3.A AI Actions

These actions allow you to integrate the new AI tools into your processes, enabling their use to be automated.

3.A.1 Call LLM

This action allows you to send a request to an LLM that has been previously configured in Setting...

3.A.2 Call MCP Tool

This action allows you to send a request to an MCP server tool that has been previously configure...

3.A.3 Call Agent

This action allows you to send a request to an agent that has been previously configured in Setti...

3.A.4 Call Process Tool

This action allows you to execute a process tool. Once the desired tool has been selected, the ex...

3.A.5 Examples

Below are some example applications showing how these new tools can be integrated into processes....

1.1 Why automate a business process? Advantages and Objectives

1.2 Process Manager Section: General Description and List of Features

1.3 Flowchart Configuration and Left Menu

1.4 Simbology

1.5 BPMN Actions

1.6 Process Helper Section: Introduction and Usage Guide

2.1 Start Event e Timer Start Event

2.2 End Event

2.3 Intermediate / Boundary Event Timer

2.4 Exclusive e Parallel Gateway

2.5 Conditional Task and Action Task

2.6 CONNECTORS (CONNECTIONG OBJECT)

2.7 Basic rules

2.8 Comparison Operators: Description and Use in Conditional Tasks.

2.9 Comparison operators: Rules of use in initial condition tasks

2.10 Configuration Section “When to run the check” in the Initial Condition Task.

2.11 Configuration Section “When to run the check” in Conditional Tasks

2.12 Managing Visibility Permissions in Processes

2.13 Process Manager: Versioning Management

3.0 Execution Modes for BPMN Actions

3.1 Create entity

3.2 Update entity

3.3 Delete entity

3.4 Send Notification

3.5 Send Email

3.6 Send Newsletter

3.7 Create PDF

3.8 Reset Dynamic form

3.9 Cycle Rows

3.10 Reset Conditional Fields

3.11 Link Entities and Link Static Entities

3.12 Transfer Relations

3.13 Insert Table Row and Insert Product Row

3.14 Copy the Products Block

3.15 Call External Web Service

3.16 Cycle Related Records

3.17 Import Actions from...

3.18 Cycle Record

3.A.1 Call LLM

3.A.2 Call MCP Tool

3.A.3 Call Agent

3.A.4 Call Process Tool

3.A.5 Examples

4.1 Assigned to

4.2 Related to

4.3 Status

4.4 Process name

4.5 Requested action

4.6 Show in related entity flag

4.7 2-Factor authentication flag

4.8 Show documents of the related entity flag

5.1 Configure Shortcuts

5.2 Block and field management

5.3 Managing Properties of Individual Fields

5.4 Import Block from Dynamic Form

5.5 Import Block from Module

5.6 Advanced Section

6.1 Example of using Process Helper for internal user data requests – standard version

6.2 Example of using Process Helper for internal user data requests – quick-button version

6.3 Example of using Process Helper to request external user data

6.4 Example of using Process Helper to request Business Portal user data

6.5 Example of using Process Helper to activate Process Graph

6.6 Example of Process Helper usage for internal process use

7.1 Configuring a Basic Process - Quote Approval

7.2 Activation of a Basic Process - Approval of Quotation

8.1 Configuring an Advanced Process - Managing Installation Renewals

8.2 Activating an Advanced Process - Managing Installation Renewals

9.1 Partial sum of related records involved in a cycle

10.1 Insights into Using Table Fields in Processes

10.2 Partial sum of the rows of a table field involved in a loop

11.1 SDK Field Action

11.2 SDK Action

11.3 SDK Task Condition

11.4 Process SDK Registration Procedure

12.1 SDK fieldAction: Sum

12.2 SDK fieldAction: Difference

12.3 SDK fieldAction: Multiplication

12.4 SDK fieldAction: Division

12.5 SDK fieldAction: vte_json_column_fields

12.6 SDK fieldAction: vte_json_string