| Informações |
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| title | Consult the correct documentation: |
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This documentation refers to the new process editor of the platform. If you are using the current process editor, access Process Configuration. |
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Speaking of process editor...
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The system displays the process editor is displayed when creating you create and editing edit a process. In it, you can You can use the editor to define all the available settings for a process, such as its general characteristics, model its diagram by configuring all its components – activities and flows, relate associate an existing form to the process, save the changes made, and publish the process, making it available in the Start requests feature so that requests can be opened.for opening requests.
On the left side of the top bar, you can find the The version in which the process is located and its status – are found - whether it is published or not – are displayed on the left side of the top bar, - next to its name name 
. The possible statuses for a process are:
- Draft: the displayed version is being edited, which can be the first version – the process has never been published – or the last version being edited – when there some previous versions are already published previous versions;
- Published: the displayed version is published, which can be the first version – the process has been published only once – or the last version that was published – when there some previous versions are already published previous versions. When the process has been published at least once, it can be:
- Published - Active: the displayed version is published and there some requests are open requests;
- Published - Inactive: the displayed version is published and there no requests are no open requests.
In the general settings, it is possible to you can define a category and a subcategory for each process. Thus, the system displays the processes that belong to the same category and/or subcategory are displayed grouped in the Start requests feature, improving the visibility of the processes available for use and facilitating the opening of requests.
It is You can also possible to configure the process to allow adding supplements – comments and attachments. This means that a person can add comments or attachments to an open request even if they are not responsible for the stage in which the request is located. This way, communication remains centralized and recorded in the request's history, thus preventing any information from being lost or not being recorded.
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For To use a process to be used in the mobile application, it is necessary you need to activate the Available for mobile option in the Security tab of your general settings. By default, this option is disabled. |
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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 view the diagram.
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You can locate the process using the Use the Search field – located – located at the top, to find the process. |
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. In the 
Diagram tab, view the complete process diagram.
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In the process diagram, you can see the complete flow that the request can follow, as well as the settings for each component. More You can find more details about the options available for the diagram can be found inProcess diagram. |
View process scripts
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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 view the existing scripts.
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You can locate the process using the Use the Search field – located – located at the top, to find the process. |
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 the 
Script tab.
08. On the left side, see all the scripts that have been added to the process.
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More You can find more details about the available options for scripts can be found in Process scripts. |
Create form for the process
| Âncora |
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| criar-formulário |
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| criar-formulário |
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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 create a form.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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 Create process form 
– located on the right side of the top bar.
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When you click Click this option , to display the Form Editor is displayed, where in which you can create the form, configure all its fields, and the rules for each field. When the process already has a linked form that was created by the Form Editor has created, the system displays this option is displayed as Edit process form . | Nota |
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| When the process already has a linked form that was created from the Documents feature, the system displays this option is displayed as Edit process form  and will be lockedlocks it, making it impossible to open it, as these forms are not compatible with the Form Editor. In this case, to create a new form, it is necessary you need to first unlink the current one in the Form tab of the process settings. | Dica |
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| Click here to learn how to unlink the form. |
After unlinking the form, the Edit process formImage Added option Image Removed changes to Create process form . By clicking on it, you can create a new form from the Form Editor and, later, you will also be able to edit it. Additionally, after unlinking the form in the Form tab of the process settings, you can also select another existing form or click on Create new – which was previously the Unlink option – to create the form in the Form Editor. |
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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 form.
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You can locate the process using Use the Search field – located at the top – located at the top, to find the process. |
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 Edit process form – located on the right side of the top bar.
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This option is only displayed when there is already a form created by the Form Editor The system only displays this option when the Form Editor has already created a form that is linked to the process. When clicked, Click to display the Form Editor is displayed, where in which you can edit the form, its fields, and the rules for each field. When the process does not yet have a linked form, the system displays this option is displayed as Create process form . | Nota |
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| When the process has a linked form that was created from the Documents feature, the system displays this option is displayed as Edit process form and will be lockedlocks it, making it impossible to open it, as these forms are not compatible with the Form Editor. In this case, to edit the form from this option, it is necessary you need to first unlink the current one in the Form tab of the process Settings and create a new one. After unlinking the form, the Edit process form option changes to Create process form . By clicking on it, you can create a new form from the Form Editor and, later, you will be able to edit it from this option at any time. Additionally, after unlinking the form in the Form tab of the process Settings, you can also select another form that already exists or click on Create new – which was previously the Unlink option – to create the form in the Form Editor. |
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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 copy the code.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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.
08. In the General tab, click on Copy code 
– located at the top.
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The process code will be is copied to the clipboard. |
Define general information of 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 define the general information.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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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Title
Name for identifying the process. This is the name that will be displayed when opening When you open requests for the process in the Start request feature, this is the name that is displayed. You can edit the process name at any time. | Painel |
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| title | EXAMPLE OF USE |
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In a resource request process for a trip – such as transportation, accommodation, meals – the title could be Travel Approval.
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Icon
Graphic element to facilitate the visual identification of the process. To change the icon, simply click on the arrow  next to the current icon and click on the desired icon. You can locate a specific icon using the Search icon field – located at the top. If no other icon is selected, you do not select another icon, the system assigns the default icon  will be assigned to to the process. | Painel |
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| subtle | true |
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| title | EXAMPLE OF USE |
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In a Travel Approval process, for example, the icon could be the airplane  .
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Instructions
Instructions aimed at facilitating the understanding of those who will use the processto help the users of the process to understand it better, such as the purpose of this process, what they can be requested request from this process, who can use this process, among others. The instructions are displayed in the Request information tab Information tab of the request displays these instructions. | Dica |
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| When preparing the instructions for a process, it is common to need to search for information from other documents or websites. The platform has the concept of hyperlink, which allows you to include an instruction document and also Internet addresses through external documents, both stored in the Documents feature, avoiding information replication and facilitating navigation. To do this, simply use the format [WD:documentcodecodigodoc], replacing documentcode with codigodoc with the numeric code of the document. |
Tags
Labels assigned to the process to facilitate future searches. Tags function as keywords and allow for a more informal and personal way to label the process. It is possible to You can find a process through navigation browsing or by search, which considers the tags to locate it. Category
The category to which the process belongs and in which it will be is displayed in the Start requests feature. Categories and subcategories serve are useful to organize processes and facilitate their location, as they are grouped by grouping them. To include a subcategory, simply insert enter the category, a period (.), and the subcategory. | Painel |
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| title | EXAMPLE OF USE |
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HR.Benefits: means HR category and Benefits subcategory.
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Complement requests
Who can add comments and attachments to ongoing requests even when they are not under their responsibility, thus ensuring that all communication is recorded in the request history instead of being done through other means. The available options are: - Responsible and requester: when selected, it determines that only the requester – at the time of opening the request – and the person responsible for the stage in which the request is located, can add comments and attachments.
- Responsible, requester, and managers: when selected, it determines that only the requester and the process managers – at any time – and the person responsible for the stage in which the request is located, can add comments and attachments.
Participants and managers: when selected, it determines that all those involved in the request at some point and the process managers, can add comments and attachments at any time.
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→ Person A, who was responsible for a certain stage of the request, transferred it to person B.
→ Even though person A is no longer responsible for any stage of the request, they can still include comments and attachments at any time, as they were a participant in the process at a certain point.
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Any user: when selected, it determines that anyone with an active registration can add comments and attachments to the request at any time.
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| This option is only valid for public processes. To define a process as public, it is necessary to activate the Make public option in the Security tab. |
Track additions
Who should receive notifications when you add a comment or an attachment is added to the request. This field is not enabled when the option selected in Complement requests is Responsible and requester. The available options are: - Notify responsible: when checked, it determines that the responsible parties for the stages of the process will be notified when someone adds a comment or an attachment is added to the request.
- Notify requester: when checked, it determines that the requester – the one who opened the request – will be notified when someone adds a comment or an attachment is added to the request.
- Notify manager: when checked, it determines that the process managers will be notified when someone adds a comment or an attachment is added to the request.
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| Regardless of the checked options, the notification is not sent to the person who performed the action does not receive the notification. | Painel |
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One of the process managers added a comment to the request. Even if the Notify manager option is checked, he will not receive the notification, since the action was performed by himself.
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| Notifications You can be sent send notifications in the Notification center or via email, depending on how you have configured the sending options were configured in the your 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. |
Attachment volume
Location where you can store the attachments added to the process requests will be stored. Only . It displays only volumes of type Default and Workflow Attachment are displayed. Volume management is done . You can manage the volume in the Volumes feature of the WCMADMIN user control panel. Working hours
Working hours that will be related you can associate to the process and considered use in the execution of its stagessteps. The calculations of final deadlines and delays use the working hours selected for the process are used in the calculations of final deadlines and delays for stages for steps that do not have their own configured working hours. The working hours that exist in the Working hours feature are displayed Working hours feature displays the existing working hours for selection. | Painel |
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| title | EXAMPLE OF DEADLINE AND DELAY CALCULATION FOR STAGESSTEPS |
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→ The working hours selected for the process are configured as: Monday to Friday from 8:00 AM to 6:00 PM.
→ The time to complete a stage step that does not have its own working hours is 1 hour.
→ The request reached this stage step at 5:30 PM on a Tuesday.
→ Therefore, the final deadline for completing the stage step will be Wednesday at 8:30 AM. After 8:30 AM, the stage step will be considered delayed.
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Expiration deadline
Maximum time, in hours, within which you must complete the request must be completed to not be considered consider it expired. The entry must be in the format 000:00. Upon reaching the maximum time, the system issues a notification is issued to all involved informing that the request has expired. When configured, the system calculates the time is calculated by taking into account the standard working hours registered on the platform. This deadline cannot be less than the notice period. Notice period
Time, in hours, before the request's expiration deadline of the request in which , when the system sends a notification will be sent informing that the request is about to expire. The input must be in the format 000:00. When configured, the system calculates the time is calculated considering using the standard working hours registered in on the platform. This period cannot be greater than exceed the expiration deadline. | Painel |
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| title | EXAMPLE OF USING EXPIRATION AND NOTICE PERIODS |
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→ The expiration period of a process is configured as: 5 hours.
→ The notice period is configured as: 10 minutes.
→ A Someone opens a request for the process was opened at 1:00 PM. That is, they must close it must be closed by 6:00 PM. If it is not closedthey do not close it, after 6:00 PM it is considered expired.
→ However, at 5:50 PM, the system sends a notification about the expiration of the request will be sent to those involved, informing that it is about to expire. The frequency of this notification during these 10 minutes – from 5:50 PM to 6:00 PM – is what was configured in th the Task scheduler, which can be every minute, for example.
→ Upon reaching 5 hours open, that is, at 6:00 PM, the system sends a single notification will be sent informing that the request has expired and its status changes to Expired. |
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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 define the managers.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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.
08. Click on the Manager tab and select how the definition of to define who will manage the process will be made.
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Type of assignment
How the definition of the managing persons of the process should be made, to define the process managers; that is, which persons will have the power to represent any other person involved in the process, as well as receive follow-up notifications of requests. The available options are: No person: when selected, it determines that no person will be the manager of nobody will manage the process, ; that is, the process will have no managers.
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| When no manager is defined, in the absence of any person anyone involved in the process , means that no one will be able to replace themcan be replaced. |
Specific group: when selected, it determines that only the persons from a specific group will be are the managers of the process.
- Specific role: when selected, it determines that only the persons who hold a specific role will be are the managers of the proces.
- Specific person: when selected, it determines that only a specific person will be is the manager of the process.
Specific group
Specific group of persons who will be are the managers of the process. This field is only displayed when selecting Select the Specific group option in Type of assignmentAssignment type to display this field. To see the persons who are part of the selected group, just click on View  and to . 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 persons who will be are the managers of the process. This field is only displayed when selecting Select the Specific role option in Type of assignmentAssignment type to display this field. To see the persons who hold the selected role, just click on View and to . To remove the selected role, just click on Remove – both located on the right side of the role name. Specific person
Specific person who will be is the manager of the process. This field is only displayed when selecting the Specific Select Specific the person option in Assignment type to display this field. To remove the selected person, simply click on Remove – located to the right of the person's name. |
09. Inform Enter who should be the manager of the process according to in accordance with the selected assignment type.
10. Click on Save – located at the bottom – to save the definition of the process manager.
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process to which you want to link an existing form.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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.
08. Click on the Form tab.
09. In Form, select an already existing form to be linked link to the process and used use in the requests.
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Forms are used so that those Those involved in the process can use forms to, during the progress of the requests, provide or consult query data in a simple and structured way. Existing forms are displayed from the The Documents resource or and the Form Editor. They display the existing forms, which are identified as: - ECM Form: these are These forms that already exist and were created from the Documents resource. They You can be linked link and used use them in the process normallyas usual; however, they you cannot be opened open and edited edit them in the Form Editor, as they are not compatible.
- New editor form: these are forms that already exist and were created from the Form Editor, and can be opened and edited from itin which you can open and edit them.
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| To create a specific form for this process, simply do not select any existing form and click on Create new – located next to the field – to build the form in the Form Editor. When saving the created form, it is automatically linked the system automatically links it to the process. It is You can also possible to create a form from the Create process form option – located on the right side of the top bar. In this case, no you should not select any existing form should be selected in this field, so that you may create a new one can be created from this option in the future. |
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10. If the selected form is from the Documents, feature feature, define the other desired characteristics for it.
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These options are enabled active only for forms coming from the Documents feature, as they are not compatible with forms from the new editor. Unique form record
When activated, it determines that each change in the request overwrites the data of the form record will be overwritten with each change in the requestthe form record, maintaining a single form record for each request.
If not activated, each change in the request data creates a new version of the form record, thus allowing for a history of all changes made to the request form throughout the process. Form records inherit security
When activated, it determines that anyone with permission for the form records created from the process can be viewed by anyone who has permission for the formcan view the form records that the process creates, even if they did do not participate in the process. |
11. In Field Selection, check the form fields that will be used you want to use as filters in the Task Center and in the request searches for requests.
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You can check select up to 15 fields. It is You can also possible to edit the description of each field by clicking on it and changing it to the as desired description. | Nota |
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| Changing the description does not reflect on affect the original form, meaning the field retains its original description on the form. The changed description will only be visible You can only view the edited description in this location to facilitate the identification of the , so you can more easily identify the field. |
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12. Click Save – located at the bottom – to save the link of the form with 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 unlink the form that is currently linked.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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.
08. Click on the Form tab.
09. In Form, click on Unlink.
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When unlinking you unlink a form from the process, you lose all configurations related to the form fieldsform field settings, such as assignment mechanism, attachment security, and filters for the Task Center are lostfilters. After unlinking the form, you can: - select another existing form to be linked to link to the process, which can be a form created from the Documents – feature – and that is thus not compatible with the Form Editor – or a form that was created in the Form Editor and can also be edited by it later;, in which you may also edit the form later;
- click create a new form using the Form Editor by clicking on Create new – displayed in place of Unlink, to use the Form Editor to create a new form. When saving you save the created form, it is automatically linked the system automatically links it to the process, and you can be edited later by use the Form Editor to edit the form later. After creating the form is created, the Create new option will revert reverts back to Unlink.
You can also choose to create a new form in the future from the Create process form option – located on the right side of the top bar. In this case, no you should not select any existing form should be selected. |
10. Click on Save – located at the bottom – to save the changes made to the form's link with 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 view the history.
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You can locate the process using the Search field – located at the top. |
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.
08. Click on the History tab and view the details of each published version of the process.
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09. After viewing the desired information, click on Close
– located in the upper left corner – to exit the process settings.
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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 define security options.
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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.
08. Click on the Security tab and define some security and permission characteristics for the process.
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Control attachment security
When configured, it determines that there will be you can control over the viewing and manipulation handling of the documents attached to the process requests, meaning it is possible to ; that is, you can define which groups, roles, and individuals will have specific permissions on the attachments. To configure, simply click on Configure attachment security. See the Click here to view step-by-step by clicking hereinstructions. Update attachment
When activated, it determines that the attachments of the request that are published in the Documents resource will be are updated in the request whenever they are updated in Documents. If not activated, even if you update the attachment is updated in Documents, in the request it will remain remains in the version that was there when it was it originally had when added. This applies to attachments added to the request from the Documents resource and to attachments added to the request and published in Documents through development on the platform. Activate process
When activated, it determines that the process is available for use in the Start request resource, meaning it is you can already possible to open requests for this process. The version made available for use is the last one that was published. By default, this option is activated. However, if it is deactivated, as long as it is not activated you do not activate it again, the process will is not be available for use. Make public
When activated, it determines that anyone can consult the requests for this process. If not activated, the requests can only be consulted by the requester, by those who participated in the process, or by the process managers, or the requester can consult the requests. Available for mobile
When activated, it determines that the process is available for use in the mobile application of the platform, meaning it is possible to you can open and manage requests for this process through the application. Confirm password
When activated, it determines that all steps of the process will require the password of the person executing it, aiming to reaffirm the presence of each person in the execution of the step. |
09. Click on Save – located at the bottom – to save the security settings 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 configure security options for the attachments of the requests.
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| bgColor | #f2f2f2 |
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You can locate the process using the Use the Search field – located – located at the top, to find the process. |
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.
08. Click on the Security tab.
09. Click on Configure attachment security.
10. Select the desired mechanism to define how to apply the viewing and manipulation permissions of permissions to view and handle the documents attached to the process requests will be applied.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available options are: - By role: when selected, it determines that only the people who hold a specific role will receive the permissions assigned to the documents attached to the process requests.
- By person: when selected, it determines that only a specific person will receive receives the permissions assigned to the documents attached to the process requests.
- By anyone: when selected, it determines that anyone will receive receives the permissions assigned to the documents attached to the process requests.
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11. In the search, locate the desired item according to in accordance with the selected mechanism – form field, group, role, or person – and click on it.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available options are: - Publish attachments: when checked, it determines that the people defined by the configured assignment mechanism defines the people who can attach documents to the process requests.
- Edit ownown: when checked, it determines that the people defined by the configured assignment attachment mechanism defines the people who can edit the documents they have themselves have attached to the process requests.
- Remove own: when checked, it determines that the people defined by the configured assignment mechanism defines the people who can remove the documents they have themselves have attached to the process requests.
- View others': when checked, it determines that the people defined by the configured assignment mechanism defies the people who can view the documents that other people have attached to the process requests.
- Edit others': when checked, it determines that the people defined by the configured assignment attachment mechanism defines the people who can edit the documents that other people have attached to the process requests.
- Remove others': when checked, it determines that the people defined by the configured assignment attachment mechanism defines the people who can remove the documents that other people have attached to the process requests.
To view the members of an added group or role, simply click on View participants – located on your right side. And, to remove an added item – form field, group, role, or person – just click on Delete – located on your right side – and click Delete again in the confirmation message. |
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.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using Use the Search field – located – located at the top, to find the process. |
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.
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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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Use the Search field – located – located at the top, to find the process. |
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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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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Attribute
Name for identifying the property. | Painel |
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| A property that will
You can name a property to be used in some integration event could be named as id-integration. |
Value
Value that will to be defined for the property. | Painel |
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A property that will to be used in some integration event could have a code 58796 as its value. |
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11. Click on Save
to save the added property.
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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 , changing the information, and clicking on Saveagain. 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.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Use the Search field – located – located at the top, to find the process. |
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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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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To cancel the changes made, simply click on Cancel instead of saving. |
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.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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Use the You can locate the process using the Search field – located – located at the top, to find the process. |
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.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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 |
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| name | publicar-processo.mp4 |
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| width | 100% |
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| page | Plataforma ❙ Editor de processo |
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| autostart | true |
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| space | fluig |
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| height | 5% |
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01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process you want to publish.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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You can locate the process using the Use the Search field – located – located at the top, to find the process. |
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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| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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 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.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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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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