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1.5 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)image.png

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”

percorso_sezione_processi_1_OLD.PNG

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

percorso_sezione_processi_2_OLD.png

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.

    eliminazione_processo.png

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

    export_BPMN.PNG

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

    export_VTE_BPMN.PNG

    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.

    import_VTE_BPMN.PNG

    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

    percorso_sezione_processi_3_NEW.png

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

    percorso_sezione_processi_4.png

    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

    percorso_sezione_processi_3_NEW.png

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

    importazione_processi.png

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