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)

Figure 8

B) “Renewal Information” block (see Figure 9) with the following fields:
1 “Renewals” table field (see Figure 10) with the following columns:
1.1 “Renewal Name” (text field)
1.2 “Start Date” (date field)
1.3 “End Date” (date field)
1.4 “Additional Notes” (text area field)
N.B: We set the read-only permissions in both the table field and the individual columns since only past renewals will be reported in it
2 “Action” (picklist field) with the following values: empty, “Renew” and “Do not renew” (see Figure 11)-“Number of Months for Renewal” (number field)
3 “Additional Notes” (text area field)
4 “Reason for Renewal Refusal” (text area field)

Figure 9

Figure 10

Figure 11

Dynamic Form Reset Action Configuration

Let's create a "Dynamic Form Reset" action so that at the next renewal the process helper can be filled again as the values ​​of the fields in the form will be reset (see Figure 12).

Figure 12

Conditional fields configuration on dynamic form

Let's set up a series of rules to manage the visibility permissions of the form fields in order to provide the user with a clearer and more efficient filling experience.

So let's create the following rules:
-if Action equals Do not renew hide Number of months Renewal, Additional notes and put mandatory Reason for refusal of renewal (see Figures 13 and 14)

Figure 13



Figure 14

-if Past Renewals table field has 0 rows hide it (see Figures 15 and 16)



Figure 15



Figure 16

-if Action equals Renew, set the Number of months of renewal as mandatory and hide the Reason for refusal of renewal (see Figures 17 and 18)



Figure 17



Figure 18

-if Action equals empty hide Number of months Renewal, Additional Notes and Reason for Renewal Refusal (see Figures 19 and 20)



Figure 19



Figure 20

In the ScriptTask “Cycle renewals and insert into dynamic form” we configure an action to cycle related records and insert into the table field “Past Renewals” to give the user visibility of all past renewals (see Figure 21). 
Then in each column of the table field we insert the “current” value of the corresponding fields of the Renewals form (see Figure 22).

Figure 21



Figure 22

In the Condition Task “PH renewal management control” we are going to perform a check on the “Action” field of the process helper form to direct the process in the branch related to the value entered by the user (see Figure 23)

Figure 23

In the next gateway we associate each group of conditions (inserted in the previous task) with the corresponding branch to follow (see Figure 24)



Figure 24

Configuring the elements following the “Do not renew” branch

In the “Update renewal refusal reason” ScriptTask we configure an update entity action to update the “Renewal refusal reason” field of the installation with the content of the “Renewal refusal reason” field of the process helper form (see Figure 25).

Figure 25

The endEvent must also be configured, because we have involved a process helper in the process, so it is necessary to activate a process helper inside it to set the process status to “Terminated” (see Figure 26)

Figure 26

Configuring the elements following the “Renew” branch

In the “Update installation data” ScriptTask we configure an update entity action to update the value of the following fields (see Figure 27):

-“Next renewal expiration date”: Now + variable of the “Number of months Renewal” process helper form
-”Status”: “In Service”

Figure 27

In the ScriptTask “Cycle previous renewals and deactivate them” we configure an action “Cycle related records and update entities” to update all renewals linked to the installation by setting their status to “Inactive” (see Figures 28 and 29)



Figure 28



Figure 29

In the “Create renewal and link it to the installation” ScriptTask we configure a create entity action to create a renewal form record and link it to the installation (see Figure 30).



Figure 30

In the ScriptTask “Update renewal name” we configure an update entity action on the renewal to update the “Renewal Name” field by inserting the contents of the field itself and then the contents of the “Renewal Number” variable.
In this way, each renewal that will be created will have a first part composed of the word “Renewal” and a second part composed of a progressive dynamic number (Renewal Name). (See Figure 31)

Figure 31