Business process designer > BPMN processes > Process designer tabs / Settings tab

Settings tab

General settings of a business process can be changed on the Settings tab. Here you can schedule automatic process start on a timer, add a name template, edit the layout of the process instance summary page, select the activity stream that will be displayed on this page, etc.

Start settings

You can determine how the business process can be started.

  • “Create” Button. This option adds the process to the Create button’s context menu. The user will be able to start the process by clicking its name in the list. By default, the button can be found on the main page of the system, but it can also be added to forms and pages. Read more in the Create button article.
  • Schedule. You can set a schedule to initiate the process automatically with a certain frequency. The settings are similar to the ones of the start event. Read more in the Events article.

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In this section, as well as in the settings of the start event, you can set a schedule to initiate a process automatically on certain days, weeks, or months. You can find a detailed description in the Events article.

Process logging

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If you check the Show in Tasks assigned by me option, information about all started process instances will be shown in the Task section on the Assigned by me page.

If you check the Notify about start option, you will see a notification each time the process is launched. By default, this option is enabled.

Name

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On this tab, as well as in the settings of the Start event, you can add a name template for the process instance. Once it’s done, you won’t need to name a process instance manually every time the process is started.

In the Template field, enter a name for the process instance, add a context variable if necessary (for example, the full name of the initiator). To access the list of available variables, click the {+} icon on the right of the field.

If you created a name template in the settings of the start event, it is displayed in this section.

Instance summary page

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In this section, you can configure the layout of the instance summary page. By default, the page displays all the context variables of the process. To hide certain variables, uncheck the Show all fields option. Then drag the variables you need to see on the page from the Context column to the Name on form column.

If necessary, you can configure a custom form for the instance summary page, add or delete tabs, move fields, and change the content of the sidebar. To do this, use the form editor. Click the <Default> link in the upper left corner and select +Create Form. Read more about how to work with the form editor in this article.

You can find the instance summary page in Tasks > Assigned by me.

API

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On this tab, you can work with the APIs provided for the process, read their description, find out information about the method to be used and the URL.

  • Description. How this API is used.
  • Method. Type of HTTP request that lets the server know what kind of action you want to perform.
  • URL. Address of the request.
  • JSON package. This tab shows the request text.
  • Test. On this tab you can check the request to make sure it is error-free.

Using APIs, you can integrate ELMA365 with your information systems. For example, after a customer places an order on your website, the order handling process can start automatically.

Version history

When you modify a process, you need to publish it so that the new version is executed when it is started. All published versions of a process are displayed on the Version history tab. Here you can find information about the author, the publishing time, and the comment the author wrote. Click the map-icon icon to view the process version map. You can also restore the process to an earlier version. To do that, select the version you need, click the floppy-disc-save-icon icon, and confirm that you want the restore the process to this version.

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The configuration of the selected version will be applied to the process draft on the Flow chart tab. All saved but unpublished changes will be lost.

You can edit a restored process diagram, change the order of its activities and task forms. To apply the new version, click Save and Publish on the process designer toolbar one more time.

Note that all process instances started before the new version is published will be run and completed without the recent changes. Read more in the Publish a business process article.

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