210 lines
24 KiB
HTML
210 lines
24 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="en">
|
||
|
||
<head>
|
||
<title>Business process modeling in BRIX</title>
|
||
<meta name="generator" content="Help+Manual" />
|
||
<meta name="keywords" content="" />
|
||
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
|
||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<meta name="description" content="A business process model (flow chart diagram) describes all the actions that employees must perform in order to achieve a specific goal of the company. The description is done..." />
|
||
<meta name="picture" content="" />
|
||
<meta property="og:type" content="website" />
|
||
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
|
||
<meta property="og:url" content="https://brix365.com/en/help" />
|
||
<meta property="og:image" content="" />
|
||
<link rel="icon" href="favicon.png" type="image/png" />
|
||
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
|
||
<link rel="stylesheet" href="./jquery-ui.min.css" />
|
||
<link rel="stylesheet" href="default.css" />
|
||
<link rel="stylesheet" href="./search-yandex.css" />
|
||
<link rel="stylesheet" href="./article.css" />
|
||
<link rel="stylesheet" href="./glossary.css" />
|
||
<link rel="stylesheet" href="./theme.css" />
|
||
<script type="text/javascript" src="jquery.js"></script>
|
||
<script type="text/javascript" src="helpman_settings.js"></script>
|
||
<script type="text/javascript" src="helpman_topicinit.js"></script>
|
||
|
||
<script type="text/javascript" src="highlight.js"></script>
|
||
<script type="text/javascript">
|
||
$(document).ready(function(){highlight();});
|
||
</script>
|
||
</head>
|
||
|
||
<body>
|
||
|
||
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
|
||
|
||
<header class="header elma-365">
|
||
<div class="container">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-en.svg" alt="header logo">
|
||
</a>
|
||
<!-- <div class="hero__search-form" id="search-panel">
|
||
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
|
||
<label class="search-form__label">
|
||
<span id="reset-search" class="search__icon"></span>
|
||
<input class="search-form__input" type="text">
|
||
</label>
|
||
<input class="search-form__submit" type="submit" value="Submit">
|
||
</form>
|
||
</div> -->
|
||
|
||
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
|
||
<div class="hero__search">
|
||
<a href="#" id="search-icon" class="hero__search-icon">
|
||
<img src="search-icon-white.svg" alt="search string">
|
||
</a>
|
||
<a href="#" id="side-menu-icon" class="hero__side-icon">
|
||
<img src="side_menu.svg" alt="side menu">
|
||
</a>
|
||
</div>
|
||
<div class="header__navi">
|
||
|
||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||
|
||
|
||
</div>
|
||
</div>
|
||
|
||
</header>
|
||
|
||
|
||
|
||
|
||
<main class="main container">
|
||
|
||
<aside class="sidebar" id="sidebar">
|
||
<div class="sidebar__header">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-light-en.svg">
|
||
</a>
|
||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||
</div>
|
||
<div class="sidebar__wrapper" id="side-menu">
|
||
|
||
</div>
|
||
</aside>
|
||
|
||
<article class="article" id="article">
|
||
<div class="article-inner">
|
||
<div class="content">
|
||
<header class="article__header">
|
||
<div class="article__bread" style="display:flex; gap:10px;">
|
||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||
|
||
<div class="topic__breadcrumbs">
|
||
<p>Business process designer / Business process modeling in BRIX</p>
|
||
</div>
|
||
|
||
</div>
|
||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Business process modeling in BRIX</span></h1>
|
||
</div>
|
||
|
||
</header>
|
||
<section class="article__content">
|
||
<div class="scroll-top-inner">
|
||
<a href="#h1-article" class="scroll-top"></a>
|
||
</div>
|
||
<!-- Placeholder for topic body. -->
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A business process model (flow chart diagram) describes all the actions that employees must perform in order to achieve a specific goal of the company. The description is done with such graphic elements as swimlanes, tasks, events, gateways, and notifications.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Process diagrams modeled in BRIX are executable. This means that all tasks, notifications, etc., will be automatically assigned to the relevant employees at the right stage.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">All the default, imported or custom processes are available in <span style="font-weight: bold;">Administration > Business Processes</span><a id="create_process" class="hmanchor"></a>.</p>
|
||
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a new process </span></h2>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are different process types available:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">A process associated with an app describes the logic of the app's operation. To learn more, see <a href="360009921131.html" class="topiclink">Business process associated with an app</a>, <a href="how_to_bind_app_to_proccess.html" class="topiclink">Associate a process with an app</a>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">A process associated with a workspace implements the logic of the workspace. In such a process you can use and bind data of different apps belonging to this workspace. To learn more, see <a href="360009661232.html" class="topiclink">Workspace business processes</a>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> A process created on the company level can use data from different workspaces that do not have to be exported.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Custom module process are described in <a href="extention-processes.html" class="topiclink">Processes in modules</a>.</li></ul>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, to create a process associated with an app, in the app settings select <span style="font-weight: bold;">Business Processes</span> and click <span style="font-weight: bold;">+ Process</span>. The flow chart page of the process designer opens.</p>
|
||
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="process-modeling-page" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Process modeling page</span><a id="process-page" class="hmanchor"></a></h2>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_ImageCaption"> <img alt="bpmn 2" width="1079" height="594" style="margin:0;width:1079px;height:594px;border:none" src="hmfile_hash_5decde43.png"/></span></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">At the top of the page there are 5 tabs:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20;"><span style="font-weight: bold;">Flow Chart. </span>A graphical diagram of the process.</li><li style="line-height: 1.20;"><a href="status-tab.html" class="topiclink">Statuses</a>. This tab is displayed if the process is created at the app level. It contains the app statuses</li><li style="line-height: 1.20;"><a href="process_context.html" class="topiclink">Context</a>. Variables used in the process.</li><li style="line-height: 1.20;"><a href="360012495991.html" class="topiclink">Forms</a>. Templates of task and event forms created for this process.</li><li style="line-height: 1.20;"><a href="360028476691.html" class="topiclink">Scripts</a>. All the scripts used in this process.</li><li style="line-height: 1.20;"><a href="360012263052.html" class="topiclink">Settings</a>. General process settings: start settings, name template, instance page form, API.</li></ul>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> Below the tabs you can see the toolbar. </p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;"> </span><img alt="bpmn 3" width="575" height="51" style="margin:0;width:575px;height:51px;border:none" src="hmfile_hash_1d7341d8.png"/></p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20;"><span style="font-weight: bold;">Save. </span>The process diagram will be saved as a draft, while the published process will not be modified. To quickly save the process, press the <span style="font-weight: bold;">Ctrl+S</span> combination while in the <span style="font-weight: bold;">Flow chart</span> tab.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Check</span>. The process diagram will be <a href="360012267032.html" class="topiclink">checked for logical errors</a>. If the diagram contains errors, a warning will appear at the bottom of the page.</li></ul>
|
||
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="bpmn 4" width="283" height="102" style="margin:0;width:283px;height:102px;border:none" src="hmfile_hash_974a858f.png"/></p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20;"><span style="font-weight: bold;">Publish. </span>The program can only execute published processes. Make sure to publish the process every time you modify it. The changes that are saved but not published will not be available to users during the execution of the business process.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Debug.</span> During <a href="360010269299.html" class="topiclink">debugging</a>, the process operations are run step by step in real time. You can check the process logic, make sure that the task forms are created correctly, and test all the scripts.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Export to PNG.</span> The process diagram will be downloaded to your computer as an image.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Undo.</span> Undo the last action.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Redo.</span> Repeat the last undone action.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Navigate.</span> Use this button to move the modeling sheet.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Select.</span> Use this button to select multiple items in the diagram.</li></ul>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">On the right side of the page, there is a panel with graphical elements that are used for the process modeling.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="bpmn 5" width="245" height="518" style="margin:0;width:245px;height:518px;border:none" src="hmfile_hash_b977b0e1.png"/></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Standard elements </span>tab <img alt="bpmn 6" width="74" height="22" style="margin:0;width:74px;height:22px;border:none" src="hmfile_hash_e89274f1.png"/>:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20;"><a href="360012495611.html" class="topiclink">Task</a></li><li style="line-height: 1.20;"><a href="360012495791.html" class="topiclink">Notification</a></li><li style="line-height: 1.20;"><a href="360012266792.html" class="topiclink">Start Process</a></li><li style="line-height: 1.20;"><a href="360027203731.html" class="topiclink">Script</a></li><li style="line-height: 1.20;"><a href="360012496011.html" class="topiclink">Events</a></li><li style="line-height: 1.20;"><a href="360012495911.html" class="topiclink">Gateways</a></li><li style="line-height: 1.20;"><a href="360012263032.html" class="topiclink">Swimlanes</a></li></ul>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">System elements </span>tab <img alt="bpmn 7" width="74" height="21" style="margin:0;width:74px;height:21px;border:none" src="hmfile_hash_2bfd093f.png"/>:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20;"><a href="360012263332.html" class="topiclink">Manage Status</a></li><li style="line-height: 1.20;"><a href="await_status.html" class="topiclink">Await Status</a></li><li style="line-height: 1.20;"><a href="360019810892.html" class="topiclink">Create App Item</a></li><li style="line-height: 1.20;"><a href="360012454020.html" class="topiclink">Edit App Item</a></li><li style="line-height: 1.20;"><a href="assign_permissions.html" class="topiclink">App Item Permissions</a></li><li style="line-height: 1.20;"><a href="360020300571.html" class="topiclink">Assign Value</a></li><li style="line-height: 1.20;"><a href="360013436919.html" class="topiclink">Get Superior</a></li><li style="line-height: 1.20;"><a href="360010385600.html" class="topiclink">Send Document/App Item</a></li><li style="line-height: 1.20;"><a href="360010366380.html" class="topiclink">Approval</a></li><li style="line-height: 1.20;"><a href="360011756780.html" class="topiclink">End Approval</a></li><li style="line-height: 1.20;"><a href="360026720792.html" class="topiclink">Generate from Template</a></li><li style="line-height: 1.20;"><a href="generate-from-file.html" class="topiclink">Generate from File</a></li><li style="line-height: 1.20;"><a href="pdf-convert.html" class="topiclink">Convert to PDF</a></li><li style="line-height: 1.20;"><a href="watermark.html" class="topiclink">Insert Watermark</a></li><li style="line-height: 1.20;"><a href="sign.html" class="topiclink">Sign</a></li><li style="line-height: 1.20;"><a href="package.html" class="topiclink">Create Document Package</a></li><li style="line-height: 1.20;"><a href="document_registration.html" class="topiclink">Register Document</a></li><li style="line-height: 1.20;"><a href="archive-the-project.html" class="topiclink">BRIX Project activities</a></li><li style="line-height: 1.20;"><a href="call.html" class="topiclink">BRIX CRM activities</a></li><li style="line-height: 1.20;"><a href="todo.html" class="topiclink">TO-DO</a></li><li style="line-height: 1.20;"><a href="initiative-notification.html" class="topiclink">Send Live Chat Message</a></li><li style="line-height: 1.20;"><a href="notification_to_chatline.html" class="topiclink">Send Live Chat Response</a></li></ul>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Integration</span> <img alt="bpmn 9" width="74" height="21" style="margin:0;width:74px;height:21px;border:none" src="hmfile_hash_525f0625.png"/> tab displays integrations with external systems, as well as elements that are parts of installed business solutions and activated modules:</p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20;"><a href="360024383972.html" class="topiclink">Webhook</a></li><li style="line-height: 1.20;"><a href="360011443400.html" class="topiclink">Email Notification</a></li><li style="line-height: 1.20;"><a href="360013409220.html" class="topiclink">Send Message</a></li><li style="line-height: 1.20;"><a href="issue-eds.html" class="topiclink">Signature Issuing Request</a></li><li style="line-height: 1.20;"><a href="await-eds.html" class="topiclink">Expect Signature Issuing</a></li></ul>
|
||
|
||
<div class="bottom-nav">
|
||
|
||
<a id="prev-link" class="topic__navi_prev" href="360008121732.html">
|
||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||
class="bottom-nav__link">360008121732.html</span>
|
||
</a>
|
||
|
||
|
||
<a id="next-link" class="topic__navi_next" href="process_context.html">
|
||
<span class="bottom-nav__link">process_context.html</span> <span
|
||
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
|
||
</a>
|
||
|
||
</div>
|
||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
|
||
|
||
</section>
|
||
</div>
|
||
<aside class="article__sidebar" style="display:none">
|
||
<input type="checkbox" />
|
||
<div class="article__arrow"></div>
|
||
<div class="table-of-contents elma365-right" id="toc2Content">
|
||
<h3 class="h3-toc">In this topic</h3>
|
||
<nav id="toc2"></nav>
|
||
</div>
|
||
</aside>
|
||
</div>
|
||
</article>
|
||
</main>
|
||
<footer class="footer">
|
||
<div class="footer-container">
|
||
<div class="footer-mobile">
|
||
|
||
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
|
||
|
||
|
||
</div>
|
||
<div class="footer-wrap">
|
||
|
||
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
|
||
|
||
<div class="footer-flex-b">
|
||
<span class="footer-copy">© 2025 BRIX</span>
|
||
<ul class="footer-list">
|
||
|
||
<li class="footer-item">
|
||
<a href="#" class="arrow-top" style="display: block;"></a>
|
||
</li>
|
||
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</footer>
|
||
<iframe name="hmnavigation" style="display:none!important"></iframe>
|
||
<script src="./jquery-ui.js"></script>
|
||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||
<script src="./jquery.tocify.min.js"></script>
|
||
<script src="./TypoReporter.min.js"></script>
|
||
<script src="./google-search.js"></script>
|
||
<script src="./main.js"></script>
|
||
</body>
|
||
|
||
</html>
|