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6.2 Example of using Process Helper to request external user data
As anticipated in the introductory chapter, one of the most common uses of the process helper concerns the creation of customized masks that can be presented to external users in order to request and save information. The blocks and fields that make up these ...
6.3 Example of using Process Helper to request Business Portal user data
As anticipated in the introductory chapter, one of the most common uses of the process helper concerns the creation of customized forms that can be presented to Business Portal users in order to request and save information. For details on the conditions and ...
6.4 Example of using Process Helper to activate Process Graph
Configuring a process helper within a process allows you to activate the section called “Process Graph” available in the “PROCESS GRAPH” tab of the details of each individual record (Figure 1) Figure 1 From this screen you can view the path taken from star...
6.5 Example of Process Helper usage for internal process use
As anticipated in the introductory chapter, one of the uses of the process helper concerns the creation of virtual spaces in which to store data or carry out operations necessary exclusively within the process (and which therefore would be useless to historici...
7.1 Configuring a Basic Process - Quote Approval
FLOW DESCRIPTION When creating a quote with Quote Stage = “Created”, the process will be triggered and will present the members of the “Management” group with a process helper in popup mode, requesting their completion. In case of confirmation, an internal n...
7.2 Activation of a Basic Process - Approval of Quotation
Now let's proceed with the vision of the process in action. We then create a new quote by entering the requested information (Figure 1) Figure 1 After saving, the process will start by presenting a preview mask to each member of the “Direction” group (Fig...
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 mod...
8.2 Activating an Advanced Process - Managing Installation Renewals
Now let's proceed with the vision of the process in action. We then create a new installation by entering the required information (see Figure 1). Figure 1 After saving, the process will start by positioning itself on the timer to wait for the “Next ren...
9.1 Partial sum of related records involved in a cycle
To perform the partial sum of the records of a specific module having a 1-N or N-N relationship with the starting module, it is not possible to use the "Sum" item, since the system will always take into account ALL related records. Therefore, to obtain the de...
10.1 Insights into Using Table Fields in Processes
In order to be able to exploit its content within the processes, the system provides (in the "Select option" picklist) a dedicated section for each table field involved in the modules or dynamic forms associated with the process (Figure 1) Figure 1 By clic...
10.2 Partial sum of the rows of a table field involved in a loop
As anticipated in chapter 10.1, to perform the partial sum of the rows of a table field involved in a cycle, it is not possible to use the "Sum" item, since the system will always take into account ALL the rows present within the table field. In fact, the "Su...
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11.1 SDK Field Action
This type of function is normally used to enhance the fields of a record, dynamic form, etc. with values calculated using the following method: SDK::setProcessMakerFieldAction($func, $src, $label, $parameters='');$func : function name$src : file path contai...
11.2 SDK Action
It is a type of function that is used to create custom BPMN actions. You can register new actions with the following method: SDK::setProcessMakerAction($func, $src, $label);$func : name of the function$src : path to the file containing the function$label : l...
11.3 SDK Task Condition
It is a type of function that is used to perform custom checks in process control tasks (conditional tasks). To register them, use the method: SDK::setProcessMakerTaskCondition($func, $src, $label)$func : name of the function$src : path to the file containin...
11.4 Process SDK Registration Procedure
The procedure described below is the same for the 3 types of process sdk functions. Suppose we need to create and register a “FIELD ACTION” type SDK function that allows you to perform the division between multiple values.Once written, it must be inserted int...
12.1 SDK fieldAction: Sum
This SDK function allows you to perform the sum between 2 or more values that must be passed as parameters.Being a fieldAction type function, it can be called within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better understand how...
12.2 SDK fieldAction: Difference
This SDK function allows you to perform the difference between 2 or more values that must be passed as parameters.Being a fieldAction type function, it can be called within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better underst...