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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.
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Basic Path
01. From the main menu, click Processes.
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04. Click Save (to save the first version of the process and configure it later) or Save and edit (to start Process settings).
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When you click Save and edit, it displays a window where you can configure all the settings available for a process. For more information, see Process settings. |
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01. Select the process you want to edit.
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You can only edit a process that is in edit mode. |
02. Click Edit.
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When you click that option, it displays a window where you can edit all the settings available for a process. For more information, see Process settings. |
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03. In the process settings window, click Release version.
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If the process is not in edit mode, that button is displayed as New version. When you click Release version, fluig automatically performs the process information consistency analysis. If all necessary information is correct and properly recorded, the process is released for use. If not, a message is displayed informing the inconsistency found. When you release the process version, the name of that button changes to New version and, when clicked, it allows you to create a new version of the process in edit mode. To release the new version, click Release version again. |
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03. In the process settings window, click New version.
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If the selected process is in edit mode, that button is displayed as Release version. In that case, to create a new version, release the current version first. |
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01. Select the process to be deleted.
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You can only delete a process when there are no open requests. |
02. Click Delete.
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Deletion occurs in different ways depending on the status and version of the process:
when the process already has more than one version and the current version is released, that process version is reopened for edition, as long as no request has been started using that version. |
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01. Select the process to be exported.
02. Click Export.
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When you click this option, it creates a .zip file containing the process, its subprocesses (and subprocesses of those subprocesses), forms linked to the related processes, and datasets linked to the related forms. This compressed file can then be imported into Studio. You can also find this option in the lower right corner of the displayed configuration window when adding or editing a process. |
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02. In the Mobile column, define whether the process can be used in the fluig mobile application.
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Available options are:
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