Business Process Manager Manual
BPMN Introduction
1.1 Why automate a business process? Advantages and Objectives
WHAT ARE THE ADVANTAGES? The main motivations and benefits can be summarized as follows: Saving...
1.2 Process Manager Section: General Description and List of Features
GENERAL DESCRIPTION This section allows you to modify, create, import, and export BPMN processes...
1.3 Flowchart Configuration and Left Menu
FLOWCHART To view the flowchart of an existing process, click on its name in the "Name" column o...
1.4 Simbology
SYMBOLS Below is the set of symbols used to create a diagram. STAR...
1.5 BPMN Actions
Below the main BPMN actions: CREATE ENTITY UPDATE ENTITY DELETE ENTITY SEND NOTIFICATION S...
1.6 Process Helper Section: Introduction and Usage Guide
INTRODUCTION The Process Helper, as the name suggests, is a tool designed to assist those config...
2 Symbols, Fundamental Rules, and Comparison Operators
2.1 Start Event e Timer Start Event
START EVENT It represents the unique point from which each individual process begins. This means...
2.2 End Event
END EVENT It represents the endpoint of a process.Unlike the Start Event, it can be used more th...
2.3 Intermediate / Boundary Event Timer
INTERMEDIATE/BOUNDARY EVENT TIMER It represents an element widely used for managing the timing o...
2.4 Exclusive e Parallel Gateway
Exclusive Gateway Allows the process flow to split into multiple different branches.It must be p...
2.5 Conditional Task and Action Task
CONDITIONAL TASK Represents the element used to perform creation and control actions within the ...
2.6 CONNECTORS (CONNECTIONG OBJECT)
CONNECTORS (CONNECTIONG OBJECT) If the flow elements (events, activities or branches) in a proce...
2.7 Basic rules
1 - Upon process creation, the system automatically inserts a Start Event (see Chapter 2.1 for de...
2.8 Comparison Operators: Description and Use in Conditional Tasks.
The system provides several comparison operators that can be used within Conditional Tasks, which...
2.9 Comparison operators: Rules of use in initial condition tasks
Some comparison operators should be used carefully within the “Initial Condition” Tasks, i.e., th...
2.10 Configuration Section “When to run the check” in the Initial Condition Task.
Within the “Initial Condition” Tasks, i.e., those Conditional Tasks directly associated with the ...
2.11 Configuration Section “When to run the check” in Conditional Tasks
Within classic Conditional Tasks, i.e., those Tasks used to perform checks within the process, th...
2.12 Managing Visibility Permissions in Processes
As with any other standard/custom module, to configure the visibility of the Processes module you...
2.13 Process Manager: Versioning Management
Within each individual process configured in the system, there is a button called "Save Version" ...
3 BPMN Actions
3.1 Create entity
This action allows you to create records for entities within the system (standard or custom modul...
3.2 Update entity
This action allows updating an entity (instance of a module) directly involved in the process or ...
3.3 Delete entity
This action allows you to delete an entity (module instance) involved within the process. PLEA...
3.4 Send Notification
This action allows internal notifications to be sent to system users viewable in the “Notificatio...
3.5 Send Email
This action allows you to send automatic emails with the possibility of attaching documents and l...
3.6 Send Newsletter
This action allows you to send a newsletter directly from the process, linked to a static or dyna...
3.7 Create PDF
This action allows you to create a PDF document using a template defined in the "PDFmaker" sectio...
3.8 Reset Dynamic form
As of version 25.02.2, it has been renamed "Reset dynamic form." This action relates to the use o...
3.9 Cycle Rows
This action allows you to cycle and then dynamically manage the rows of a table field or a produc...
3.10 Reset Conditional Fields
This action refers to the use of process-side conditional fields. In fact, it is possible to set ...
3.11 Link Entities and Link Static Entities
LINK ENTITIES This action allows to relate between them 2 dynamic entities that present a relati...
3.12 Transfer Relations
This action allows to transfer/copy related entities from one entity to another in the process.In...
3.13 Insert Table Row and Insert Product Row
INSERT TABLE ROW This action allows you to insert rows in a table field (Figure 1 and 2) NOTE: ...
3.14 Copy the Products Block
This action allows you to copy the product block between entities involved in the process. (Figur...
3.15 Call External Web Service
Allows you to call an external REST-type Web Service previously configured in Settings -> Busines...
3.16 Cycle Related Records
This action allows you to use records (instances of a module) that have a 1- N or N - N relations...
3.17 Import Actions from...
This feature allows you to duplicate an action that has already been configured, either within th...
4 Process Helper: Header Field Configuration
4.1 Assigned to
It represents the assignee of the process helper, so in our case the user who will be shown and a...
4.2 Related to
It represents the specific record to which the process helper will be attached and on which the d...
4.3 Status
It represents the status of the process, the value “In progress” is automatically proposed (Figur...
4.4 Process name
It represents the Name of the process (which by default will always be the one defined in the “Na...
4.5 Requested action
It represents a free text field that will be shown to the user assigned to the process helper. It...
4.6 Show in related entity flag
Allows you to generate a preview mask that can be viewed directly from the detail of the record c...
4.7 2-Factor authentication flag
Allows you to request 2-factor access to confirm and save the data entered in the dynamic form of...
4.8 Show documents of the related entity flag
Allows you to view all the records in the "Documents" module related to the entity (instance of a...
5 Process Helper: Dynamic Form Configuration
5.1 Block and field management
It allows the creation of real customized forms aimed at receiving and historicizing the data ent...
5.2 Managing Properties of Individual Fields
To manage the properties of individual fields in the dynamic form, you will need to click on the ...
5.3 Import Block from Dynamic Form
If the necessary blocks and fields already exist within another dynamic form, using the “Import f...
5.4 Import Block from Module
In the event that the necessary blocks and fields already exist within a module (standard or cust...
5.5 Advanced Section
This section allows you to set advanced rules to manage the permissions for the fields of the dyn...
6 Process Helper: Examples of Use
6.1 Example of using Process Helper to request internal user data
As anticipated in the introductory chapter, one of the most common uses of the process helper con...
6.2 Example of using Process Helper to request external user data
As anticipated in the introductory chapter, one of the most common uses of the process helper con...
6.3 Example of using Process Helper to request Business Portal user data
As anticipated in the introductory chapter, one of the most common uses of the process helper con...
6.4 Example of using Process Helper to activate Process Graph
Configuring a process helper within a process allows you to activate the section called “Process ...
6.5 Example of Process Helper usage for internal process use
As anticipated in the introductory chapter, one of the uses of the process helper concerns the cr...
7 Configuring a Basic Process
7.1 Configuring a Basic Process - Quote Approval
FLOW DESCRIPTION When creating a quote with Quote Stage = “Created”, the process will be trigger...
7.2 Activation of a Basic Process - Approval of Quotation
Now let's proceed with the vision of the process in action. We then create a new quote by enteri...
8 Advanced Process Configuration
8.1 Configuring an Advanced Process - Managing Installation Renewals
FLOW DESCRIPTION When creating a new installation, the process will be triggered and will wait u...
8.2 Activating an Advanced Process - Managing Installation Renewals
Now let's proceed with the vision of the process in action. We then create a new installation by...
9 Insights on Action Cycle Related Records in Processes
10 Insights into Using Table Fields in Processes
10.1 Insights into Using Table Fields in Processes
In order to be able to exploit its content within the processes, the system provides (in the "Sel...
10.2 Partial sum of the rows of a table field involved in a loop
As anticipated in chapter 10.1, to perform the partial sum of the rows of a table field involved ...
11 Process SDK: Installation and Configuration
Within processes, it is possible to call PHP functions in order to perform operations or use data...
11.1 SDK Field Action
This type of function is normally used to enhance the fields of a record, dynamic form, etc. with...
11.2 SDK Action
It is a type of function that is used to create custom BPMN actions. You can register new action...
11.3 SDK Task Condition
It is a type of function that is used to perform custom checks in process control tasks (conditio...
11.4 Process SDK Registration Procedure
The procedure described below is the same for the 3 types of process sdk functions. Suppose we n...
12 Standard Process SDK: Description and Usage
12.1 SDK fieldAction: Sum
This SDK function allows you to perform the sum between 2 or more values that must be passed as...
12.2 SDK fieldAction: Difference
This SDK function allows you to perform the difference between 2 or more values that must be pa...
12.3 SDK fieldAction: Multiplication
This SDK function allows you to perform the multiplication between 2 or more values that must b...
12.4 SDK fieldAction: Division
This SDK function allows you to perform the division between 2 or more values that must be pass...
12.5 SDK fieldAction: vte_json_column_fields
This SDK function allows you to generate a JSON code containing the labels and values of the 2 ...
12.6 SDK fieldAction: vte_json_string
This SDK function allows you to convert a string into JSON format by managing compatibility with ...
12.7 SDK fieldAction: vte_json_field_string
It is a function similar to vte_json_string(), in fact it allows you to convert a string in JSON ...
12.8 SDK fieldAction: vte_json_record
This SDK function allows you to generate a JSON code containing the labels and values of all th...
12.9 SDK fieldAction: Format Date
This SDK function allows you to convert any date passed as input into a specific format. As the ...
12.10 SDK fieldAction: Now Date
This SDK function allows you to obtain and save today's date within any text, text area, date and...
12.11 SDK fieldAction: Diff Date
This SDK function allows you to perform the difference between two dates passed as input paramete...
12.12 SDK fieldAction: Set lead converted
This SDK function allows the system to perform a series of automations that allow the correct and...
Nuova pagina12.13 SDK fieldAction: vte_formula
This SDK function allows you to replicate the functionality of formula fields. Consequently, you ...
13 Standard Action Process SDK: Description and Usage
13.1 SDK Action: Set entity reference
This SDK function allows you to force a certain record within an entity (of the same module) invo...
13.2 SDK Action: Add comment to ticket
This SDK function allows you to generate a comment that will be inserted in the "Comments" sectio...
13.3 SDK Action: Update ModLight row
This SDK function allows you to perform an update of the existing rows of a table field present o...
13.4 SDK Action: Update DynaForm table row
This SDK function allows you to update existing rows of a table field present on a dynamic form o...
13.5 SDK Action: Set Receiving Newsletter
This SDK function allows you to enable or disable newsletter receipt for the email address associ...
14 Standard Task Condition Process SDK: Description and Usage
14.1 SDK Task Condition: Current User: User Name
This SDK function allows you to perform a check on the user who triggered the process, i.e. the u...
14.2 SDK Task Condition: Project Task usage %
This SDK function allows you to perform a comparison between a static value (passed to the functi...
15 Sub-processes
15.1 Sub-processes: Configuration and Usage Modes
Subprocesses are particular types of processes that can be called within other processes defined ...
15.2 Example: Opportunity Management Process Configuration
Main Process: Opportunity Management Process The SubProcess task is used to call other processes ...
15.3 Example: Potential Management Process Activation
PROCESS ACTIVATION At this point we have finished configuring the process and its sub-processes. ...
AI Actions
These actions allow you to integrate new AI tools into your processes and automate their use.
Call LLM
Allows you to make a request to a previously configured LLM in Settings > AI Tools > LLM. Once yo...
Call MCP tool
Allows you to make a request to a previously configured MCP server tool in Settings > AI Tools > ...
Call agent
Allows you to make a request to a previously configured agent in Settings > AI Tools > Agents. On...
Call process tool
Allows you to execute a tool process. Once the desired tool is selected, the required input param...
Examples
Below are some example applications of how these new tools can be integrated into processes. Web ...