What is a Workflow Process?
Process management screen - Available tabs
“General” tab
“Graph” tab
“Properties” tab
“Planner” tab
“Scripts” tab
“Customization” tab
Creating the customization table
Display customization toolbar
Configuring the customized table
“Dependencies” tab
Displaying dependencies in list mode
What is the “Show dependencies for last deployed version” option for?
Displaying dependencies graphically
What is the “Show dependencies for all deployed versions” option for?
“Compilation” tab
How and when to use the Gargantua compiler
Structure of the messages list
Customizing the compiler’s behavior
“Summary” tab
“Log” tab
Concepts and graphical representation
General
Process element types
What element types are available when designing a process?
Tasks
General
User tasks
Reviewer task
Supervisor task
Automatic tasks
E-mail tasks
Security tasks
Start another process tasks
EDM tasks
Signature tasks
Document template tasks
Set attribute tasks
Change priority tasks
XML export tasks
Events
General
Start event
End event
Stop
Cancel
Timer
Wait e-mail event
Wait attribute values
Wait process event
Custom event
Gateways
General
Exclusive gateways
What is an exclusive gateway?
Event exclusive division
Data exclusive division
Exclusive fusion
Inclusive gateways
What is an inclusive gateway?
Inclusive division/fusion
Parallel gateway
What is a parallel gateway?
Parallel division/fusion
Connectors
What is a connector?
Normal flow connector
Exception connector
Estimated working time exceeded connector
How to design and manage a process
Planning
Designing a process
Process toolbar
Process elements properties
General
Shared properties
Start event
Tasks
User task
Reviewer task
Supervisor task
Automatic task
E-mail task
Start another process task
EDM task
Security task
Signature task
Document template task
Set attribute task
Change priority task
XML export task
Gateways
Event exclusive division gateway
Data exclusive division gateway
Inclusive division gateway
Events
Timer event
Wait e-mail event
Wait attribute values
Wait process event
Custom event
How to compile a process?
How to deploy a process?
How to export/import a process?
Defining the planner for a process
Perform a keyword search
AND/OR
Acceptance
Access rights
Action
E-mail task
Start another process task
XML export task
Add
Alert type
All audits
Anonymous
Apply
Configuring the customized table
Defining the planner for a process
Designing a process
“Properties” tab
“Scripts” tab
Attach process documents to export
Attribute
Data exclusive division gateway
EDM task
E-mail task
Inclusive division gateway
Reviewer task
Start another process task
Start event
Supervisor task
Timer event
User task
Attributes
Change priority task
Reviewer task
Supervisor task
User task
Wait attribute values
XML export task
“Properties” tab
Attributes displayed
Automatic layout
Automatic start if error
Automatic start with delay
Background color
CSV Export
Cancel
Supervisor task
User task
Cells
Configuring the customized table
Display customization toolbar
Certificates
Class CSS
Clear highlight
Color
Column properties
Columns
Compilation
Designing a process
How and when to use the Gargantua compiler
Process management screen - Available tabs
“Compilation” tab
Compile
Designing a process
How to compile a process?
Conditions
Change priority task
Data exclusive division gateway
Document template task
Reviewer task
Supervisor task
User task
Wait attribute values
XML export task
Contains
Content
Copy
Copy attributes
Copy cell
Copy only attributes from document template
Copy process attributes
Create card
Create classification regardless of process documents
Create document instead of pin with only one component
Create pdf
Custom
Customization
Customized display properties
Customized e-mails
Reviewer task
Supervisor task
User task
“Properties” tab
Customized layout
Date
Default task
Delete
Designing a process
Process toolbar
Delete a condition
Delete all
Delete column
Delete row
Dependencies
Designing a process
Process management screen - Available tabs
“Dependencies” tab
Deploy
Configuring the customized table
Designing a process
How to deploy a process?
Deployment history
What is the “Show dependencies for all deployed versions” option for?
What is the “Show dependencies for last deployed version” option for?
Description
Display
Display dependencies graphically
Display edge labels
Display security profile
Document
EDM task
Reviewer task
User task
Document information
Document template
Document template task
Document template tasks
Document templates
Document template task
Document template tasks
Documents
Duplicate
E-mail template
Edit a condition
Encrypt
End date
Ends with
Equal with
Error
Estimated working time
Reviewer task
Supervisor task
User task
“Properties” tab
Events
Exceeded validate working time
Exceptions
Exclude
E-mail task
Start another process task
XML export task
Exclude from group
Exclude from hierarchy
Executor of
Supervisor task
User task
Export
Designing a process
How to export/import a process?
Export destination
Export name
Filter
Filters
Start another process task
XML export task
Find
Fit to window
Folder
Folder/Document/Pin
Font family
Font size
Font styles
Form
Document template task
EDM task
Start another process task
“Properties” tab
General
Designing a process
Display customization toolbar
Process management screen - Available tabs
“General” tab
Graph
Designing a process
Process management screen - Available tabs
“Graph” tab
Group all selected
Group expired
Group failed
Groups
Reviewer task
Supervisor task
User task
“Properties” tab
Help
Horizontal align
IF/NOT IF
Import
Import operation
Include
E-mail task
Start another process task
XML export task
Insert a row above
Insert a row below
Insert column after
Insert column before
It has expired
It is canceled
It is finished
Label
Security task
Signature task
Legend
Log
Designing a process
Process management screen - Available tabs
“Log” tab
Log entries
Merge cells
Merged columns
Merged rows
Message
Month audits
Name
Designing a process
Start another process task
New
Next matching node
No zoom
None
Not equal with
Only Show error audits box
Open
Operation
Operator
Data exclusive division gateway
EDM task
E-mail task
Inclusive division gateway
Reviewer task
Start another process task
Start event
Supervisor task
User task
Options
Other markers
Paste
Paste cell
Pin
Planner
Defining the planner for a process
Designing a process
Process management screen - Available tabs
Planners
Defining the planner for a process
“Planner” tab
Previous matching node
Print
Priority
Process canceled
Process definition
Process due
Process expired
Process finished
Process launched by
Process manager
Planning
Reviewer task
Supervisor task
User task
“Properties” tab
Process markers
Process started
Processes
Designing a process
Process management screen - Available tabs
Properties
Change priority task
Designing a process
Process management screen - Available tabs
Wait attribute values
“Properties” tab
Randomize cells content
Recipients
Reviewer task
Supervisor task
User task
“Properties” tab
Redo
Refusal
Rename
Reset
Reset cells
Reset layout
Roles
Reviewer task
Supervisor task
User task
“Properties” tab
Roles list
Reviewer task
Supervisor task
User task
Rows
Save
Save as
Script editor
Automatic task
“Scripts” tab
Scripts
Automatic task
Designing a process
Process management screen - Available tabs
“Scripts” tab
Select all
Select merged cells
Server default
Server log
Show dependencies for all deployed versions
Show dependencies for last deployed version
Show login/logout events
Show properties
Show the subgraph for the selected nodes:
Show/Hide markers
Sign digitally
Start
Start another process
Start date
Starts with
Style
Summary
Process management screen - Available tabs
“Summary” tab
Swim lanes
Synchronization
Target
Task
Task accepted
Reviewer task
Supervisor task
User task
“Properties” tab
Task assigned
Reviewer task
Supervisor task
User task
“Properties” tab
Task canceled
Reviewer task
Supervisor task
User task
“Properties” tab
Task due
Reviewer task
Supervisor task
User task
“Properties” tab
Task expired
Reviewer task
Supervisor task
User task
“Properties” tab
Task failed
Task finished
Reviewer task
Supervisor task
User task
“Properties” tab
Task form
Reviewer task
Supervisor task
User task
Task order
Task properties
Automatic task
Designing a process
General
Task reassigned
Reviewer task
Supervisor task
User task
“Properties” tab
Task refused
Reviewer task
Supervisor task
User task
“Properties” tab
Task started
Reviewer task
Supervisor task
User task
“Properties” tab
Task unassigned
Timetable
Type
Undeploy
Undo
Undo merge cells
User
Users
Reviewer task
Supervisor task
User task
“Log” tab
“Properties” tab
Validate working time
Reviewer task
Supervisor task
User task
“Properties” tab
Value
Data exclusive division gateway
EDM task
E-mail task
Inclusive division gateway
Reviewer task
Start another process task
Start event
Supervisor task
User task
Wait attribute values
Vertical align
Week audits
Width
Workflow
Year audits
Zoom in
Zoom out
At least a start event and an end event
Default task
Contents
Index