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Speaking of Configuring processes...

Process is the continuing sequence of events or transactions which have a certain unit or that reproduce with some regularity. That way, we can understand the processes must represent existing work routines in companies. A process always has the aim to achieve some result (objective) and for that result to be achieved must be performed tasks (activities). These activities must have a logical sequence of execution (WorkStream). The prior analysis, drafting and mapping of this information is important and necessary for the registration of the process on platform.

To better organize the presentation of the processes available for use, it is possible to determine for each process a category. In this way, the processes related to the same category are presented in grouped.

In order for a process to be used in the application platform for mobile devices, it is necessary to check the Mobile Process Version tab of properties of the process, since, by default, this option is not ticked.

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.



Configuring processes

01. From the main menu, click Processes.

02. Click Processes.

03. View all processes existing in the company.



Add process

01. Click on Add.

02. Enter the code that represents the process in question.

03. Enter the description to identify the process in question.

04. Click Save (to save the first version of the process and configure it later) or Save and edit (to start Process settings).

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.



Edit process

01. Select the process you want to edit.

You can only edit a process that is in edit mode.

02. Click Edit.

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.



Release process version

01. Select the process for which you want to release the version that is in edit mode.

02. Click Edit.

03. In the process settings window, click Release version. 

If the process is not in edit mode, that button is displayed as New version.

When you click Release version, the platform 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.

04. Click on Close.



Create process new version

01. Select the process that has its last released version for which to create a new version.

02. Click Edit.

03. In the process settings window, click New version.

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.

04. Click on Close.



Delete process

01. Select the process to be deleted.

You can only delete a process when there are no open requests.

02. Click Delete.

Deletion occurs in different ways depending on the status and version of the process:

  • when the process is in its first version and is still under editing, it is deleted from TOTVS Fluig;
  • when the process is in the first version and it is released, the process version is reopened for edition, as long as no request has been started using that version.
  • when the process already has more than one version and the current version is under editing, that version is deleted, making the previous version available to be used (released).

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.

03. Click Ok to confirm the deletion of the process based on the criteria to be applied to it.



Export process

01. Select the process to be exported.

02. Click Export.

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.



Define process mobile usage

01. In the process configuration main window, select the process for which the usage in the Fluig Mobile application will be defined.

02. In the Mobile column, define whether the process can be used in the Fluig Mobile application.

Available options are:

  • Yes: when it is checked, the process can be performed in the Fluig Mobile application.
  • No: when it is selected, it is not possible to use the process in the Fluig Mobile application.



Attention!

This documentation is valid from update 1.5.11 on. If you use an earlier version, it may contain information different from what you see in your platform.