Processes

To create a new process go to Workflows -> Processes and click on the 'add new process'

Now you choose settings for the new process. In the 'basic info' section you can enter the name of the process, Id prefix that will be displayed before every process instance and you can choose and customize the icon for the process.

On the right side, you can change permissions for the process. The permissions can be set for groups and individuals and they are divided into three types - view, execute and delete. Users with 'view' permissions can view the process. Users with 'execute' permissions can start the process. Delete permissions allow removal of the process. Keep in mind that process permissions don`t extend to tasks inside that process. you will need to set permissions for each task separately.

You can edit properties on this tab. There are two sections of properties that are essential for the correct work of process - internal and process-related properties. You can`t delete these properties.

Keep in mind that if you need to refer to certain entities in tasks, you should add those entities as 'entity' type properties.

You can select properties of different types. You can learn more about properties hereProperties.

On the third tab, you can set automatic and manual tasks. The description of each task can be found here.



You can access the list of processes by clicking on Workflows -> processes.

On the left side, you will see the list of processes with 'All processes' and 'All tasks' options at the top.

'All processes' tab contains all previously executed processes and the 'all tasks' tab has all previously executed tasks.

Below that, you can see your custom views, featured process(you can modify them in settings), and all other processes.

You can also search items and edit your view for each tab. You can learn more about filters, custom views, and metrics here.

To open a process you need to click on the 'eye' icon.

To start a new process item you need to select a needed process on the left menu, then click the 'Start' button at the top right corner.