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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.
It is composed of the following columns:

  • Name → represents the name of the process

  • Description → represents the description of the process

  • Sub-processes → indicates the list of any sub-processes linked to the current process

  • CRM Module → indicates the name of the main CRM module involved in the process, which forms the basis for the initial (starting) conditions of the process

  • Active → indicates whether the process is active (yes) or inactive (no)

     

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Accessing the Process Manager Section with the “Next” Theme

To access the Process Manager section with the “Next” theme enabled, follow these steps:

1) Click on the profile icon, then select “Settings”

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2) In the left-hand menu, click on the “Business Process Manager” section, then select “Process Manager”

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LIST OF FEATURES

Below is the list of main features:

  • Delete process

  • Export BPMN process

  • Export VTE BPMN process

  • Import VTE BPMN into an existing process

  • Create process

  • Import a new process from scratch

Delete Process
By clicking the button shown in the image, you can delete the selected process.

WARNING!: Deleting a process using the X button in the Process Manager section permanently deletes the process from all related tables in the DB.
Therefore, it is important to proceed with caution when using this function, as once deleted, there will be no way to restore the process and all pending instances associated with the affected records.

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Export BPMN Process
By clicking the button shown in the image, you can export only the graphical structure of the process, excluding its configuration.

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Export VTE BPMN Process
By clicking the button shown in the image, you can export the entire process (structure + configuration).

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Import VTE BPMN into an Existing Process
By clicking the button shown in the image, you can import a new version of the selected process.

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Create Process

To create a process, follow these steps:

1) Go to the Process Manager section (see the paragraph “Accessing the Process Manager Section with the Next Theme” or “Accessing the Process Manager Section with the Next22 Theme,” depending on the theme in use)

2) Click the NEW button located at the top right

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3) Enter a name, an optional description, and then click on “CREATE NEW”

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Once the previous steps are completed, the user will be directed to the screen for configuring the process flowchart (see chapter 1.4)

Import a New Process from Scratch

To import existing processes, after navigating to the “Process Manager” section, follow these steps:

1) Click the NEW button located at the top right

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2) Enter a name, an optional description, and then click on “Import”

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