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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.
Basic Path
01. Select configure processes from the main menu.
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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.
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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.
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03. In the process, setup screen trigger Properties in the side menu.
Define general information
01. Press the tab General.
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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.
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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.
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The requested information is: |
Configure attachment security
01. Access the tab Attachment security.
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The available options are:
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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.
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The available options are:
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Edit Advanced
01. Access the tab Advanced.
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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.
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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). |
End Editing
01. Press Confirm.
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After making any changes in the desired tabs, press Confirm. |
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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.
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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.
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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.
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Delete routine has differentiated treatments depending on the status and version of the process: |
03. Press OK.
Export process
01. Select the process to be exported in the process settings window.
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This option creates a .zip file containing the process, its subprocesses (and subprocesses of subprocesses), forms linked to related processes, and datasets linked to 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.
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This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform. |
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.