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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...
12.3 SDK fieldAction: Multiplication
This SDK function allows you to perform the multiplication 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 und...
12.4 SDK fieldAction: Division
This SDK function allows you to perform the division 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 understan...
12.5 SDK fieldAction: vte_json_column_fields
This SDK function allows you to generate a JSON code containing the labels and values of the 2 or more fields passed as parameters. As the first parameter, you must pass the crmid of the record from which you want to extract the information, instead as subs...
12.6 SDK fieldAction: vte_json_string
This SDK function allows you to convert a string into JSON format by managing compatibility with special characters, so as to format them correctly and avoid conflicts with it. It is mainly used to format strings in order to perform REST Web Service calls (al...
12.7 SDK fieldAction: vte_json_field_string
It is a function similar to vte_json_string(), in fact it allows you to convert a string in JSON format in the same way by managing compatibility with special characters, so as to format them correctly and avoid conflicts with it. It is also mainly used to fo...
12.8 SDK fieldAction: vte_json_record
This SDK function allows you to generate a JSON code containing the labels and values of all the fields of a module instance (record) passed as input. The only parameter to be passed is the crmid of the record from which you want to extract the information ...