238 lines
31 KiB
HTML
238 lines
31 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<p>Business process designer > Process designer tabs / Settings tab</p>
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<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;">Settings tab</span></h1>
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<!-- Placeholder for topic body. -->
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<p class="p_Normal">Here you can:</p>
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<ul style="list-style-type:disc">
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<li class="p_Normal">Schedule automatic process start on a timer.</li><li class="p_Normal">Add a name template.</li><li class="p_Normal">Edit the instance summary page.</li><li class="p_Normal">Select the activity stream that will be displayed on the task and process instance page.</li><li class="p_Normal">Check API correctness.</li><li class="p_Normal">Restore the previous version of the process.</li><li class="p_Normal">Set the form to process debugging start.</li></ul>
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<h2 class="p_Heading2"><span class="f_Heading2">Start settings</span></h2>
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<p class="p_Normal">You can determine how the<span style="font-family: Inter;"> business process can be started.</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Create button</span><span style="font-family: Inter;">. This option adds the process to the </span><span style="font-family: Inter; font-weight: bold;">Create</span><span style="font-family: Inter;"> button’s context menu. The user will be able to start the process by clicking its name in the list. By default, the button can be found on the main page of the system, but it can also be added to forms and pages. Read more in the <a href="create_button_widget.html" class="topiclink">Create button</a> article.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Schedule</span><span style="font-family: Inter;">. You can set a schedule to automatically start the process on specific days, weeks, or months. You can set the time considering the current business calendar. The settings are the same as for the <a href="360012496011.html#schedule" class="topiclink">start event</a>.</span></li></ul>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="settings_tab_01" width="1359" height="603" style="margin:0;width:1359px;height:603px;border:none" src="settings_tab_01.png"/></p>
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<h2 class="p_Heading2"><a id="process_logging" class="hmanchor"></a><span class="f_Heading2">Process logging</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="settings_tab_02" width="1205" height="425" style="margin:0;width:1205px;height:425px;border:none" src="settings_tab_02.png"/></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you check the </span><span style="font-family: Inter; font-weight: bold;">Show in Tasks assigned by me</span><span style="font-family: Inter;"> option, information about all started process instances will be shown in the </span><span style="font-family: Inter; font-weight: bold;">Task</span><span style="font-family: Inter;"> section on the <a href="360014163692.html" class="topiclink">Assigned by me</a> page. Click on an instance name to view its details: the process history, its context, and map. To learn more, see <a href="360012498891.html" class="topiclink">Business process instance</a>.</span><br />
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<img alt="assigned_instances" width="716" height="255" style="margin:0;width:716px;height:255px;border:none" src="assigned_instances.png"/></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you check the </span><span style="font-family: Inter; font-weight: bold;">Notify about start</span><span style="font-family: Inter;"> option, a notification will pop-up whenever the process is started. A notification will also be posted to your <a href="360014162972.html" class="topiclink">#Activity stream</a>. This option is enabled by default.</span><br />
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<img alt="proc_started" width="310" height="79" style="margin:0;width:310px;height:79px;border:none" src="proc_started.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Name</span></h2>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="settings_tab_03" width="958" height="360" style="margin:0;width:958px;height:360px;border:none" src="settings_tab_03.png"/></h2>
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<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">On this tab, as well as in the <a href="360012496011.html#name_template" class="topiclink">settings of the Start event</a>, you can add a name template for the process instance. Once it’s done, you won’t need to name a process instance manually every time the process is started.</span></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the </span><span style="font-family: Inter; font-weight: bold;">Template</span><span style="font-family: Inter;"> field, enter a name for the process instance. You can also add a context variable if necessary (for example, the full name of the initiator). To access the list of available variables, click the </span><span style="font-family: Inter; font-weight: bold;">{+}</span><span style="font-family: Inter;"> icon on the right of the field.</span></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">With the </span><span style="font-family: Inter; font-weight: bold;">f(x)</span><span style="font-family: Inter;"> icon you can add <a href="360007679591.html#conditions-and-functions" class="topiclink">conditions and functions</a> to the template. This will generate a more informative name</span></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;">If you have created a name template in the settings of the start event, it will be displayed in this section.</p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="instance_page_settings" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Instance summary page</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="settings-tab-4" width="985" height="469" style="margin:0;width:985px;height:469px;border:none" src="settings-tab-4.png"/></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In this section, you can configure the layout of the <a href="360012498891.html" class="topiclink">instance summary page</a>. By default, the page displays all the <a href="process_context.html" class="topiclink">context variables</a> of the process. To hide certain variables, uncheck the </span><span style="font-family: Inter; font-weight: bold;">Show all fields</span><span style="font-family: Inter;"> option. Then drag the variables you need to see on the page from the </span><span style="font-family: Inter; font-weight: bold;">Context</span><span style="font-family: Inter;"> column to the </span><span style="font-family: Inter; font-weight: bold;">Name on form</span><span style="font-family: Inter;"> column.</span></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If necessary, you can configure a custom form for the instance summary page, add or delete tabs, move fields, and change the content of the sidebar. To do this, use the form editor. Click the </span><span style="font-family: Inter; font-weight: bold;"><Default></span><span style="font-family: Inter;"> link in the upper left corner and select </span><span style="font-family: Inter; font-weight: bold;">+Create Form</span><span style="font-family: Inter;">. Read more about how to work with the form editor in <a href="360012495991.html" class="topiclink">Forms tab</a>.</span></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can find the instance summary page in </span><span style="font-family: Inter; font-weight: bold;">Tasks > Assigned by me</span><span style="font-family: Inter;">.</span></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="feed" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Associated activity stream</span></h2>
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<p class="p_Normal" style="line-height: 1.36;"><img alt="bp_associated_stream" width="942" height="367" style="margin:0;width:942px;height:367px;border:none" src="bp_associated_stream.png"/></p>
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<p style="line-height: 1.20; margin: 11px 0 0 0;"><span style="font-size: 15px; color: #394149;">Select which activity stream will be shown in process tasks and on the instance summary page:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Associated activity stream of the business process</span><span style="font-size: 15px; color: #394149;">.</span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">Messages sent to the task activity stream will be displayed on the process</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="360012498891.html" class="topiclink">instance summary page</a>.</span></li><li style="line-height: 1.20;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Associated activity stream of an app of file</span><span style="font-size: 15px; color: #394149;">. In the field provided below, select a variable of the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">App</span><span style="font-size: 15px; color: #394149;"> of </span><span style="font-size: 15px; font-weight: bold; color: #394149;">File</span><span style="font-size: 15px; color: #394149;"> type. Then, the activity stream of the </span><span style="font-size: 15px; color: #394149;"><a href="360014352191.html#app-item" class="topiclink">app item</a></span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">or </span><span style="font-size: 15px; color: #394149;"><a href="360014352191.html#file" class="topiclink">file</a> stored in the variable will be displayed on the process task and process instance pages</span><span style="font-size: 15px; color: #394149;">. So, if a variable of the App type is selected and a message is sent during a process in a task, you will see it on the item page of that app. In case the variable is empty, the message will be displayed only in the process instance activity stream.</span></li></ul>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #394149; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Example of applying associated activity stream settings</a></span></p>
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<div id="TOGGLE0186A1" class="dropdown-toggle-body" style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 0 0 0 0;"><table style="border:none; border-spacing:0;">
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<tr>
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<td style="vertical-align:top; padding:0; border:none"><p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.20;">A contract approval process associated with the <span style="font-weight: bold;">Outgoing Contracts</span> app</li><li value="2" style="line-height: 1.20;">In process settings, select the <span style="font-weight: bold;">Associated activity stream of an App or File</span> option and specify a variable of the <span style="font-weight: bold;">App</span> type that refers to the <span style="font-weight: bold;">Outgoing Contracts</span> app.</li><li value="3" style="line-height: 1.50; margin-top: 0; margin-right: 0; margin-bottom: 11px;">If an outgoing contract is sent for approval, on its page you can view the list of process tasks and messages sent by users in these tasks.</li></ol>
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</td>
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</tr>
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</table>
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</div>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">API</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="settings_tab_04" width="1101" height="633" style="margin:0;width:1101px;height:633px;border:none" src="settings_tab_04.png"/></p>
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<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This tab describes the available API and provides its description, method, and the URL.</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Description</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">How the API is used.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Method</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Type of HTTP request that lets the server know what kind of action you want to perform.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">URL</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Address of the request.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">JSON package</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The text of the request.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Test</span><span style="font-family: Inter;">. On this tab, you can check the request to make sure it is error-free.</span></li></ul>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Using an API, you can integrate BRIX with your information systems. For example, after a customer places an order on your website, the order handling process can start automatically.</span></p>
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<h2 class="p_Heading2"><a id="history" class="hmanchor"></a><span class="f_Heading2">Version history</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">When you modify a process, you need to <a href="360012495291.html" class="topiclink">publish</a> it so that the new version is executed when it is started. All published versions of a process are displayed on the </span><span style="font-family: Inter; font-weight: bold;">Version history</span><span style="font-family: Inter;"> tab. Here you can find information about the author, the publishing time, and the comment the author wrote. Click the </span><img alt="map-icon" width="32" height="23" style="margin:0;width:32px;height:23px;border:none" src="map-icon.png"/><span class="f_ImageCaption"> </span><span style="font-family: Inter;">icon to view the process version <a href="360014352951.html#process-map" class="topiclink">map</a>. You can also restore the process to an earlier version. To do that, select the version you need, click the </span><img alt="floppy-disc-save-icon" width="19" height="18" style="margin:0;width:19px;height:18px;border:none" src="floppy-disc-save-icon.png"/> i<span style="font-family: Inter;">con, and confirm that you want the restore the process to this version.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="settings_tab_05" width="1294" height="336" style="margin:0;width:1294px;height:336px;border:none" src="settings_tab_05.png"/></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter; color: #394149;">The configuration of the selected version will be applied to the process draft on the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Flow chart</span><span style="font-family: Inter; color: #394149;"> tab. All saved but unpublished changes will be lost.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter; color: #394149;">You can edit a restored process diagram, change the order of its activities and task forms. To apply the new version, click </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Save</span><span style="font-family: Inter; color: #394149;"> and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Publish</span><span style="font-family: Inter; color: #394149;"> on the process designer top toolbar one more time.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter; color: #394149;">Note that all process instances started before the new version is published will be run and completed without the recent changes. Read more in the <a href="360012495291.html" class="topiclink">Publish a business process</a> article.</span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Debugging settings</span></h2>
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<p class="p_Normal">You can configure the layout of the <a href="360010269299.html" class="topiclink">process debugging</a> start window to fill out it with process <a href="process_context.html" class="topiclink">context variables</a>. To do this, drag the desired fields from the <span style="font-weight: bold;">Context</span> column to the <span style="font-weight: bold;">Name on form</span> column. This will ensure that the fields in the start event and subsequent tasks of the process are not filled in during the process debugging. If you want to display the entire process context on the form, enable the <span style="font-weight: bold;">Show all fields</span> option.</p>
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