Creating Process Template
Create a Process Template: Click on the "+" icon, and the Process Template dialog will appear, allowing you to enter the name and Abbreviation of your template.
After entering the name and description, a dialog will appear where you can create our form.
Form Designer
You can drag and drop fields according to your needs in the form design. Keep in mind that a field can only be added to a Field Section. If there's no Field Section, you won't be able to add the field.
Clicking on Add Section will present two options: adding a Field Section or a Table Section.
Then, just put in the fields and tables you need for your form based on what your workflow requires.
Mobile Layout
When you hover over any field, you will see a + and - button to increase or decrease the width of the field.
Form Settings
- There is an Outlined Fields button. When switched off, fields are not outlined; when switched on, all fields are outlined.
- There is an Adjust Fields button. When activated, it will adjust the fields if any are hidden; otherwise, it will leave empty space where fields are hidden.
Next is the Process Subject button. Clicking this button reveals a dialog where you can write the process subject.
Process Designer
Now, let's move on to creating the workflow for your process.
Clicking on the plus icon at the start of the workflow will reveal all the steps, branch flows, and tasks within it.
- Input Step: See input step Here
- Approval Step: See Approval step Here
- Process End/Decision/Junction: See End/Decision/Junction step:Here
- Update Task: See update Task Here
- Start New Item: See Start New Item step:Here
- Send Message: See Send Message step:Here
Design a flowchart for your process based on how you want it to flow.
Controls
Now, let's proceed to configure the layout for your process.
On the left side, you can view the Process Steps. Clicking on a step will display the Step Layout, allowing you to change settings for Visibility, Mandatory Status or Readonly Mode on the form, section, field, table section, or individual fields within the field section or table section. You can do this by clicking on the relevant options for each process step shown on the left side.
At the top left corner, there is a Preview button. Clicking this button allows you to preview the form based on the current layout configuration, giving you an idea of how it will look when published.
The Input and Approval steps have both assignee and initiator options, while the End step only has the initiator option. In each step, you can specify whether to allow the assignee or initiator to have options like Return Document, Transfer Assignment, Cancel Process, Print Document, and View Change Log of the document.
See Step Events Here
Once all the setup is complete, you can publish your template.
You can save the process as a draft by clicking on the Save Draft button.
Rename Process Template
In the template section of your website, clicking on the three dots associated with a process template will reveal a set of options.
Among these options, selecting Rename will open a new dialog.
Organize in Folder
Clicking on the folder icon will open a new dialog. In this dialog, you can create or delete previously created folders.
