Page History

...

Table of Contents

outline	true
exclude	.*ndex
style	none

Speaking of configuring processes ...

This window allows you to define all the properties available for a process, relate a form to it, model its diagram setting activities and flows, export it, and also release it for use.

Status

subtle	true
title	Learn more

HTML

<a id="toggleAll" href="#" >Expand/hide additional information. </a>
 <script type="text/javascript">
 
 var abertos = 0;
 var fechados = 0;
 function contador() {
    abertos = 0;
    fechados = 0;
    jQuery(".expand-control").each( function() {
		if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
           	fechados++;
        } else {
        	abertos++;
        }
    });
 }
 AJS.toInit(function() {
 
    contador();
	var soma = abertos + fechados;
	$("#toggleAll").html('Expand/hide ' + soma  + ' additional information.');

    AJS.$('#toggleAll').click(function() {
        contador();
        if (abertos >= fechados) {
            jQuery(".expand-control").each(
                function() {
                    if (document.getElementById(this.id).children[0].className == "expand-control-icon icon expanded") {
                        jQuery(this).trigger("click");
                    }
                }
            )
        } else {
            jQuery(".expand-control").each(
                function() {
                    if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
                        jQuery(this).trigger("click");
                    }
                }
            )
        }
    });
});
 </script>

Basic path

01. After clicking Save and edit in the process inclusion window, click Properties, located on the left sidebar of the window.

02. In the General tab, enter the required information.

Configuring processes

...

01. After clicking Save and edit in the process inclusion window, click Properties, located on the left sidebar of the window.

02. In the General tab, enter the required information.

Panel

Required information:

Description
Description of the process. You can edit the description previously entered for the process.

Instructions
Instructions to help users to understand the process. When preparing the instructions of an activity or process, it is common to need to search for information from other files or websites. Fluig’s concept is based on hyperlinks, which allow you to add access to both fluig documents and Internet addresses via external documents, avoiding replication of information and making it easier to browse. To do this, add the tag [WD:999999], replacing 999999 by the code of the document on fluig.

Tags
Labels assigned to the process for easy searching later. Tags act as keywords and allow the process to be tagged in a more personal and informal manner. You can find the process by browsing or searching. Enter with or without the character “#” to enable auto complete of the tags in the tags field. The autocomplete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#". To add a tag via autocomplete, simply select it and press Enter. To add a new tag, simply enter it and press Space.

Active
If it is checked, the process is active on the platform. In this case, the latest released version of the process will be available for use in Start requests. If not, the process is not displayed in this area.

Public
If it is checked, any fluig user can query the requests of that process. If not, only the users that participated in the process or users with Administrator status can query the requests of that process.

Category
Category to which to relate the process. That field is optional and is used to group processes into categories. Thus, in Start requests, the processes are grouped into folders and sub-folders that represent their categories and subcategories, making it easy for users to locate them. To add a subcategory, you only need to enter the category, a dot and the subcategory. For example: category HR and subcategory Benefits: RH.Benefits.

Add add-ons to requests
When it is enabled, you can include add-ons in the form of comments or attachments in requests of this process. When the feature is enabled, the corresponding button is identified with Yes. The add-ons in requests allow a user to add comments or attachments to an open request, whether they are responsible or not for the current task, in order to avoid communication by other means that will not be recorded in the history of the process.

Volume
Volume where to store files such as attachments, added to the requests of the process. Only Default and Workflow attachment volumes are displayed for selection.

Manager
Mechanism used for assigning a manager to the process. It only displays the types of assignment mechanism that can be used to define the process manager, who, in turn, will be defined based on the chosen mechanism. The process manager has the power of representing any of the users involved in the flow. When the process manager does some movement type in other user's name, a piece of information about this is added to the process movement history. This process manager can also receive activity follow-up notifications. Available options are:

Association Assignment: When selected, determines that process managers will be the users resulting from group, role and / or specific user junction;
Assignment by form field: When selected, I allowed to choose a field from the form that will set the term of the task that is changing the property;
Assignment by activity executor: when selected, determines that the activity will be sent to the executor of a certain previous activity of the process;

Panel

From now on, whenever you edit the properties of a process and change the Manager, the current cache will be cleared and a new update cache will be created in the Task Scheduler. As a result, the updates will be applied in blocks so that it does not overload the server. Thus, in a very short time the task center and request query will be updated.
The mechanisms that generate the cache are those of type Assign by association, Assign by form field, and Assign by activity executor.
For more understanding, visit the Liquid Update (1.6.5) release and watch the video explaining.

Group Assignment: When selected, it determines that process managers will be all users who belong to a group;
Paper Assignment: When selected, it determines that process managers will be all users who belong to a role;
User Assignment: When selected, determines that the process manager will be a specific user.

Working Hours
Working hours registered on the platform to which the process will be related. Working hours are used to calculate deadlines and delays in process activities. For example, if the working hours were configured as being from Monday to Friday, from 8:00 a.m. to 6:00 p.m., and there is an activity that lasts for 1 hour that was created at 5:30 p.m. on a Tuesday, its conclusion deadline will be on Wednesday at 8:30 a.m., due to the Working Hours. The selected working hours will be used for all process activities in question, except the activities that have their working hours configured.

Expiration deadline
Deadline configured by the user, indicating how long the request will be available. After it expires, a notification will be submitted informing that the deadline has been reached.

Notification deadline
Deadline indicating that a notification will be submitted at a time configured by the user, informing the request status until it expires.

Panel

The setting for the Expiration Time and Warning Time refers to the control of the SLA.

Example:

When setting up a process with expiration time for 5 hours, fill in the following form: 005: 00. In the Notice Deadline setting, if you wish to receive a notification 10 minutes before the request expires, you must fill in the following form: 000: 10. This will ensure that only within the time period defined in the Warning Deadline, notifications will be received. In other words, until 04:00 hours and 50 minutes the request will remain open, after which it will enter the "On Alert" period and receive the notifications (as configured in the Task Scheduler) until the time limit of 10 minutes has elapsed. Upon arrival in 5 hours, a single notification will be sent stating that the request has expired and will go into the "Expired" status

Expand

title	Learn more