Export.

Painel

When you click this option, it

Expandir
titleLearn more

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

 

 

Speaking of Configuring processes...

Process is the continuing sequence of events or transactions which have a certain unit or that reproduce with some regularity.

That way, we can understand the processes must represent existing work routines in companies.

A process always has the aim to achieve some result (objective) and for that result to be achieved must be performed tasks (activities). These activities must have a logical sequence of execution (WorkStream). The prior analysis, drafting and mapping of this information is important and necessary for the registration of the process on platform.

To better organize the presentation of the processes available for use, it is possible to determine for each process a category. In this way, the processes related to the same category are presented in grouped.

In order for a process to be used in the application platform for mobile devices, it is necessary to check the Mobile Process Version tab of properties of the process, since, by default, this option is not ticked.

When a process is configured to allow add-ons, a user can add comments or attachments in an open request, whether they are responsible or not for the current task, in order to avoid communication by other means that will not be recorded in the history of the process.

You can also find this option in the lower right corner of the displayed configuration window when adding or editing a process.



Define process mobile usage

...

01. In the process configuration main window, select the process for which the usage in the Fluig Mobile application will be defined.

02. In the Mobile column, define whether the process can be used in the Fluig Mobile application.

Painel

Available options are:

  • Yes: when it is checked, the process can be performed in the Fluig Mobile application.
  • No: when it is selected, it is not possible to use the process in the Fluig Mobile application.



Informações
titleAttention!

This documentation is valid from update 1.5.11 on. If you use an earlier version, it may contain information different from what you see in your platform.

...