8.1 Configuring an Advanced Process - Managing Installation Renewals

FLOW DESCRIPTION

When creating a new installation, the process will be triggered and will wait until the “Next renewal expiration date” is reached.

Once the established time condition has been verified, the process will present a process helper in pop-up mode and will request its completion by the installation assignee.

If the renewal is confirmed, a new renewal will be created, the “Next renewal expiration date” of the installation will be updated and finally the timer will return to wait until the “Next renewal expiration date” just entered is reached.

Otherwise, the process will end after updating the installation with the renewal refusal reason entered by the user.

RENEWALS MODULE:

In order to better historicize all the renewals performed, we create a “Renewals” module with an N to 1 relationship with the “Installations” module and composed of the fields shown in Figure 1

Figure 1

INSTALLATIONS MODULE REQUIREMENTS:

In the “Installations” module, we create the following fields:
-”Next renewal expiration date” (date field)
-”Reason for refusal of renewal” (text area field)

ELEMENTS REQUIRED IN THE PROCESS

To do this process, we will need the elements listed below:

-Condition Task

-Action Task

-Timer Intermediate Catch Event

-Gateway

-End Event

If their operation is not clear, we recommend first consulting chapter 2 of the process manual.

FLOW DIAGRAM CONFIGURATION

We use the elements mentioned above to set up a diagram like the one shown in Figure 2

Figure 2

CONFIGURATION OF INDIVIDUAL ELEMENTS OF THE FLOW

Let's proceed with the configuration of the individual elements that make up the process flow.

Let's start with the Condition Task "Create new installation".
In the "When to run the check" section, select the "At creation" option to start the process only when the installation is created.

Figure 3

In the “Process Graph” ScriptTask we configure a process helper that we will use to be able to display the process graph in the “Process Graph” tab of the connected entity (see Figure 4).



Figure 4

In the Timer intermediate catch event we set the following configuration:
Wait 0 “Before” “Other” → variable “Next installation renewal date” (see Figure 5).

Figure 5

In the ScriptTask “Update installation status to Out of Service” we configure an Update Entity action to set the installation status to “Out of Service” (see Figure 6)



Figure 6

In the UserTask “PH renewal management” we configure a process helper in order to request the user for the information necessary for managing the renewal.

“Process Helper” block configuration:

-in the “Assigned to” field we insert the assignee of the installation

-in the “Linked to” field we insert the installation ID

-in the “Process Name” field we indicate the name that will be assigned to the process in this specific step, then we insert the static part “Renewal Management” followed by the value of the “Installation Name” variable

-in the “Requested Action” field we insert a brief description of the activity to be performed

-we check the “Show in the linked entity” checkbox to activate the process helper popup mode

The result will be the one shown in Figure 7.

Figure 7

Dynamic form configuration:

In the dynamic form we create the following blocks:

A) “Installation Information” block (see Figure 8) with the following fields:
1 “Installation Name” (text field)
2 “Company” (picklist field)
3 “Date to service” (date field)
4 “Status” (picklist field)