You can give users who run a work item the ability to cancel it. Users with an administrator role can cancel work items from each process. This action is not allowed for those who have a user role. You can then create a specific role to authorize work item cancellation for […]
Fill in the information concerning the requester of a work item
When a user creates a work item, by default, this user is considered to be the requester for that instance. There are some cases where the creator of a work item is not necessarily the requester of the work item. We can take the case of a work item started […]
Connection logs
You can view the connection logs of users in your environment. Go to the section: “Manage environment”. Click on: “Users and Authorization”. Go to the tab: “User sessions”. Click on this icon: Select the dates of the logs you want to see. Select the user concerned. If you don’t choose […]
Add multiple forms to a process task
It is possible to add multiple forms to a specific task in your process, copy them for reuse in other tasks in your process, and even improve their layout to make it easier to complete work items. We will see how to make these configurations in this article. Create multiple […]
Block the execution of a work item until an email is received
Some processes require a specific email to be received in order to proceed. In this article we will see how to block the execution of a work item until the reception of a specific email or until the reception of a response to an email sent during its execution. Block […]
Link information and data between two work items
You can link information between 2 work items if one of them is causing the creation of the other. You can create a work item of a process while another process is running. To learn more about this configuration: Trigger a third-party process during work item execution. Once this is […]
Trigger a third-party process during work item execution
Running one process can sometimes trigger an instance of another process. In this article we will see how to set up this type of configuration. Trigger a work item from another process that must be completed before continuing execution of the parent process You must use a call activity to […]
Create multiple work items instantly
Multiple work items can be created simultaneously using information from a source work item. To do this you will need 2 processes. The first will contain information needed to create the different instances of the second. We will take the following example: The customer service registers information concerning a training […]
Deny return to previous task
You can configure your process to prevent rolling back a task. Open the desired process in the process editor. Select the task whose rollback you want to prevent. Go to the “properties” tab and to the “execution” part. Enable the “Deny return to previous task” option. From then on, when […]
Choose the person responsible for the next task
It can be interesting to choose the person who will be responsible for the next task, when this one is intended to be under the responsibility of a list of people. In this article we will see how to perform this configuration. We will take the example of the following […]