Get Started

In this topic you can find the steps to automate a business process and how to create instances of these processes, also known as Work items.

Automating a business process

1. Click on the link below to import a sample process:

Click here to import the sample process

As a result, the process is shown in the process editor.

../../_images/sample-process.png

2. Click the ‘Properties’ tab at the right side and turn on ‘Process automation’

../../_images/activate-automation.png

After enabling the feature the tool will show a confirmation message:

../../_images/activate-confirmation.png

3. For each lane of the process set up the responsability by defining a Performer. Select the lane and at the ‘Properties’ tab at the right side click the plus icon, add a person to the configuration and confirm. Repeat this configuration for each lane of the process.

../../_images/performer1.png ../../_images/performer2.png

4. Select the first task of the process and click the icon of the image below to add a data object:

../../_images/form-editor.png

Next, click the icon highlighted below to show the forms editor:

../../_images/form-editor-data-object.png

5. At the form editor click ‘New property’ to create a new field.

../../_images/form-editor-create-property.png

Enter the configuration of the new field and confirm:

../../_images/field-configuration.png

Finally, complete the configuration using the 3 points icon (see the image below):

../../_images/complete-field-points.png ../../_images/complete-field.png

To finish the creation just click the close icon at the top right corner.

../../_images/close-config-field.png

6. At the right side click the ‘Actions’ tab and click ‘Validate’.

../../_images/validate.png

If the process configuration is all right then the tool will show a confirmation message like this:

../../_images/validation-confirmation.png

7. At the right side click the ‘Actions’ tab and click ‘Activate’.

../../_images/activate.png

If the process configuration is all right then the tool will show a confirmation message at the right bottom corner:

../../_images/activation-confirmation.png

Executing a process instance

In this topic you will learn how to create and manage instances of business processes, also known as ‘Work items’.

1. At the right top click on the “hamburguer” icon to show the main menu.

../../_images/01-menu-icon1.png

2. Click ‘Workspace’ to expand the menu item and then click ‘Home’.

../../_images/go-to-workspace.png

On the next page you can see an empty grid and a button at the left top corner.

../../_images/workspace-home.png

3. In the Workspace home page, click ‘New’ to create a new instance of process.

../../_images/workspace-new.png

Note

In this example we are using a simple process that starts when a user fill out a form. In addition, there are several ways to start a process such as by a timer, web service call etc.

To know more about initiators take a look at the start events at the Toolbox of the Process Editor.

../../_images/start-events.png

4. In the process selector dialog, click the play button.

../../_images/workspace-play.png

5. In the work item dialog at the top, enter the subject of the work item and hit Enter.

../../_images/workspace-subject.png

6. At the center, enter the name of a person.

../../_images/workspace-name.png

7. At the right side, select ‘task 1’ and click ‘Next’.

../../_images/workspace-next-gateway.png

8. At the top, click on the cloud icon to save and then click at the X to close the dialog.

../../_images/workspace-save.png