How to use Advanced BPMN Actions

1 - Table field 2 - Send newsletter 3 - Web service integration

1 - How to create a Table field

Table field use

This type of field allows to have more type of fields in it.
It is displayed as a table formed by N columns (depending on the number of fields configured) and N lines (depending on the number of lines the user decides to add). It is useful to store more information in one field.
Here below we can find and example.

First we proceed by creating a new table field in the desired module.
In this case the field will be used to manage the Asset renewals, therefore it will be created in the corresponding module.

Once the table field is created the configuration window above will open.
At this point, is possible to add and name the different type of fields in it (Text, Number, Date…).
In this case for each line 6 fields will be present (Text, Date, Email, Telephone, Text Area), 3 of which are mandatory.

1 - Basic Process configuration - Installation renewals

 

Let’s proceed with the creation of an easy process to manage the renewal of an Asset.
When an installation expires the user will switch the Status to “Out of Order”.
At this point the process will begin.
An eventual renewal will be notified to the user in charge through a pop up.
Once one ore more renewals are inserted the record will be updated.

Below you can display the process.
To enable it tick the “Active” box, once ended the chart and the settings.

 

This is the first Task of the process.
As previously said, this must be a Condition Task in order to define the starting entity and its starting features.
In this case the starting entity is the Asset module and the process will begin when the record status will be set on “Out of Service” and a previous renewal is not present, that is to say renewals lines (Table field) equal to zero.

 

In the following Task, ScriptTask, the Process Helper is set in order to show the pop up to the assignee for possible
renewals.

It is then assigned to the latter by “picking” the assignee of the module from the picklist, we link the entity Assets (related ID), we select the checkbox “show popup in the linked entity” and we include a block with the desired fields. In this case there are two fields:

 

This is the table field shown in the pop up, the one that, once filled, will be updated in the linked record. In fact the inserted fields are the same as the ones created in the module.

 

At this point, we check if the user has filled the renewal fields. It is possible to check the number of lines inserted,
for example “minimum one”, or check, like in this case, if the user has inserted the renewal notes.
The reference entity it’s the dynamic form previously set.
The process is on hold until that condition is true.