Process

Learn about the processes inside a workflow.

A workflow consists of one or more processes. You can define the following for each process:

  • Title and description in various languages
  • Process dependencies (parent-child hierarchies)
  • How data from individual info areas is displayed
  • Parameters used to select data (keyformation)
  • Conditions determining when a process or action is started
  • Which actions are triggered by which commands

Click on Processes in the tree view to access the Processes table. Enter data by clicking in the corresponding cells.

Each process can have a title and a description in all available languages.

The short text and description are also displayed in the Processes table in the Workflow info area. The description is displayed when the workflow is executed in the language selected by the user.

Note: You need to enter either a description or short text before you can access the other cells.

Process types and definitions

The type of process is entered in the Type column. There following options are available:

Process Type Description
New View

Opens a new level to display the workflow data. Click in the Definition cell to configure the settings for the process.

Enter a level in the Level No. cell to apply the default desktop configuration defined for that level to the workflow (e.g. header settings), see Desktop in the Win Administrator Guide.

Note that only the default desktop settings for the level can be used, as the parent level for levels used in workflows is the Workflow level and you cannot define specific desktop settings for the case where the Workflow level is the parent level.

Existing View Executes the workflow in the level entered under Level No. (i.e. if 1001 is entered under Level No., the workflow is executed in the Company+Person level).
Note: You can only edit the process once you have entered a description or short text.