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The Start component is the initial step of a process and indicates where the flow begins. When opening a process request, this is the first step that you will be executedexecute.
The definition of You can define who can open process requests is made through the assignment mechanism of the component. Those who have permission can open process requests from the Start requests feature.
In this component, it is you can also possible to configure some general characteristics, define attachment rules, deadlines for completion, among other features.
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02. On the right side, where the component settings are displayed, click on
Usage Utilization Guide – located at the bottom.
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When there are Click Back to review previous features, it is possible to click Back to review themif any. |
05. Upon finishing completing the guided tour, click Finish.
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If desired, it is possible to you want, you can click Back to review the previous features before finishingyou are done. |
Configure Start Component
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01. In the process diagram, click on the Start component
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The Find the available settings are displayed on the right side. |
02. In the General tab, define the general information for the component that represents the first step of the process, ; that is, the opening of the request.
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Title Name of the first step or activity of the process. It is the step that will be performed by the The person who will open opens the request performs this step.
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| | Estado |
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| subtle | true |
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| title | EXAMPLE OF USE |
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In a Vacation Request process, you could name the Start could be named as Request Vacation.
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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 it them – such as data that needs need to be provided to expedite the understanding and resolution of the request. The Find the instructions are displayed in the Request Information tab.
| Dica |
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| It is possible to include a document of instructions You can add an instructions document that is stored in the Documents resource. To do this, simply use the format [WD:doccodecodigodoc] replacing doccode with codigodoc with the numeric code of the document. |
Request Password When activated, it determines that the requester needs to must provide their password when opening the request – or when executing this step again if the request returns to itthem. If the password is incorrect, the requester is allowed to can enter it as many times as necessaryneeded. The request will only be effectively opened enabled when the password is entered correctly. The password confirmation is recorded in the history of the request that was opened records the password confirmation. If you have already enabled the Confirm Password option in the Security tab of the process settings is already activated, this option will be disabled. | Informações |
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| 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.
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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 |
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| Click here to understand how attachment rules work before configuring them. |
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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.
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The available conditions are: - equal to;
- greater than;
- greater than or equal to;
- less than;
- less than or equal to;
- any.
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| |
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| subtle | true |
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| title | CLICK HERE AND SEE SOME EXAMPLES |
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| | #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. |
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07. If desired, click on Add specific rule to determine some required characteristics for the attachment.
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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.
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09. Now, choose the condition that this feature needs to meet.
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The available conditions are: - equal to;
- different from;
- containing.
If the selected condition is containing, it is you can still possible to choose: |
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| subtle | true |
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| title | CLICK HERE TO SEE SOME EXAMPLES |
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| | #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 |
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| condição-avançada-11 |
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| condição-avançada-11 |
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- * (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.
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| subtle | true |
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| title | CLICK HERE TO SEE SOME EXAMPLES |
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| | #ebecf0 → The attachment must be any with advanced condition !*.zip. It is mandatory You are required 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 You are required 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 You are required to add an attachment that contains the term fatura in the name and has the .pdf extension. |
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| See more details and Click here to see more examples of using advanced rules byclicking herehow 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. |
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| subtle | true |
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| title | CLICK HERE TO SEE SOME EXAMPLES |
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| | #ebecf0 → If the rule is: The attachment must be greater than or equal to 1. The message can be: You need to attach at least 1 file of any type. If you wish, you can attach more than 1. → If the rule is: The attachment must be equal to 2. The message can be: You need to attach 2 files of any type. Adding . You cannot add more than 2 is not allowed. → If the rule is: The attachment must be greater than or equal to 3 with the extension equal to .pdf. The message can be: You need to attach at least 3 documents of the PDF type. If you wish, you can attach more than 3. |
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13. Click on Save.
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When saved, the rule will be is displayed in Created Rules. The rules are displayed in order of creation, from the most recent to the oldest. It is possible to You can edit or remove the created rules by clicking on Actions – located on the right side of the rule – and then on Edit or Delete. When editing or deleting a rule, the display order is does not changedchange, meaning they continue to be displayed in order of creation, from the most recent to the oldest. To add more rules, click on Add attachment rule in to the activity. |
14. Once you have completed the configuration of all desired rules, click on Close
– located in the upper right corner.
15. Click on the Assignment tab and define who can open requests for the process, ; that is, who can execute the initial step.
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Assignment typeType of assignment How the definition of to define who can open requests for this process should be made, ; that is, who can execute the initial step of the process. The available options are: - Anyone: when selected, it determines that anyone can open requests for this process.
- Specific group: when selected, it determines that only people from a specific group can open requests for this process.
- Specific role: when selected, it determines that only people who hold a specific role can open requests for this process.
Specific group Specific group Specific group of people who can submit requests for this process. This field is only displayed when selecting you select the Specific group option in Assignment type. To see the people who are part of the selected group, simply click on View , and to remove the selected group, just click on Remove – both located on the right side of the group name.
Specific role Specific role held by the people who can submit requests for this process. This field is only displayed when selecting you select the Specific role option in Assignment type. To see the people who hold the selected role, simply click on View , and to remove the selected role, just click on Remove – both located on the right side of the role name. Specific person Specific person who can submit requests for this process. This field is only displayed when selecting you select the Specific person option in Assignment type. To remove the selected person, simply click on Remove – located on the right side of the person's name. |
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The available options are: - Notify person responsible: when checked, it determines that a notification about the start of the request will be sent to the person responsible for this stage, who, in this case, is the requester themselves or the person to whom the responsibility has been transferred, if the request has returned to this stage.
- Notify manager: when checked, it determines that a notification about the start of the request will be sent to the process manager.
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| Regardless of the checked options, the notification is not sent to the person who performed the action. | Painel |
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| A person moves the request to a stage where they themselves are responsible. Even if the Notify responsible option is checked, they will do not receive the notification, since the action was performed by themselves.
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| The process manager moves the request (as responsible or manager) to a stage where the Notify manager option is checked. In this case, they will do not receive the notification; only the other process managers will receive it.
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The same applies to all types of notifications, including that of a substitute. | Painel |
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| If person A is the substitute for person B and moves the request to a stage where person B is responsible, person A (substitute) will is not be notified. Only person B and other substitutes for them will be are notified.
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| Informações |
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| Notifications can be sent in the Notification center or via email, depending on how the sending options were are configured in the personal profile, as well as which options are available for use in the company, which may have been configured globally – for all companies – or by company. |
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17. Click on the Deadline tab and define the information related to the completion of the initial stage of the process.
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| title | Working Hours |
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hours Working hours that will to be considered in the execution of this stage. The working hours are used in the calculations of the final deadline and delay of the stage. The working hours that exist in the Working hours resource are displayed for selection. Deadline by time Time, in hours, within which this stage needs to be completed. These hours, along with the selected working hours, are also considered to determine the final deadline for the completion of the stage. This time starts to be counted from the moment the request reaches this stage. | Painel |
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| | Estado |
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| subtle | true |
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| title | CALCULATION EXAMPLE |
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→ The selected working hours are configured as: Monday to Friday from 8:00 AM to 6:00 PM.
→ The time for completion of the stage is 1 hour. → The request reached this stage at 5:30 PM on a Tuesday. → Therefore, the final deadline for completion of the stage will be Wednesday at 8:30 AM. After 8:30 AM, the stage will be considered delayed. |
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18. Click on Save draft – located on the right side of the top bar – to save the settings made in the Start component.
19. In the displayed message, click on Ok, I understand.
Configuring rules for attachments
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01. In the process diagram, click on the Start component
for which you want to configure the rules for the attachments of the requests.
02. In the General tab, click on Attachment settings – located at the bottom – to define the rules for the necessary attachments in the initial stage of the process, ; that is, the opening of the request.
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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 |
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| Click here to understand how attachment rules work before configuring them. |
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Prohibit attachments When activated, it determines that no files are allowed to be attached the user is not allowed attach files in this step. |
04. If the step will allow attachments, click on
Add attachment rule in the activity to define the rule.
05. In General rule, choose how the attachment should be by selecting a condition and specifying a quantity, if the condition allows.
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The available conditions are: - equal to;
- greater than;
- greater than or equal to;
- less than;
- less than or equal to;
- any.
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| |
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| subtle | true |
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| title | CLICK HERE AND SEE SOME EXAMPLES |
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| | #ebecf0 → The attachment must be greater than or equal to 2. This means that it is mandatory to attach you are required to attach at least two attachments – you can add more – in this stage. → The attachment must be less than 4. This means that it is allowed to you can 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 general rules by clicking herehow to use the specific rules. |
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06. If desired, click on Add specific rule to determine some required characteristics for the attachment.
07. Choose the characteristic of the attachment to compose the specific rule.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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 Find more details about this option can be obtained in step 10.
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08. Now, choose the condition that this characteristic needs to meet.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available conditions are: - equal to;
- different from;
- containing.
If the selected condition is containing, it is you can still possible to choose: |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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| Estado |
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| |
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| subtle | true |
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| title | CLICK HERE AND SEE SOME EXAMPLES |
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| Cloak |
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| | #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. |
10. If the option selected option for the specific rule is advanced condition, it is possible to you can define the rule using an expression that can contain the characters * (asterisk), | (pipe), and ! (exclamation). | Âncora |
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| condição-avançada-10 |
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| condição-avançada-10 |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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- * (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 |
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| |
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| subtle | true |
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| title | CLICK HERE TO SEE SOME EXAMPLES |
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| Cloak |
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| | #ebecf0 → The attachment must be any with advanced condition !*.zip. It is mandatory You are required 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 You are required 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 You are required to add an attachment that contains the term fatura in the name and has the .pdf extension. |
| Dica |
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| See more details and more examples of using advanced rules byclicking hereClickhere to see more examples of how to use the advanced rules. |
To remove the conditions defined for the advanced rule, click on Remove – located at the end of the rule composition. |
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| bgColor | #f2f2f2 |
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| Estado |
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| |
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| subtle | true |
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| title | CLICK HERE TO SEE SOME EXAMPLES |
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| Cloak |
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| | #ebecf0 → If the rule is: The attachment must be greater than or equal to 1. The message can be: You need to attach at least 1 file of any type. If you wish, you can attach more than 1. → If the rule is: The attachment must be equal to 2. The message can be: You need to attach 2 files of any type. Adding more than 2 is not allowed. → If the rule is: The attachment must be greater than or equal to 3 with the extension equal to .pdf. The message can be: You need to attach at least 3 documents of the PDF type. If you wish, you can attach more than 3. |
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12. Click on Save.
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| bgColor | #f2f2f2 |
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When saved, the rule will be displayed in Created Rules. The rules are displayed in order of creation, from the most recent to the oldest. It is possible to You can edit or remove the created rules by clicking on Actions – located on the right side of the rule – and then on Edit or Delete. When editing Editing or deleting a rule , does not change the display order is not changed, meaning they continue to be displayed in order of creation, from the most recent to the oldest. To add more rules, click on Add attachment rule in to the activity. |
13. Once you have completed the configuration of all desired rules, click on Close
– located in the upper right corner.
14. Click on Save draft – located on the right side of the top bar – to save the changes made to the Start component.
15. In the displayed message, click on Ok, I understand.
Edit attachment rule
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01. In the process diagram, click on the Start component
for which you want to edit the rules for the attachments of the requests.
02. In the General tab, click on Attachment settings – located at the bottom.
03. In Created Rules, locate the rule you want to edit and click on Actions
– located on the right side of the rule.
04. Click on Edit.
05. Modify Change the conditions of the rule as desired.
06. Click on Save edit.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The editing of a rule does not change the their display order of them, meaning they continue to be displayed in the order of creation, from the most recent to the oldest. |
07. When you finish editing all the desired rules, click on Close
– located in the upper right corner.
08. Click on Save draft – located on the right side of the top bar – to save the changes made to the Start component.
09. In the displayed message, click on Ok, I understand.
Delete rule for attachments
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01. In the process diagram, click on the Start component
from which you want to delete the rules for the attachments of the requests.
02. In the General tab, click on Attachment settings – located at the bottom.
03. In Created rules, locate the rule you want to delete and click on Actions
– located on the right side of the rule.
04. Click on Delete.
05. In the confirmation message displayed, click on Delete rule.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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It is not possible to You cannot restore a rule that has been deleted. The deletion of a rule does not change the display order of the others, meaning they continue to be displayed in the order of creation, from the most recent to the oldest. |
06. When you finish deleting all the desired rules, click on Close
– located in the upper right corner.
07. Click on Save draft – located on the right side of the top bar – to save the changes made to the Start component.
08. In the displayed message, click on Ok, I understand.
| Informações |
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This documentation is valid from the 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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