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...

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

3.1 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

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 Block and field management

5.2 Managing Properties of Individual Fields

5.3 Import Block from Dynamic Form

5.4 Import Block from Module

5.5 Advanced Section

6.1 Example of using Process Helper to request internal user data

6.2 Example of using Process Helper to request external user data

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

6.4 Example of using Process Helper to activate Process Graph

6.5 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

12.7 SDK fieldAction: vte_json_field_string

12.8 SDK fieldAction: vte_json_record

12.9 SDK fieldAction: Format Date

12.10 SDK fieldAction: Now Date

12.11 SDK fieldAction: Diff Date

12.12 SDK fieldAction: Set lead converted

12.13 SDK Action: Set entity reference

12.14 SDK Action: Add comment to ticket

12.15 SDK Action: Update ModLight row

12.16 SDK Action: Update DynaForm table row