Histórico da Página
Index
Índice | ||||||
---|---|---|---|---|---|---|
|
Speaking of Configure Activities and Flows...
In this configuration of activities and flows, you define the main information to be considered during a process request. So you need to define the information with attention; thus, guaranteeing correct process functioning.
...
It is also possible to export the process documentation, generating a document with information referring to the process and its activities or the process flow image.
Basic Path
01. Select the Configure Processes feature in the main menu.
Expandir | ||
---|---|---|
| ||
The shortcut for the Configure Processes feature is available in the main menu through the Processes icon. |
02. Select the process where you want to configure activities and flows.
Expandir | ||
---|---|---|
| ||
You can only edit activities and flows of a process that is in edit mode. |
03. Click Edit.
Add Start
01. Drag the Start element from the side menu to the desired location in the process design area.
Expandir | ||
---|---|---|
| ||
Start is the initial activity of a process and it indicates where its flow starts. When a new process request is started, it will be the first activity to be run. |
02. Click the Property option of the Start element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Access General tab.
04. Enter the activity name.
05. Enter the activity description.
06. In the Instructions field, enter instructions that help understanding the activity.
Expandir | ||
---|---|---|
| ||
When preparing the instructions of an activity, it is common to need to search for information of other files or sites. The platform has the concept of hyperlink that allows you to add accesses to platform documents and also to Internet addresses through external documents; thus, avoiding information replication and making browsing easy. So you need to enter the [WD:999999] tag, where 999999 should be substituted by the document code in the platform. |
07. Select the Working Hours.
Expandir | ||
---|---|---|
| ||
The working hours refer to the working hours registered in the platform. The working hours are used for calculating deadlines and arrears of the process activities. For example, if the working hours were configured as being from Monday to Friday, from 8:00 a.m. to 6:00 p.m., and there is an activity that lasts for 1 hour that was created at 5:30 p.m. of a Tuesday, its conclusion deadline will be on Wednesday at 8:30 am, due to the Working Hours. |
08. Select an Assignment Mechanism to be considered in the user selection for running the activity.
Expandir | ||
---|---|---|
| ||
It will only display the types of allocation mechanism that can be used in Start type activities. When an assignment mechanism is selected for a Start activity, only users returned by the mechanism can start a process request. |
09. Click the Configure option to perform the assignment mechanism configuration selected.
Expandir | ||
---|---|---|
| ||
When using an assignment mechanism, you need to detail the information to be considered in it for its correct functioning. For more details, check the Assignment Mechanisms feature. |
10. Enter the activity conclusion deadline.
Expandir | ||
---|---|---|
| ||
The value in hours is considered, along with the working hours selected, to calculate the conclusion deadline limit of the activity. This deadline is considered from the activity receipt. |
11. If it is necessary to confirm the password for this activity, select the Confirm Password option.
Expandir | ||
---|---|---|
| ||
If it is already checked in the process configuration, this option will come disabled. When advancing from the activity that has password confirmation, the password of the user who is running the task will be requested. If the password is invalid, the user running the activity can try as many times as required. The process movement will only happen when the running user enters the password correctly. In the process history screen, it will contain an indication that the user confirmed the password in the activity movement in the request. |
12. If it is necessary to inhibit the activity execution transfer, select the option Inhibits Transfer Option.
Expandir | ||
---|---|---|
| ||
When checked, the option Inhibits Transfer Option avoids activity execution from being transferred to another user. |
13. If the activity needs to be run by more than one user, check the Joint Activity option.
Expandir | ||
---|---|---|
| ||
That way the activity will only be considered closed and the request moved when the % of consensus provided is reached. |
14. If the Joint activity option is checked, enter the consensus percentage required to consider the activity as closed.
Expandir | ||
---|---|---|
| ||
The Consensus % field is only used when it is a joint activity. |
15. Select an option in the Select Users field to define when the users should be selected at the assignment moment for this activity.
Expandir | ||
---|---|---|
| ||
The available options are:
Important: When the Never option is selected (valid for joint activity only), the Joint Activity field is checked automatically and the Consensus % should also be entered. |
16. Access the Follow-up tab.
17. Check if person responsible is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the person responsible for the activity in question will be notified by email about the activity start. |
18. Check if requisitor is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the request requisitor will be notified by email about the activity start. |
19. Check if manager is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the process manager will be notified by email about the activity start. |
20. Access the Arrears tab.
21. Check if the person responsible is notified about the activity in arrears. If checked, enter the tolerance and notification frequency.
Expandir | ||
---|---|---|
| ||
If this option is checked, the person responsible for the activity in question will be notified by email that the activity in question is in arrears. |
22. Check if the requisitor is notified about the activity in arrears. If checked, enter the tolerance and notification frequency.
Expandir | ||
---|---|---|
| ||
If this option is checked, the request requisitor will be notified by email that the activity in question is in arrears. The value entered in the Tolerance field will be the time that platform will wait after the activity deadline expiration to start to send the in arrears notification e-mail, and the value entered in the Frequency field will be the time range between each in arrears notification e-mail send. |
23. Check if the manager is notified about the activity in arrears. If checked, enter the tolerance and notification frequency.
Expandir | ||
---|---|---|
| ||
If this option is checked, the process manager will be notified by email that the activity in question is in arrears. The value entered in the Tolerance field will be the time that platform will wait after the activity deadline expiration to start to send the in arrears notification e-mail, and the value entered in the Frequency field will be the time range between each in arrears notification e-mail send. |
24. Access the Effort tab.
25. Select the activity Effort Calculation type.
Expandir | ||
---|---|---|
| ||
The available options are:
For more details of CAP resource use, check the Process Analysis Center feature. |
26. If the Effort Calculation type is different of Does Not Control Effort, enter the Expected Effort.
Expandir | ||
---|---|---|
| ||
The expected effort is the quantity of hours expected for performing the activity. |
27. Click Confirm.
Add Activity
01. Drag the Activity element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
The activity defines a task/action that should be done in the process flow. |
02. Click the Property option of the Activity element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Access General tab.
04. Enter the activity name.
05. Enter the activity description.
06. In the Instructions field, enter instructions that help understanding the activity.
Expandir | ||
---|---|---|
| ||
When preparing the instructions of an activity, it is common to need to search for information of other files or sites. The platform has the concept of hyperlink that allows you to add accesses to platform documents and also to Internet addresses through external documents; thus, avoiding information replication and making browsing easy. So you need to enter the [WD:999999] tag, where 999999 should be substituted by the document code in the platform. |
07. Select the Working Hours.
Expandir | ||
---|---|---|
| ||
The working hours refer to the working hours registered in the platform. The working hours are used for calculating deadlines and arrears of the process activities. For example, if the working hours were configured as being from Monday to Friday, from 8:00 a.m. to 6:00 p.m., and there is an activity that lasts for 1 hour that was created at 5:30 p.m. of a Tuesday, its conclusion deadline will be on Wednesday at 8:30 am, due to the Working Hours. |
08. Select an Assignment Mechanism to be considered in the user selection for running the activity.
Expandir | ||
---|---|---|
| ||
It will only display the types of allocation mechanism that can be used in common activities. |
09. Click the Configure option to perform the configuration of the assignment mechanism selected.
Expandir | ||
---|---|---|
| ||
When using an assignment mechanism, you need to detail the information to be considered in it for its correct functioning. For more details, check the Assignment Mechanisms feature. |
10. Enter the activity conclusion deadline.
Expandir | ||
---|---|---|
| ||
The value in hours is considered, along with the working hours selected, to calculate the conclusion deadline limit of the activity. This deadline is considered from the activity receipt. |
11. If it is necessary to confirm the password for this activity, select the Confirm Password option.
Expandir | ||
---|---|---|
| ||
If it is already checked in the process configuration, this option will come disabled. When advancing from the activity that has password confirmation, the password of the user who is running the task will be requested. If the password is invalid, the user running the activity can try as many times as required. The process movements can only occur when the executor user enters the password correctly. In the process history screen, it will contain an indication that the user has confirmed the password in the activity movement in the request. Important: The activities checked for password confirmation use cannot be automatized by WebServices. |
12. If it is necessary to inhibit the activity execution transfer, select the option Inhibits Transfer Option.
Expandir | ||
---|---|---|
| ||
When checked, the option Inhibits Transfer Option avoids activity execution from being transferred to another user. |
13. If the activity needs to be run by more than one user, check the Joint Activity option.
Expandir | ||
---|---|---|
| ||
That way the activity will only be considered closed and the request moved when the % of consensus provided is reached. |
14. If the Joint activity option is checked, enter the consensus percentage required to consider the activity as closed.
Expandir | ||
---|---|---|
| ||
The Consensus % field is only used when it is a joint activity. |
15. Select an option in the Select Users field to define when the users should be selected at the assignment moment for this activity.
Expandir | ||
---|---|---|
| ||
The available options are:
Important: When the Never option is selected (valid for joint activity only), the Joint Activity field is checked automatically and the Consensus % should also be entered. |
16. Access the Follow-up tab.
17. Check if person responsible is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the person responsible for the activity in question will be notified by email about the activity start. |
18. Check if requisitor is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the request requisitor will be notified by email about the activity start. |
19. Check if manager is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the process manager will be notified by email about the activity start. |
20. Access the Arrears tab.
21. Check if the person responsible is notified about the activity in arrears. If checked, enter the tolerance and notification frequency.
Expandir | ||
---|---|---|
| ||
If this option is checked, the person responsible for the activity in question will be notified by email that the activity in question is in arrears. The value entered in the Tolerance field will be the time that platform will wait after the activity deadline due date to start to send the arrears notification e-mail and the value entered in the Frequency field will be the interval of time between the sends of each arrears notification e-mail. |
22. Check if the requisitor is notified about the activity in arrears. If checked, enter the tolerance and notification frequency.
Expandir | ||
---|---|---|
| ||
If this option is checked, the request requisitor will be notified by email that the activity in question is in arrears. The value entered in the Tolerance field will be the time that platform will wait after the activity deadline due date to start to send the arrears notification e-mail and the value entered in the Frequency field will be the interval of time between the sends of each arrears notification e-mail. |
23. Check if the manager is notified about the activity in arrears. If checked, enter the tolerance and notification frequency.
Expandir | ||
---|---|---|
| ||
If this option is checked, the process manager will be notified by email that the activity in question is in arrears. The value entered in the Tolerance field will be the time that platform will wait after the activity deadline due date to start to send the arrears notification e-mail and the value entered in the Frequency field will be the interval of time between the sends of each arrears notification e-mail. |
24. Access the Effort tab.
25. Select the activity Effort Calculation type.
Expandir | ||
---|---|---|
| ||
The available options are:
For more details of CAP resource use, check the Process Analysis Center feature. |
26. If the Effort Calculation type is different of Does Not Control Effort, enter the Expected Effort.
Expandir | ||
---|---|---|
| ||
The expected effort is the quantity of hours expected for performing the activity. |
27. Click Confirm.
Add End
01. Drag the End element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
The End element indicates the process flow end. All process must have at least one End. |
02. Click the Property option of the End element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the name.
04. Check if person responsible is notified.
Expandir | ||
---|---|---|
| ||
If this option is selected, the person responsible for the activity in question will be notified by email about the end of the request. |
05. Check if requisitor is notified.
Expandir | ||
---|---|---|
| ||
If this option is selected, the requisitor will be notified by email about the end of the request. |
06. Check if manager is notified.
Expandir | ||
---|---|---|
| ||
If this option is checked, the process manager will be notified by email about the request end. |
07. Click Confirm.
Add Automatic Activity
01. Drag the Automatic element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
The automatic activity is a mechanism that, depending of the result obtained, determines to what activity, among the possible ones, the process flow should be forwarded. |
02. Click the Automatic element Property option.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the name
04. Access the Conditions tab.
Expandir | ||
---|---|---|
| ||
In the Conditions tab, you will enter the conditions that will give the activity an automatic behavior. The condition should be entered as well as the target activity of this condition and the assignment mechanism, this last one is optional. |
05. Click the Add button.
Expandir | ||
---|---|---|
| ||
It is also possible to edit an existing condition by pressing the Edit button or remove an existing condition by pressing the Remove button. |
06. Enter the logic expressions for the condition.
Expandir | ||
---|---|---|
| ||
The logic expressions can have the format of any logic expression that is used in JavaScript language. The return of these expressions must be a logic value. |
07. Among the process activities, select which one should be the Target activity.
Expandir | ||
---|---|---|
| ||
The target activity will be activity for the request that will be moved when the condition in the question is true. |
08. Select an Assignment Mechanism to be considered in the user selection for running the target activity.
Expandir | ||
---|---|---|
| ||
It will only display the types of allocation mechanism that can be used in automatic type activities. The configuration of an assignment mechanism for a condition is optional. If the assignment mechanism is selected, it will be used along with the target activity assignment mechanism to define the person responsible for the activity by returning a group of common users between the two assignment mechanisms. If an assignment mechanism is not selected, only the target activity assignment mechanism will be used. |
09. If an assignment mechanism is selected, click the Configure option to execute the selected assignment mechanism configuration.
Expandir | ||
---|---|---|
| ||
When using an assignment mechanism, you need to detail the information to be considered in it for its correct functioning. For more details, check the Assignment Mechanisms feature. |
10. Click Confirm.
Add Subprocess
Configure Start
...
01. Drag the Start element from the side menu to a location in the process flow modeling area
Painel |
---|
The Start element is the initial activity of a process and indicates where the flow starts. When a new process request is started, it will be the first activity to be performed. |
02. Place the mouse on the element and click Configure, represented by a gear
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. In the General tab, define the required information.
Painel | ||
---|---|---|
Description Instructions Working Hours Assignment mechanism
Completion deadline
Request digital signature Confirm password Inhibits Transfer option Joint activity % Consensus When joint, it never selects employees: When selected, the activity will be assigned to all users listed by the defined assignment mechanism. When selecting this option, the Joint activity field is automatically checked, and you are also required to enter the % Consensus. |
04. If a mechanism is selected, click Configure, located next to the Assignment mechanism field, and define the information for it.
Painel |
---|
For information on assignment mechanism settings, see Configure assignment mechanism. |
05. Click the Mobile tab.
06. Define the required information
Painel |
---|
Required fields: Title Highlight Description Available actions: Decline Approve |
07. Click the Monitoring tab.
08. Define the required information
Painel |
---|
Required information: Notify person in charge Notify requisitioner Notify manager |
09. Click the Delay tab.
10. Define the required information
Painel |
---|
Required information: Notify person in charge Tolerance Frequency Expiration notification Notify requisitioner Notify manager |
11. Click the Effort tab.
12. Define the required information
Painel |
---|
Required information: Calculation
Expected effort |
13. After finishing configuring the start settings, click Confirm.
Configure End
...
01. Drag the End element from the side menu to the desired place in the process design area.
Painel |
---|
The End element indicates the process flow end. All processes must have at least one end. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Define the required information
Painel |
---|
Required information: Name Notify requisitioner Notify manager |
04. Click Confirm.
Configure Activity
...
01. Drag the Activity element from the side menu to a location in the process flow modeling area.
Painel |
---|
The activity is a task or action to be performed within the process flow. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. In the General tab, define the required information.
Painel | |||||||
---|---|---|---|---|---|---|---|
Required information: Description Instructions Working Hours Assignment mechanism
Completion deadline
Request digital signature When checked, such activity must be digitally signed by its performer user. In this case, upon completion of the activity, it displays a window where the performer user needs to add their digital signature and, only then, can the request be sent to the next activity. Confirm password Inhibits Transfer option Joint activity % Consensus Selects collaborators
Never (valid for joint activities only): when selected, this activity will be assigned to all users listed by the defined assignment mechanism. When selecting this option, the Joint activity field is automatically checked, and you are also required to enter the % Consensus. |
04. If a mechanism is selected, click Configure, located next to the Assignment mechanism field, and define the information for it.
Painel |
---|
For information on assignment mechanism settings, see Configure assignment mechanism. |
05. Go to the Attachment rules tab.
Painel |
---|
Attachment rules are events that will occur in the created activity whe moving to the next activity. These events only occur in normal activities or in the start activity of a process. |
06. Click Add to add a new attachment rule.
Painel |
---|
When adding a new rule, fill the following fields: Operator Amount Name Message |
Painel | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Rule resolution order: 1- Check all “no” and, if you find a record that invalidates the rule, throw an exception; 2- Check all the equal to, greater than, greater than or equal to, lower than, and lower than or equal to. When you find the first one valid, add the number of valid attachments for this condition; 3- If you use “any” and do not find any valid conditions, consider the file as valid. If there is no “any” and you cannot find any valid conditions, moving it will not be allowed. Forbid attaching files to the activity
Expected results: Force to attach files to the activity
Expected results: Attach a Zip file to the activity
Expected results: Attach a Zip file and a PDF file to the activity
Expected results: Attach a Zip file or a PDF file to the activity
Expected results: Attach a zip file and choose to attach (or not) other file types to the activity
Expected results: Forbid attaching a zip file and choose to attach (or not) other file types to the activity
Expected results: Force to attach a zip file and at least one other file type to the activity
Expected results: Attach one or more image files
Expected results: Allow only image files, but attachments are not mandatory
Expected results: Force to attach a file with a specific name
Allowed: server.log Force to attach a file with a partial name
Allowed: server.log, server-2018.log
Allowed: server.log, server-2018.log, server.log.zip
Allowed: abcserver.log, server.log, server-2018.log, server.log.zip Forbid attaching a file with a partial name
Allowed: no attachments or anotherfile.anything
Allowed: no attachments or anotherfile.anything Forbid attaching a file with a partial name and require file with a different name
Allowed: anotherfile.anything Allow an extension file only with a specific name
Not allowed: server.log, server.txt, server.log.zip, server.zip
Allowed: server.log, server-2018.log, server.txt, server.log.zip, server.zip, server.txt, server.log.zip, server.zip Difference between using “No” or “= 0” Yes, there is a difference. No is a priority rule, i.e. it will be executed before the others. Check out the example below:
If the user adds a file named server.zip, in the first case this attachment will not be accepted. In the second case, as the first rule is met by the filename, it will be accepted. |
07. Click Confirm.
08. Go to the Mobile tab.
Painel |
---|
The information required in this tab will be used as a basis in the Approval application. By entering it correctly, it will provide the necessary information when using the application, and its functions will work properly. |
09. Define the required information.
Painel |
---|
Required fields: Title Highlight Description Available actions: Decline Approve |
10. Go to the Monitoring tab.
11. Define the required information
Painel |
---|
Required information: Notify person in charge When checked, the person in charge of the activity will be notified of its start by e-mail. Notify requisitioner When checked, the requisitioner of the request will be notified of the start of that activity by e-mail. Notify manager When checked, the manager of the process will be notified of the start of that activity by e-mail. |
12. Click the Delay tab
13. Define the required information
Painel |
---|
Required information: Notify person in charge When checked, the person in charge of the activity will be notified by e-mail if it is late. Tolerance Frequency Expiration notification Notify requisitioner When checked, the requisitioner of the request will be notified by e-mail when that activity is late. Notify manager When checked, the manager of the process will be notified by e-mail when that activity is late. |
14. Click the Effort tab
15. Define the required information
Painel |
---|
Required information: Calculation How to calculate activity effort. Available options:
Expected effort |
16. After finishing configuring the activity, click Confirm.
Configure Automatic activity
...
The default flow indicates an automatic activity action, which happens when none of the defined conditions is met. For more details, go to Flows.
01. Drag the Automatic element from the side menu to a location in the process flow modeling area.
Painel |
---|
The automatic activity is a mechanism that, depending on the obtained result, establishes to which activity, among the possible ones, the process flow should be sent. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. In the General tab, enter a name for the automatic activity.
04. After clicking Add to enter a condition, the user must select one of the following options: Condition or Advanced condition.
Painel |
---|
The Condition option allows the user to configure the automatic activity without using any programming or coding, but only setting rules instead. In the Advanced condition option, users with technical knowledge may use coding to configure the activity, as previously done. |
05. Select Condition.
Painel |
---|
This is where the rules required to fulfill the condition are established, as well as the condition’s target activity and, optionally, the assignment mechanism. These are the rules defined in the condition for the activity to be automatic. -Target activity -Mechanism
|
06. Define the required information.
07. If a mechanism is selected, click Configure, located next to the Assignment mechanism field, and define the information for it.
Painel |
---|
For information on assignment mechanism settings, see Configure assignment mechanism. |
08. After finishing configuring the assignment mechanism, click Confirm in the Condition window.
09. Add as many conditions as you wish, configure them and click Confirm.
Configure Service
...
01. Drag the Service element from the side menu to the desired location in the process flow modeling area.
02. Position the mouse on the element and trigger Configure, represented by a gear.
03. On the General tab, enter the requested information.
Painel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
Example of use:
|
04. In the Service tab, enter the requested information.
Painel | ||||
---|---|---|---|---|
|
05. Activate Confirm.
Configure Document
...
01. Drag the Document element from the side menu to a location in the process flow modeling area.
Painel |
---|
The Document element is used for providing access to a certain document posted on the platform from the process diagram. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Select a document.
Painel |
---|
To select a document, simply click the magnifying glass icon below the Document field. In the pop-up window, find the document, select it and click Select. |
04. Click Confirm.
Configure Note
...
01. Drag the Note element from the side menu to a location in the process flow modeling area.
Painel |
---|
The Note element is used to provide additional information in the process diagram. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
When adding the note in the modeling area, it displays a text box where it is possible to enter the text corresponding to the note. To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Defining notes.
Painel |
---|
Name Document |
04. Click Confirm.
Configure Swinlane
...
01. Drag the Swimlane element from the side menu to a location in the process flow modeling area.
Painel |
---|
The Swimlane element is used to visually represent a process flow participating entity. So it is possible to organize the activities based on the entity responsible for performing them, making it easy to view and understand the process flow. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Define the required information.
Painel |
---|
Name Name of the Swimlane to represent a participating entity in the process flow. Color |
04. Click Confirm.
Configure Subprocess
...
...
01. Drag the Subprocess element from the side menu to the desired place a location in the process design flow modeling area.
Painel | ||
---|---|---|
Expandir | ||
| ||
The Subprocess means element represents other processes that are part of a main process. |
02. Click Place the mouse on the Subprocess element Property option.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the name.
04. Enter the description.
05. Among the available processes, select which one should be used as Subprocess.
element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Define the required information for the subprocess of the General tab.
Painel | ||
---|---|---|
Name Description Subprocess | ||
Expandir | ||
| ||
Any process added to platform can be used as a Subprocesssubprocess. When the request is moved for to the Subprocesssubprocess, the main process request is ended and a new Subprocess subprocess request is created. If the movement flow allows return, when the main process request is moved to the subprocess, a new request for the subprocess is created and the main process request will be blocked until the end of the subprocess request. As soon the subprocess request ends, the main process request is moved to the activity previous to the subprocess and its execution can continue. |
06. Check if it transfers attachments.
Expandir | ||
---|---|---|
| ||
When the Transfer Attachments option is selected, all attachments present in the main process request will be copied to the new request that will be created for the subprocess. |
07. Click Confirm.
Add Fork
01. Drag the Fork element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
Fork represents the start of parallel activities, all activities and flows that are after Fork and before Join will be executed in parallel. |
02. Click the Property option of the Fork element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the name.
04. Click Confirm.
Add Join
01. Drag the Join element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
Join represents the end of parallel activities. All flow that comes from a Fork in some moment of the process should go to a Join. When there are pending parallel activities, the process is positioned in Join until all activities end. When the tasks end, the process is moved automatically to the next activity. |
02. Click the Property option of the Join element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the name.
04. Click Confirm.
Add Note
01. Drag the Note element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
The Note element is used to provide additional information in the process diagram. |
02. Click the Property option of the Note element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the note.
Expandir | ||
---|---|---|
| ||
When the note is added to the design area, a text box is displayed where it is also possible to enter the note. |
04. Click Confirm
Add Swimlane
01. Drag the Swimlane element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
The Swimlane element is used to visually represent a process flow participant entity. So it is possible to organize the activities according to the entity responsible for their executions, making it easy to view and understand the process flow. |
02. Click the Property option of the Swimlane element.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Enter the name.
04. Select the Swimlane color.
05. Click Confirm.
Add Document
01. Drag the Document element from the side menu to the desired place in the process design area.
Expandir | ||
---|---|---|
| ||
The Document element is used to provide an access to a certain platform document of platform in the process diagram. |
02. Click the Document element Property option.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the options will be visible. |
03. Select a document.
Expandir | ||
---|---|---|
| ||
To select a document, the magnifying glass icon must be pressed and browse the folders and documents in the screen displayed. When you find the desired document, select it and click the Select button. |
04. Click Confirm.
Add Flows
01. Click the Source element Flow option.
to continue its execution. Transfers Attachments Cancellation along with main request Move to the next activity |
04. Define the required information for the subprocess of the Fields tab.
Painel |
---|
This tab allows the user to configure the submission of values in form fields between a process and a subprocess. Thus establishing the fields that come from the parent process and go to the child process, and from the child process going to the parent process. Both parent and child processes should have a created form so that the sending of values and their respective directions can be set. Here is an example of the directions that indicate source and destination of the information: 1st transfer the value from the parent field (source) to the child field (destination): Name-> User name. Information from the columns: Process fields Direction Subprocess fields Status The New button allows adding new sending of values between process and subprocess. It is also possible to Edit or Delete a field relationship via the icons located in the right corner of the tab. The system does not allow relating two process fields with the same direction |
05. Click Confirm.
Configure Fork
...
01. Drag the Fork element from the side menu to a location in the process flow modeling area.
Painel |
---|
Fork represents the start of parallel activities. All activities and flows that are after Fork and before Join will be performed in parallel. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Enter a name (optional).
04. Click Confirm.
Configure Join
...
01. Drag the Join element from the side menu to a location in the process flow modeling area.
Painel |
---|
Join represents the end of parallel activities. All flows that come from a Fork at some point in the process should go to a Join. Whenever there are pending parallel activities, the process is placed in Join until all activities are completed. When the tasks are completed, the process is moved automatically to the next activity. |
02. Place the mouse on the element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
03. Enter a name (optional).
04. Click Confirm.
Configure Flows
...
01. Place the mouse on the source element of the flow.
02. Click the Flow option, represented by an arrow, from the source element to the target element
Painel | |||||
---|---|---|---|---|---|
Expandir | title | Learn more||||
Flows are mechanisms that define to which activity the process may follow. To click the Flow option, you need to move the mouse over the element so the options will be visible. Important: The Subprocess and End elements
|
02. Drag the flow until the target element.
03. Click the Property option of the created flow.
Expandir | ||
---|---|---|
| ||
To click the Property option, you need to move the mouse over the element so the option will be visible. |
...
|
03. Place the mouse on the Flow element and click Configure, represented by a gear.
Painel |
---|
To delete the element from the process diagram, simply click Delete, represented by a bin. |
04. Configure the General tab.
05. Enter the required information in the General tab.
Painel |
---|
Name Flow activ. |
...
to the target activity in the |
...
Expandir | ||
---|---|---|
| ||
Expandir | ||
| ||
process flow. The entered text is displayed to the user as an action option to the user at the moment of the when performing the source activity execution. It That is optional and, if it is not entered, the target activity name will be used. |
05. If necessary, select the Automatic Flow option.
When selected, it determines Automatic flow |
06. If necessary, select the Allow Return option.
Expandir | ||
---|---|---|
| ||
When selected, it determines the target activity can perform a return action to the source activity. |
07. In the Flow Activity field, enter the text to be used to identify the target activity return action for the source activity in the process flow.
Expandir | ||
---|---|---|
| ||
The entered text is presented as an action option to the user at the moment of the target activity execution. It is optional and if it is not entered, the source activity name will be used. |
08. Click Confirm.
Alternative Path(s)
Delete Activities and Flows
01. To delete an activity, flow or another element of the process, you need to click the Delete option (represented by the recycle bin icon) of the element you want to delete.
Expandir | ||
---|---|---|
| ||
To click the Delete option, you need to move the mouse over the desired element so the option will be visible. |
scheduling, see Task Scheduler. Allows return Return activ |
06. Configure the Transaction message tab.
07. A process start and transaction message can be defined in the Transaction message tab.
Painel | ||
---|---|---|
Title Description Title of the description link |
08. Click Confirm
Informações | ||
---|---|---|
| ||
This documentation is valid from update Lake (1.5.10 on7.0) - update. If you use an earlier version, it may contain information different from what you see in your platform. |
...