Business Processes

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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 Business Process Designer Manage Executed Processes

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 Processes', 'Show Active Processes, Show De-Activated Processes

• Search processes for a set value

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.

• 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

Select this option to create a new workflow

• Delete

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

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

• Actions

Some quick access options are available in the last column for each workflow

• Process Publishing & Activation

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 to 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 to identify and manage these executed processes.