Difference between revisions of "Business Processes"
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(Created page with "When setting up or amending workflow there are two pages you will need to know how to use. :# BPM list view - This displays a list of all active and in-active workflows that ...") |
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| − | + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/customize/workflows/workflow-designer/ Hornbill Document Library]. | |
| − | : | + | [[file:hornbill-document-library.png|Workflow Designer|link=https://docs.hornbill.com/servicemanager-config/customize/workflows/workflow-designer/]] |
| − | == | + | <!-- |
| − | [[File: | + | |
| + | {{bluebanner|[[Main Page|Home]] > [[Administration]] > Business Processes|[[:category:administration|Index]]}} | ||
| + | {{IntroAndLinks|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.| | ||
| + | :* [[Business Process Designer]] | ||
| + | }} | ||
| + | == Tool Bar == | ||
| + | {{bullet1|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}} | ||
| + | {{bullet1|Status Filter|Filter the list of Business Processes by status using the options ''Show All Processes', 'Show Active Processes'', Show De-Activated Processes}} | ||
| + | {{bullet1|Search processes for a set value|[[file:searchbpmsbutton.png|22px|left|link=]] This option will search all of your existing workflows for a string of text. For example, you can search on a User ID to locate all the workflows where that User ID has been set within the workflow options.}} | ||
| + | {{bullet1|Manage Executed Processes|[[file:manageExecutedProcessesButton.png|140px|left|link=]] Select this option to open a list of Executed Processes. This is a great tool for identifying and fixing issues with Executed Processes}} | ||
| + | {{bullet1|Create New|[[File:bpmaddstagebutton.png|20px|left|link=]] Select this option to create a new workflow}} | ||
| + | {{bullet1|Delete|[[File:deleteBPM.png|21px|left|link=]]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 == | ||
| + | {{bullet1|Column Headings|Each heading can be clicked on to change the order in which the workflows are displayed}} | ||
| + | {{bullet1|Workflow|Column that displays the name of each individual workflow. This can be clicked on to view and edit the selected workflow within the [[Business Process Designer]]}} | ||
| + | {{bullet1|Actions|Some quick access options are available in the last column for each workflow}} | ||
| + | {{bullet2|Process Publishing & Activation|[[file:ppandabutton.png|20px|left|link=]] 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|[[file:copybpmlistbutton.png|20px|left|link=]] Create an identical copy of this workflow}} | ||
| + | {{bullet2|Rename process|[[file:editbpmlistbutton.png|20px|left|link=]] 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 to identify and manage these executed processes.}} | ||
| + | {{bullet2|Delete process|[[file:delBPMlistbutton.png|20px|left|link=]] 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 to identify and manage these executed processes.}} | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 20:54, 18 March 2024
This document can now be found at its new location in the Hornbill Document Library.
