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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 capable of creating new processes or 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

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Custom attributes

Search attributes

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

  • Search text: search by a certain text, as user name or application, etc.
  • Process ID: all the processes have an assigned an identifier ID.
  • Start date: establish the date the process was started.
  • End date: establish the date the process was finished.
  • Include completed: by default, tasks that have not yet been completed are displayed. By marking this flag, those who have concluded will also be shown.

Process attributes

Each process have a commons attributes, and specific attributes depending on the business process definition.

You can find documentation about the business processes on  Workflow settings - BPM Editor chapter

Commons process attributes
  • Proces Id: Each proces has an unique identifier.
  • Name: process name.
  • Status: determine the point of the process in a specific moment. The status value depends on the business process definition.
  • Start date: date and time when the process started.
  • End date: date and time when the process finished.
Other process information
  • Work in progress: details the specific point in which the process and associated tasks are. You can find information about the process ID, the job description for each one of them, the start date and time and the current status. The users with the proper roles could view the task details, browse and perform actions by clicking on it.
  • Actions log: summary of all the successive phases through which the process has passed, providing information on the start date and time of the phase, the user (task manager) assigned, and the action that was done.
  • View Diagram:  shows a flow chart with the tasks performed.
  • Attachments:  in some cases, for example in massive user upload processes using a CSV file, files are attached to the process so that it can be executed. These files can be consulted, by downloading or opening them directly, from this page. Additionally, if needed, it is possible to see the certificates used by the process owner.
  • Comments:  displays the comments added by the user who initialize the process.

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

    Process detail actions

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    Actions to be performed onhave a specific process:action defined on the business process definition.

    You can find documentation about the business processes on  Workflow settings - BPM Editor chapter

    The most commons actions are below:

    Cancel processClose Allows you to stop and erase the process.
    Update process definitionWhen a process had been started and the process definition (workflow) had been changed, with this option you can upgrade the process with the new changes.
    CloseCloseclose process detail page and return to previous pagepage.
    Reload Allows you to reload all process datawith the updated data.
    Take ownershipAllows you to take the ousership to approve o deny the process.
    ApproveAllows you to approve the process and performs the actions defined for that process.
    DenyAllows you to reject the process.

    Work in progress actions

    Edit task Allows you to edit a task by clicking on the record.

     

    Attachments

    Download Allows you to download the available attached files.

     

     

     

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