Processes Tab

Processes Tab (1) implements folder-like structure which allows to easily manage Processes. The elements on this tab are:

  • Number of Processes and Folders shown (2)
  • Search/Deep Search Form (3)
  • Export (4) and Import (5) buttons
  • "Deploy" button (6)
  • "Move to" button (7) - see below about process moving
  • "New" menu (8) with proper buttons
  • Path to the current Folder (9)
  • List of Folders and Processes with the following sortable columns:
    • Name (10) - click on it to go to proper Folder or open proper Process Details page
    • Data Source (11) - standard or custom Salesforce Object process is created for
    • Is Template? (12) - boolean value indicating if entry is a Process or Process Template
    • # Instances (13) - number of instances started on the process
    • Status (14) - process status (active or inactive)
    • Last modified Date (15) - date of last process modification ( available from version 6.0 )
    • Last Modified By (16) - user what made last process modification  ( available from version 6.0 )
  • Checkboxes (17) - are used for bulk actions like export or deploy
  • Entry menus (18) - available actions are depending on entry type (folder or process):
    • Edit Folder (19) - allows to change folder name (proper popup will be shown)
    • Delete Folder (20) - shows confirmation about folder deletion
    • Process Builder (21) - opens Process Diagram for the selected process
    • Progress Dashboard (22) - opens Progress Dashboard tab of the proper Process Details page
    • Edit Process (23) - allows to change process entry name (proper popup will be shown)
    • Delete Process (24) - shows confirmation about process deletion
  • Load More (25) button - is enabled if there are more processes to be displayed
  • "Edit Process" feature triggered by button (23) does not actually rename process versions. It only renames entry that will be displayed on the Processes list.
  • "Delete Process" feature really deletes the whole process with all it's versions.
Редактор изображений PicPick - [Seva 2022 08 10 - 13 08 25 - 2]

To move processes from one folder to another:

  • select necessary processes or/and folders with checkboxes (17)
  • click "Move" button (7). A "Move to Folder" popup (26) will be shown.
  • select necessary folder here (27)
  • check "Show target folder" checkbox (28) if you want to open folder where files were moved to automatically
  • click "Move" button (29)
Work-Relay Processes - Google Chrome

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