ELMA365 has two types of business processes:
- Sequence diagram. The process is described in a sequence of steps and is associated with apps.
- BPMN. A classic model of building business processes using BPMN graphic elements.
How to create a new process
Only users included in the Administrators group can model processes.
To create a business process workflow, go to the app, click and select Business Processes.
In the upper right corner, click + Process.
In the pop-up window, fill in the fields, select the Type – Workflow and click Create.
The process page for creating a sequence diagram opens.
In the upper right corner, you can see the following tabs:
- Workflow. Sequence diagram of the process.
- Context. Variables used in the process. All added variables are automatically added to the app context.
- Statuses. Add and configure the statuses for app items, associated with the business process.
- Scripts. All scripts used in this business process.
- Settings. General process settings: start settings, name template, associated activity stream, API.
Configuring process steps
The sequence diagram process page features simplified tools of the BPMN process designer. Process steps are created and executed as a sequence. To create a new step, click + Add step.
The Task step appears. To change the step type, click on its icon. In the pop-up window, select the needed type of the step.
The following step types are available:
- Start Process;
- Transition to step;
- Change status;
- Create app item;
- Edit app item;
- Get superior;
- Generate from template;
- E-mail notification;
- Send message.
When you hover the mouse over the step number, the gear and recycle bin icons appear. They are used to access the settings window and to delete a step.
The settings form depends on the step type. Read more about that in this article.
In addition, you can configure transitions between process steps. Read more about that in this article.
The Executor field contains the process executor details. Select the user, group, or an org chart item. The employee you select will be responsible for the task execution.
If you leave the Executor field empty, the system will issue a warning during the process check. Regardless, you will be able to publish the process, and the system will automatically select the Initiator as a responsible user.
If you select the group of users or a department, the task will be assigned to all included members. As soon as somebody starts working with the task, it will be removed from everybody else’s task pages.
You can set conditions for each step.
The step will be executed if the conditions are met. Otherwise, the step will be skipped.
To create a new condition, click .
- Operand 1, 2. Select a property from the process context or specify a particular value.
- Operation. Select the operator for checking this condition.
If you want to set up multiple conditions, you have to link them with logical operators that will be used for checking the conditions. The field will be shown if the result is true.
- AND: the result is True if both conditions are met;
- OR: the result is True if at least one of the conditions is met;
- OR NOT: the result is True if at least one of the conditions is not met;
- AND NOT: the result is True if both conditions are not met.
Note that conditions are checked in the order they are listed.
Save, check, publish the process
After the diagram is ready, you need to save it, check, and publish. To do this, use the buttons at the top toolbar.
Save. The process diagram will be saved as a draft, while the published process will not be modified.
Check. The process diagram will be checked for logical errors. If the diagram contains errors, a warning will appear at the bottom of the page. Otherwise, the Process is correct message will appear at the top of the page.
Publish. The program can only execute published processes. Make sure to publish the process every time you modify it. Saved, but not published changes will not be available to users during the execution of the business process.
Debug. During debugging, the process operations are run step by step in real time. You can check the process logic, make sure that the task forms are created correctly, and test all the scripts.