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How to install BPM Editor in Soffid
Installation Download Please download the Soffid BPM Editor add-on. You could download it at the following link http://www.soffid.com/download/enterprise/ if you have a Soffid user with authorization, or in the following http://download.soffid.com/download/...
Screen
Description This step is used to define the custom form that will be used by the users who have to approve or to reject the generated task. To configure that step will be necessary to determine the fields that will be show to the users, and the actions that t...
Detect duplicated user
Definition That step is used to define the proper rules to determine the potential conflicts between the identity for who is the request, and the Soffid existing identities. Whit that definition, Soffid will find the potential conflicts, and the end-user coul...
Apply changes
Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...
Custom
Definition This step is used to define a custom script that will be executed Steps Tabs Task details All the process types have the same Task details for the Custom step: Script: allows you to define a Script this step allows you to add a script to be ...
Definition This step allows you to configure the necessary parameters to send an email when the flow reaches this point. That mail will be an informative mail, and the receptor could not perform any action from the mail. To send mail, you will need to config...
Fork
Definition This step is used to divide the workflow into two or more paths that will run in parallel, allowing multiple activities to run simultaneously. /====> path 1 =====\ Fork ==== ==> Join \====> path...
Join
Definition This step is used to combine two or more parallel paths into one path. Steps Tabs Task details This process type does not have task details for the fork step. Incoming transitions The Incoming transitions tab displays the previous steps where...
End
Description The end step finalizes the process. It is the last step of the workflow. Steps Tabs Task details This process type does not have task details for the start step. Incoming transitions The Incoming transitions tab displays the previous steps wh...
Grant approval
Description This step is used to define the custom form that will be used by the users who have to approve or reject the generated task. To configure that step will be necessary to determine the fields that will be shown to the users, and the actions that the...
Apply changes
Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...
Definition This step allows you to configure the necessary parameters to send an email when the flow reaches this point. That mail will be an informative mail, and the receptor could not perform any action from the mail. To send mail, you will need to config...
Fork
Definition This step is used to divide the workflow into two or more paths that will run in parallel, allowing multiple activities to run simultaneously. /====> path 1 =====\ Fork ==== ==> Join \====> path...
Join
Definition This step is used to combine two or more parallel paths into one path. Steps Tabs Task details This process type does not have task details for the fork step. Incoming transitions The Incoming transitions tab displays the previous steps where...
End
Description The end step finalizes the process. It is the last step of the workflow. Steps Tabs Task details This process type does not have task details for the start step. Incoming transitions The Incoming transitions tab displays the previous steps wh...
Screen
Description This step is used to define the custom form that will be used by the users who have to approve or to reject the generated task. To configure that step will be necessary to determine the fields that will be show to the users, and the actions that t...
Apply changes
Definition This step is used to assign permission to a user to access the protected resource. Steps Tabs Task details Grant account access: check it (option selected Yes ) if you want to give grant account access to the protected resource. Incoming tr...
End
Description The end step finalizes the process. It is the last step of the workflow. Steps Tabs Task details This process type does not have task details for the start step. Incoming transitions The Incoming transitions tab displays the previous steps wh...
Grant approval
Description This step is used to define the custom form that will be used by the users who have to approve or reject the generated task. To configure that step will be necessary to determine the fields that will be shown to the users, and the actions that the...
Apply changes
Definition This step is used to assign permission to a user to access to the protected resource. Steps Tabs Task details Grant account access: check it (option selected Yes ) if you want to give grant account access to the protected resource. Incoming...