Reports

Process report screen

Errors and warnings

Errors (prevent the workflow from running)

General validations performed by the report generator

• A process must have at least a beginning and an end.

• A process must have one single participant in the role of requester.

• There can only be one OTHERWISE condition in an action's transitions.

• If more than one transition exists between two actions, all of the transitions must be conditions.

• All process data must be used in the action parameters or in the transition conditions.

• Data used in a condition must be associated to an OUT or INOUT direction action parameter if no default value is set.

Action validations performed by the report generator

• All actions must have at least one next action or END.

• If an action has a transition to an end of a process, the transition of the next actions must have a condition.

• An action that loops must have a condition.

• For an application or a sub-process, all the required parameters of an action must be defined.

• Actions that include a transition with an OTHERWISE condition must have another transition with a condition that is not an OTHERWISE condition.

• If the action comes from a synchronization, the By the action initiator assignment method is not possible.

• If the action can be launched after an exception transition, the By the action initiator assignment method is not possible.

• The Automatic to the action initiator assignment method is not allowed if the participant is not a requester and if the participant of the previous action is different.

• The By the action initiator assignment method is not allowed if the action is called after an exception.

• Ensure that all required application parameters for an action are defined.

• Ensure that all the required action parameters for a sub-process are defined

Warnings (don't prevent the workflow from running)

Action validations performed by the report generator

• It's recommended to use an exception transition if actions use the following assignment methods and if the username is retrieved from process data:

  • Automatic to the person who handled...

  • Manual by the person who handled...

  • Automatic to the person

• It's recommended to use an exception transition if actions use an automatic application (web proc, web service or asynchronous web proc).

• It's advised to use an exception transition if actions use a sub-process.

• All process data must be used.

• Ensure that default and additional parameters used as OUT types are linked with data.

• Automatic applications must use an exception.

Usage

Fields	Remarks
Requests	Request environment
In progress	Number of requests in progress
Closed	Number of requests closed
Total	Total requests launched

General information

Fields	Remarks
Name	Process name
Version	Process version
Description	Process description
Status	Process status
Sub-process	Is this a sub-process?
Access level	Public or private access level
Categories	List of categories with which the process is associated
Lead time	Process lead time
Use working days/hours in duration calculation	Uses only office hours to calculate time schedule
Notify the requester when closed	Notification is sent to the requester when the request is closed
Archive the results of the actions	Saves the result of each process action at each step of the process

Participants

Fields	Remarks
Description	Participant description
Scope	The participant is defined in the global information
Role	Participant role in the process
Participant type	Type of association to the directory
Users	List of users associated with this participant
Groups	List of groups associated with this participant
Directories	List of directories associated with this participant
Coordinators	List of coordinator users for this participant
Graphical follow-up	Visible in the graphical follow-up
Permission for requests	Access to all requests
Permission for supervisors	Special permissions for supervisors
Permission for comments	None, read, or read/write permissions
Query	Supervisor limited scope query
Used in actions	Actions in which this participant is used

Data

Fields	Remarks
Description	Data description
Data type	Type of data
Default value	Default value of the data
Security	List of participants with access to the data
Show the data in the follow-up forms	The selected data will be visible in the following places: Request and action follow-up forms Default notification messages (emails) Action data popup window Search criteria list ✏️ Note: Unchecking this option disables and unchecks the Search criteria by default, Display in columns in the lists, and Display in column options.
Search criteria by default	The selected data will appear in every search screen as selected criteria without search parameters
Display in columns in the lists	The selected data will appear in a column in all lists of requests and actions (single-process mode)
Display in column in homepage	The selected data will appear in a column on the home page (single-process mode)
Read-only	Define data as read-only This saves disk space when used on file process data by associating a single copy of the file per process for all closed actions and closed requests. ✏️ Note: An action’s OUT and INOUT parameters using data declared as read-only will not be updated. ⚠️ Caution: In general, do not define EFORM applications'FORM_DATA elements (which contain the data of a form) as read-only.
Used in actions	List of actions in which the data is used
Used in conditions	List of process transitions in which the data is used

Actions

Action sections have sub-sections that provide information about the following:

• General

• Required parameters

• Additional parameters

• Previous action

• Next actions

• Notifications

• Additional notifications