This documentation refers to the new process editor of the platform. If you are using the current process editor, access Configure activities and flows. 

Click Back to review previous features, if any.

If you want, you can click Back to review previous features before you are done.

Find the available settings displayed on the right side.

Title
Name of the first step or activity of the process. The person who opens the request performs this step.

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 them – such as data that need to be provided to expedite the understanding and resolution of the request. Find the instructions in the Request Information tab.

Request Password
When activated, it determines that the requester must provide their password when opening the request – or when executing this step again if the request returns to them. If the password is incorrect, the requester can enter it as many times as needed. The request will only be enabled when the password is entered correctly. The history of the request opened records the password confirmation. If you have already enabled the Confirm Password option in the Security tab of process settings, this option will be disabled.

Transfer Responsibility
When activated, it allows you to transfer responsibility to another person if the request returns to this step

The rules for attachments are not required. When not set, you can leave the stage without attachments or to add any type and any number of attachments, as no validation is performed.

Prohibit attachments
When activated, it determines that no files are allowed to be attached in this stage

The available conditions are:

• equal to;
• greater than;
• greater than or equal to;
• less than;
• less than or equal to;
• any.

The available conditions are:

• the extension;
• the file name;
• the name and the extension;
• advanced condition: when selected, you need to create the rule from an expression that uses the characters * (asterisk), | (pipe), and ! (exclamation). Refer to step 11 for more details about this option.

The available conditions are:

• equal to;
• different from;
• containing.

If the selected condition is containing, you can still choose:

• beginning;
• middle;
• end.

To remove the selected conditions for the specific rule, click Remove – located at the end of the rule composition.

• * (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.

To remove the conditions defined for the advanced rule, click Remove – located at the end of the rule composition.

When saved, the rule is displayed in Created Rules. The rules are displayed in order of creation, from the most recent to the oldest.

You can edit or remove the created rules by clicking Actions– located on the right side of the rule – and then on Edit or Delete. When editing or deleting a rule, the display order does not change, meaning they continue to be displayed in order of creation, from the most recent to the oldest.

To add more rules, click Add attachment rule to the activity.

Assignment type
How to define who can open requests for this process; 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 person: when selected, it determines that only a specific person can open requests for this process.
  

  If this person is deactivated at any time, only the process manager will be able to submit requests on their behalf.

Specific group
Specific group of people who can submit requests for this process. This field is only displayed when you select the Specific group option in Assignment type. To see the people who are part of the selected group, simply click View , and to remove the selected group, just click 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 you select the Specific role option in Assignment type. To see the people who hold the selected role, simply click View , and to remove the selected role, just click 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 you select the Specific person option in Assignment type. To remove the selected person, simply click Remove – located on the right side of the person's name.

The available options are:

• Notify person responsible: when checked, it determines that a notification about the start of the request 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 be sent to the process manager.

Working hours 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.

The rules for attachments are not required. When not set, you can leave the stage without attachments or to add any type and any number of attachments, as no validation is performed.

Prohibit attachments
When activated, it determines that the user is not allowed attach files in this step.

The available conditions are:

• equal to;
• greater than;
• greater than or equal to;
• less than;
• less than or equal to;
• any.

The available conditions are:

• the extension;
• the file name;
• the name and the extension;
• advanced condition: when selected, you need to create the rule from an expression that uses the characters * (asterisk), | (pipe), and ! (exclamation). Find more details about this option in step 10.

The available conditions are:

• equal to;
• different from;
• containing.

If the selected condition is containing, you can still choose:

• beginning;
• middle;
• end.

To remove the selected conditions for the specific rule, click Remove – located at the end of the rule composition.

• * (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.

To remove the conditions defined for the advanced rule, click Remove – located at the end of the rule composition.

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.

You can edit or remove the created rules by clicking Actions– located on the right side of the rule – and then on Edit or Delete. Editing or deleting a rule does not change the display order, meaning they continue to be displayed in order of creation, from the most recent to the oldest.

To add more rules, click Add attachment rule to the activity.

The editing of a rule does not change their display order, meaning they continue to be displayed in the order of creation, from the most recent to the oldest.

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.

This documentation is valid from the Voyager (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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