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BPM Editor
User management
Description The user management process type is used to define business processes to create and update identities and their attributes. You can use the default template included on Soffid BPM Editor and customize it with your business needs. Also, you can im...
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...
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...
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...
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 ...
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...
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...
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...
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/...
Delegation Roles
Description The delegation roles process type is used to allow the users to delegate temporary their own permissions. That process is defined by default with 3 steps, but you can add new, delete and update steps to customize your business process. Start...
Permission request
Description The permission request process type is used to define business processes to request permissions. That process is defined by default with 4 steps, but you can add new, delete and update steps to customize your business process. Start Approve ...
Account reservation
Description The account reservation process type is used to configure the use of privileges accounts. That type of process will be launched when the end-users want to connect to a system using a privileged account through the password vault. Soffid allows yo...
Permissions management
Description The permissions management process type is used to define processes used to create, update and remove permissions and account to identities. You can use the default template included on Soffid BPM Editor and customize it with your business needs....
BPM Editor
Description BPM is a technology that allows modeling, implementing, and executing processes automatically to enhance efficiency and productivity in support of enterprise goals. Soffid includes a BMP (Business Process Management) in its Smart Engine to provid...
Process types
Templates definition of process types
Self service portal examples
Introduction Here we will try to explain some user cases about different types of process to know how that processes work. That processes will be a basic user cases, but you will be able to define process as much complex as your business needs. For more info...
Configure Workflow engine
Description Soffid can use any document repository to store documents generated by workflows, reporting addon, or any other addon. The document repository can be either a local directory or a remote one accessed using FTP, SMB, HTTP protocols. Depending on t...
Business process definition
Description Soffid includes a BMP (Business Process Management) in its Smart Engine to provide useful workflows integrated with the processes and the policies of the Soffid core. In order to add extra functionality to the console, you can upload different b...
Methodology
Introduction The main goal of using Business Process Management or BPM is to improve your organization's business processes. By using these workflows you will be able to save time, not only for system administrators but also for managers and coordinators. Sy...
Introduction to BPM Editor
What is BPM? Business Process Management is a discipline for executing of management methodology to improve an organization’s business processes. That uses a combination of modeling, automation, execution, control, measurement and optimization of business act...
Delegation roles steps
Define the Delegation roles steps
Permissons request steps
Define the Permissons request steps
Examples
Self service portal examples
Account reservation steps
Define the account reservation steps
Permissions management steps
Define the Process management steps
User management steps
Define the user management steps
Soffid BPM Editor
Soffid BPM Editor
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...