Difference between revisions of "Business Processes"

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{{bullet2|Process Publishing & Activiation|Clicking this option will allow you to publish the workflow, using the latest draft version.  You are also able to activate one of the previous 10 versions of the workflow or copy them back to the draft version.}}
 
{{bullet2|Process Publishing & Activiation|Clicking this option will allow you to publish the workflow, using the latest draft version.  You are also able to activate one of the previous 10 versions of the workflow or copy them back to the draft version.}}
 
{{bullet2|Copy process|Create an identical copy of this workflow}}
 
{{bullet2|Copy process|Create an identical copy of this workflow}}
{{bullet2|Rename process|Rename this workflow. This can only be done when the workflow as no executed processes with a status of active or suspended}}
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{{bullet2|Rename process|Rename this workflow. This can only be done when the workflow as no executed processes with a status of active or suspended. Use the ''Manage Executed Processes'' option identify and manage these executed processes.}}
{{bullet2|Delete process|Delete this workflow. This can only be done when the workflow as no executed processes with a status of active or suspended}}
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{{bullet2|Delete process|Delete this workflow. This can only be done when the workflow as no executed processes with a status of active or suspended. Use the ''Manage Executed Processes'' option identify and manage these executed processes.}}
  
 
[[Category:Administration]]
 
[[Category:Administration]]

Revision as of 01:04, 30 September 2021

Home > Administration > Business Processes Index

Introduction

Business Processes provide an easy, yet extremely powerful method of automating a number of aspects within Hornbill. Each app that uses Business Processes will have the Business Process card displayed when you navigate to the app within Administration.

Related Articles

Tool Bar

  • Filter
Filter the list of Business Processes by typing text that will match against the following fields: Workflow name, Category, Created By, and Updated By
  • Status Filter
Filter the list of Business Processes by status using the options Show All ProcessesShow Active Processes, Show De-Activated Processes
  • Manage Executed Processes
Select this option to open a list of Executed Processes. This is a great tool for identifying and fixing issues with Executed Processes
  • Create New
Bpmaddstagebutton.png
Select this option to create a new workflow
  • Delete
DeleteBPM.png
Delete one or more workflows that have been selected in the list of workflows. This option will only be available once a workflow has been selected

List

  • Column Headings
Each heading can be clicked on to change the order in which the workflows are displayed
  • Workflow
Name of each individual workflow. This can be clicked on to view and edit the selected workflow within the Business Process Designer
  • Actions
Some quick access options for managing the workflow
  • Process Publishing & Activiation
Clicking this option will allow you to publish the workflow, using the latest draft version. You are also able to activate one of the previous 10 versions of the workflow or copy them back to the draft version.
  • Copy process
Create an identical copy of this workflow
  • Rename process
Rename this workflow. This can only be done when the workflow as no executed processes with a status of active or suspended. Use the Manage Executed Processes option identify and manage these executed processes.
  • Delete process
Delete this workflow. This can only be done when the workflow as no executed processes with a status of active or suspended. Use the Manage Executed Processes option identify and manage these executed processes.