This documentation refers to the new process editor of the platform. If you are using the current process editor, access Process Configuration. |
The process editor is displayed when creating and editing a process. In it, you can 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 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.
The version in which the process is located and its status – whether it is published or not – are displayed on the left side of the top bar, next to its name 
. The possible statuses for a process are:
In the general settings, it is possible to define a category and a subcategory for each process. Thus, 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 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.
For a process to be used in the mobile application, it is necessary to activate the Available for mobile option in the Security tab of your general settings. By default, this option is disabled. |
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.
You can locate the process using the Search field |
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.
In the process diagram, you can see the complete flow that the request can follow, as well as the settings for each component. More details about the options available for the diagram can be found in Process diagram. |
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.
You can locate the process using the Search field |
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.
More details about the available options for scripts can be found in Process scripts. |
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.
You can locate the process using the Search field |
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.
When you click this option, the Form Editor is displayed, where 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, this option is displayed as Edit process form
|
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.
You can locate the process using the Search field |
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.
This option is only displayed when there is already a form created by the Form Editor linked to the process. When clicked, the Form Editor is displayed, where you can edit the form, its fields, and the rules for each field. When the process does not yet have a linked form, this option is displayed as Create process form
|
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.
You can locate the process using the Search field |
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.
The process code will be copied to the clipboard. |
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.
You can locate the process using the Search field |
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, define the general characteristics of the process.
Title
Icon
Instructions
Tags Category
Complement requests
Track additions
Attachment volume Working hours
Expiration deadline Notice period
|
09. Click Save – located at the bottom – to save the general characteristics defined for the process.
The actions and options available in the other tabs of the process settings are detailed below, in the step-by-step corresponding to each action. |
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.
You can locate the process using the Search field |
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 who will manage the process will be made.
Type of assignment
Specific group Specific role Specific person |
09. Inform who should be the manager of the process according to the selected assignment type.
Specific group Specific role Specific person |
10. Click on Save – located at the bottom – to save the definition of the process manager.
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.
You can locate the process using the Search field |
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 to the process and used in the requests.
Forms are used so that those involved in the process can, during the progress of the requests, provide or consult data in a simple and structured way. Existing forms are displayed from the Documents resource or the Form Editor. They are identified as:
|
10. If the selected form is from the Documents, feature, define the other desired characteristics for it.
These options are enabled only for forms coming from the Documents feature, as they are not compatible with forms from the new editor. Unique form record Form records inherit security |
11. In Field Selection, check the form fields that will be used as filters in the Task Center and in the searches for requests.
You can check up to 15 fields. It is also possible to edit the description of each field by clicking on it and changing it to the desired description.
|
12. Click Save – located at the bottom – to save the link of the form with the process.
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.
You can locate the process using the Search field |
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.
When unlinking a form from the process, all configurations related to the form fields, such as assignment mechanism, attachment security, and filters for the Task Center are lost. After unlinking the form, you can:
You can also choose to create a new form in the future from the Create process form |
10. Click on Save – located at the bottom – to save the changes made to the form's link with the process.
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.
You can locate the process using the Search field |
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.
The versions are displayed from the most recent to the oldest. Each version shows details such as the version number, who published the version, the comment entered at the time of publication, and the date and time of publication. |
09. After viewing the desired information, click on Close
– located in the upper left corner – to exit the process settings.
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.
You can locate the process using the Search field |
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.
Control attachment security Update attachment Activate process Make public Available for mobile Confirm password |
09. Click on Save – located at the bottom – to save the security settings for the process.
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.
You can locate the process using the Search field |
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 the viewing and manipulation permissions of the documents attached to the process requests will be applied.
The available options are:
|
11. In the search, locate the desired item according to the selected mechanism – form field, group, role, or person – and click on it.
12. In the line of the added item, check the options that determine what permissions the corresponding people may have over the documents attached to the process requests.
The available options are:
To view the members of an added group or role, simply click on View participants |
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.
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.
You can locate the process using the Search field |
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.
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.
You can locate the process using the Search field |
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 Advanced tab.
In this tab, you can create specific properties for this process. 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.
Attribute
Value
|
11. Click on Save
to save the added property.
To cancel the inclusion of the property, just click on Cancel You can edit the added property by clicking on Edit To remove an added property, just click on Remove |
12. Click on Save – located at the bottom – to save the added advanced properties for the process.
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.
You can locate the process using the Search field |
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 Advanced tab.
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.
To cancel the changes made, simply click on Cancel |
13. Click on Save – located at the bottom – to save the change made to the process.
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.
You can locate the process using the Search field |
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 Advanced tab.
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.
01. With the process in edit mode, review the changes made that will be saved.
02. Click on Save draft – located on the right side of the top bar.
03. In the displayed message, click on Ok, I understand.
When saving the draft, the latest changes made to the process that have not yet been published are saved in the version that is being edited, but it is still not available for use when opening requests. It is necessary to publish the process with the changes made for them to be considered in the next requests that are opened. |
01. In the main menu, click on Processes.
02. Click on Configure processes.
03. Locate the process you want to publish.
You can locate the process using the Search field |
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 will be published.
08. Click on Publish – located on the right side of the top bar.
09. Enter a brief description for the version of the process.
Up to two hundred (200) characters are allowed in the description. If it is the first version, it is interesting to include an overview of the process, with information such as its objective, what it allows to request, its target audience, among others. If it is a new version, it is interesting to detail what changes were made, as they will be listed in the process history later. |
10. Click on Publish.
By clicking this option, a consistency analysis of the process configurations is automatically performed. If all the necessary information and configurations are correct, the process is published. Otherwise, a message is displayed informing about the existing inconsistencies that need to be adjusted for 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 requests opened will have the configurations of the new version of the process. After 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. |
01. With the process in edit mode, click on the arrow located in the upper left corner of the top bar, before the name of the process.
02. In the confirmation message, click on Save draft and go back.
03. Click on Ok, go back to configure processes.
By clicking on the Save draft and go back option, all changes made to the process are saved and the Configure processes feature is displayed. To go back without saving the changes, simply click on Go back without saving draft. In this case, all changes that had not yet been saved are discarded. |
This documentation is valid from the Voyager update (2.0). If you are using a previous update, it may contain information different from what you see on your platform. |
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– located at the top.
and will be locked, 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 to first unlink the current one in the Form tab of the process settings.
next to the current icon and click on the desired icon. You can locate a specific icon using the Search icon 
will be assigned to the process.
.
and to remove the selected group, just click on Remove 
– both located on the right side of the group name.