You are here: Home / Additional modules / Process manager / Create process template / steps
Create process template / steps
Process manager
You are here: Home / Additional modules / Process manager / Create process template / steps
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Process manager
Via the menu Edit >> Process Manager >> Tab: Process Template you can see the list of existing process templates including the sample templates provided by onOffice. With the user right Design processes you can create new process templates. In the process management, a new process can be created via the “Create new record” icon .
Some process steps such as email, decision, SMS, etc. can be executed automatically if certain specifications are met. If these prerequisites are not met or another problem occurs, these automated process steps are converted to manual ones and displayed in the list of running processes with a warning icon plus a note. They also appear in the process owner’s list of processes.
You can find a video on this topic here and a video on how to create a sample process here.
In the opened template mask you have the following options:
There are several basic elements of process steps that are represented with different shapes in the Process Designer.
Rectangular “Tasks, appointments, e-mail, etc.” are displayed. To distinguish them, each action type has its own color. | |
The decision appears as a diamond. | |
The merging of a branch and the end of the process are represented as an inverted triangle. |