Process Search

Description

A process is a series of actions, connected by transitions. An action could be either an automatic action or a manual task.

Soffid console is concerned about task delegation and workflow management. Any user is able to create new processes or any user can be assigned as an actor for a task belonging to a process.

Process Search page allows users to search process by different criteria, to view the process details and to perform the proper actions depending on the user roles.

In order to view a task, a security constraint must be accomplished. The user must have granted the observer or administrator role on the specific project version or has been assigned as a potential actor of it at some time.

Screen overview

Custom attributes

Search attributes

The search can be performed by setting certain parameters, which are as follows:

Process attributes

Each process has commons attributes and specific attributes depending on the business process definition.

You can find documentation about the business processes on BPM Editor Book

Commons process attributes
Other process information

Actions

Process query actions

Actions to be performed on the process list:

Search

Allows you to query the processes with the indicated parameters.

Download CSV file

Allows you to download a CSV file with the list of processes. You can open the hamburger icon and Download CSV File.

Table Filters

Allows you to filter data in each column of the table.

Process detail actions

Each process has a specific action defined on the business process definition.

You can find documentation about the business processes on BPM Editor Book

The most commons actions are below:

Close

Allows you to close the process detail page and return to the previous page.

Reload

Allows you to reload all process data with the updated data.

Take ownership

Allows you to take the ownership to approve o deny the process.

Approve

Allows you to approve the process and perform the actions defined for that process.

Deny

Allows you to reject the process.

Work in progress actions

Edit task

Allows you to edit a task by clicking on the record. When you click the task, you will browse to the task detail and it will be allowed to perform actions defined to users with the proper permissions.

Attachments

Download

Allows you to download the available attached files.





Revision #24
Created 18 March 2021 09:58:01 by pgarcia@soffid.com
Updated 6 October 2022 07:56:08 by pgarcia@soffid.com