koziavin
00717a92fb
All checks were successful
Deploy Static Site / deploy (push) Successful in 6m6s
207 lines
23 KiB
HTML
207 lines
23 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="en">
|
||
|
||
<head>
|
||
<title>Track process progress</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="After creating your first process, you can configure additional settings. They let you track the current status of a business process and its progress." />
|
||
<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>Getting started / Track process progress</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;">Track process progress</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 style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">After creating your first process, you can configure additional settings. They let you track the current status of a business process and its progress.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">For example, for the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Contract approval</span><span style="font-family: Inter; color: #394149;"> business process, you can check how many contracts have been approved, signed and registered</span><span style="color: #394149;">.</span></p>
|
||
<h2 class="p_Heading2"><span class="f_Heading2">Step 1. Create statuses</span></h2>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">Begin with setting up statuses, for example, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">New</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Approved</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Signed</span><span style="font-family: Inter; color: #394149;">, and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Registered</span><span style="font-family: Inter; color: #394149;">.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">To do this, go to the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Statuses</span><span style="font-family: Inter; color: #394149;"> tab in the process designer</span><span style="color: #394149;">. The switch is located in the top menu.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="process_progress_01" width="756" height="65" style="margin:0;width:756px;height:65px;border:none" src="process_progress_01.png"/></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Check the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Add Status field</span><span style="font-family: Inter; color: #394149;"> box, then enter the status names. Do not forget to indicate the final status.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="process_progress_02" width="737" height="516" style="margin:0;width:737px;height:516px;border:none" src="process_progress_02.png"/></p>
|
||
<h2 class="p_Heading2"><span class="f_Heading2">Step 2. Add statuses to the process</span></h2>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">Return to the process diagram. Select the </span><span style="font-weight: bold; color: #394149;">System elements</span><span style="color: #394149;"> tab on the right toolbar and drag the </span><span style="font-weight: bold; color: #394149;">Manage Status</span><span style="color: #394149;"> element onto the process diagram.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><img alt="process_progress_03" width="242" height="248" style="margin:0;width:242px;height:248px;border:none" src="process_progress_03.png"/></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Place the element on the </span><span style="color: #394149;">diagram </span><span style="font-family: Inter; color: #394149;">where the contract should change its status</span><span style="font-family: Inter; font-weight: bold; color: #394149;">. </span><span style="font-family: Inter; color: #394149;">Suppose a new step was added to the process we created earlier: </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Sign the contract</span><span style="font-family: Inter; color: #394149;">. The document goes to the registration only after this step is completed. Place the statuses in the following places of the process:</span></p>
|
||
<ul style="list-style-type:disc">
|
||
<li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">New</span><span style="font-family: Inter; color: #394149;"> status after the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Start event</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Approved</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Approval</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Signed</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Sign the contract</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Registered</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Register the contract</span><span style="font-family: Inter; color: #394149;">. This is the final status</span><span style="font-weight: bold; color: #394149;">. </span></li></ul>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtTPP4" width="727" height="510" style="margin:0;width:727px;height:510px;border:none" src="httpp4.png"/></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Double-click on a status change element on the canvas to configure the settings. Choose the appropriate status for each stage.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="process_progress_04" width="738" height="415" style="margin:0;width:738px;height:415px;border:none" src="process_progress_04.png"/></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Save and publish the process. </span><span style="color: #394149;">Now the status of the contract changes automatically. Depending on what stage the process is at, the contract will take on one status or another.</span></p>
|
||
<h2 class="p_Heading2"><span class="f_Heading2">Step 3. Set up Kanban view</span></h2>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">The Kanban board in BRIX is a business process monitoring tool. </span><span style="color: #394149;">As the business process is being executed, the contract automatically moves across the board, and you can easily see exactly what stage of processing it is currently in.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">Go to the </span><span style="font-weight: bold; color: #394149;">Contracts</span><span style="color: #394149;"> app page. After you have added statuses to the process, all the contracts are shown on the Kanban board.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-size: 13px; color: #000000; background-color: #ffffff;"> </span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="HtTPP6" width="1330" height="460" style="margin:0;width:1330px;height:460px;border:none" src="httpp6.png"/></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Each column of the Kanban board corresponds to a specific contract status. The columns representing final statuses have a different background color.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Items on the board can be expanded to view current tasks. To do this, click the gear icon in the top right corner and select </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Board settings</span><span style="font-family: Inter; color: #394149;"> in the menu. In the provided window, check the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Show tasks</span><span style="font-family: Inter; color: #394149;"> and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Expand item</span><span style="font-family: Inter; color: #394149;"> boxes. Also, here you can select other contract properties to be displayed, for example, the contractor and the user in charge.</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">The image below demonstrates what a configured Kanban board may look like:</span></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="HtTPP7" width="1335" height="534" style="margin:0;width:1335px;height:534px;border:none" src="httpp7.png"/></p>
|
||
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">If a task in a business process has a deadline that has not been met, a red dot appears on the board item, and the task name is highlighted red. You can immediately see how many tasks are overdue.</span></p>
|
||
|
||
<div class="bottom-nav">
|
||
|
||
<a id="prev-link" class="topic__navi_prev" href="how_to_bind_app_to_proccess.html">
|
||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||
class="bottom-nav__link">how_to_bind_app_to_proccess.html</span>
|
||
</a>
|
||
|
||
|
||
<a id="next-link" class="topic__navi_next" href="custom_report.html">
|
||
<span class="bottom-nav__link">custom_report.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>
|