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 the transitions of an action.

  • 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 (do not prevent the workflow from running)

Action validations performed by the report generator:

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

  • It is 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 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 appplications'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