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Description
Description of the process version. Updates attachment
If it is checked, all the request attachments updated and versioned on fluig are automatically updated to the latest version in the request. If not, the attachment version, as it was added to the request, remains the same. Confirm password
When it is checked, all process activities performed by users will require confirmation of the user's password. The password confirmation feature is used for making sure that a particular user performed a process activity. |
11. Click the Attachment security tab and define the security criteria for process attachments.
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Control security
When it is selected, viewing and handling of the documents attached to the process will be controled (control settings are also defined in this tab). Do not control security
When it is selected, the documents attached to the process are not controled. Mechanism
Mechanism used for defining security criteria for the documents attached to the process. Available options are: - Assignment by association: when it is selected, security criteria for the documents attached to the process are assigned to users returned from the combination of group, role and/or specific user;
- Assignment by form field: when it is selected, security criteria for the documents attached to the process are assigned to the user that is entered in a form field related to the process;
- Assignment by activity performer: when it is selected, security criteria for the documents attached to the process are assigned to the performer of a particular process activity;
- Assignment by group: when it is selected, security criteria for the documents attached to the process are assigned to the users that belong to a user group;
- Assignment by collaborator group: when it is selected, the security criteria for the documents attached to the process are assigned to the users who belong to the same groups as the authenticated user or the user who initiated the request, as configured in the mechanism;
- Assignment by role: when it is selected, security criteria for the documents attached to the process are assigned to the users that belong to a role;
- Assignment by all users: when it is selected, security criteria for the documents attached to the process are assigned to all active fluig users;
Assignment by user: when it is selected, the security criteria for the documents attached to the process are assigned to a specific user. |
12. After selecting the assignment mechanism, click Add.
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To delete an added assignment mechanism, simply select it and click Delete. |
13. Select the mechanism and click Edit mechanism to configure it.
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For information on assignment mechanism settings, see Assignment mechanism settings. |
14. After configuring the selected assignment mechanism, define the security criteria for the documents attached to the process to be assigned to it.
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Available options are: Post attachments
When it is checked, users returned by the assignment mechanism settings can attach documents to process requests. Display other users’ attachments
When it is checked, users returned by the assignment mechanism settings can view the documents that others attached to process requests. Edit own attachments
When it is checked, users returned by the assignment mechanism settings can edit the documents they attached to process requests. Edit other users’ attachments
When it is checked, users returned by the assignment mechanism settings can edit the documents that others attached to process requests. Delete own attachments
When it is checked, users returned by the assignment mechanism settings can delete the documents they attached to process requests. Delete other users’ attachments
When it is checked, users returned by the assignment mechanism settings can delete the documents that others attached to process requests. |
15. Click the Advanced tab to relate advanced properties to the process.
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Advanced properties are used for providing data that can be required during process events.. |
16. In the displayed window, click Add.
17. Enter the required information.
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Required information: Name
Name to be assigned to the advanced property. Value
Value to be assigned to the advanced property. |
18. Click Confirm in the Advanced Properties inclusion window.
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To edit or delete an advanced property, simply select it and click Edit or Delete. |
19. After defining all the properties for the process in the available tabs, click Confirm to save them.
20. Click Form, located on the left sidebar of the window, to create and configure a specific form for that process.
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You can only create and configure a form via that option if you do not select any forms already posted in document browsing in the Form field located in the Form tab in the process properties.
When editing a process, you can only edit the form if it was created via that option. |
21. Enter the required information for the form.
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Required information: Title
Title of the form to be related to the process. Description
Description of the form to be related to the process. Target folder
Document browsing folder in which the form will be posted. Target folder of the form cannot be changed when editing it. |
22. Click Create form.
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Clicking on this option opens a window in which you can create and configure a form. For more information, see Configure form. |
23. After creating and configuring the form to be related to the process, model the process flow using the items available on the left sidebar of the window.
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The items available for modeling the process flow are as follows: - Start;
- End;
- Activity;
- Automatic;
- Document
- Note;
- Swimlane;
- Subprocess;
- Ad hoc subprocess;
- Fork;
- Join.
For detailed information on how to configure each of the items, see Configure activities and flows. |
24. After setting the process properties, form and diagram, click Save – to just save the information defined for the process without releasing it for use – or Release version – to save the information and release that process version for use.
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For more details on the release process option, see the Release process version path in Configure processes. |
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This documentation is valid as of the 1.5.11 update. Previous updates may contain different information than what you see on your platform. |