Being the owner or administrator of a given Organization, you can:
create new processes
edit existing processes
To do this, from the main menu on the left side, click the + Build Process buttonNote: If you are not the administrator or owner of any Organization, this button will not be available to you. It will also disappear when you switch to an Organization where you do not have these permissions.More about the roles and permissions in the System: clickCreating a process is divided into several stepsI. Choose the method of creating the process
Create a new processBy choosing this path, you will build a completely new process yourself, using the creator/builder. Remember that you can alternatively modify one of the ready-made templates – in this case, select „Use template”.
Use a templateTo create a new process, you can use one of the ready-made templates – prepared by the Dew-X team or your own. The uploaded template can be freely modified.
I have a file with a processIf you have your own file or a file received from someone with a previously prepared process, upload it here and start editing it. It does not matter if it is a flow/processing of a document or a case.
You make your choice on the screenIf you chose method 3. I have a file with a process – upload it and then proceed as for editing the process, you can read about it here: clickIf you chose method 2. Use a template go to theProcess templates sectionIf you chose method 1. Create a new process, continue readingII. Decide which of the two types of processes you want to build
The process will start with adding the fileThe first step in these processes is adding a file, e.g. invoices, letters or contracts. A preview of the document (PDF, graphic) will be displayed next to the form.Popular processes of this type include the flow of invoices, office of incoming letters, agreement acceptance. Other documents can be added as attachments.
The process will begin running the formThis is a process that does not require a document to begin.The user will fill in a form without previewing a document.Popular processes of this type include a purchase application, support application, and vacation application. Documents can of course be added as attachments.
You make your choice on the screenIII. Specify the basic parameters
Choose a symbol that will help you identify the process
Note: do not attach too much importance to this – the icon has no substantive connection with the process. You will be able to change it late
Name the process a unique name (in a given Organization)
Determine what its first step will be
IV. Build the first and following formsEach form should have some fields. In the Dew-X creator/builder, we implemented fields and ready-made components that we called plugins. Fields come in several forms: – text
– text area
– choice: yes/no
– date range
– e-mail Hint: if you want the user to be able to add multiple attachments, links or e-mails, then the fields: attachment, link, e-mail, add only once – by completing the form, you will be able to add any number of them.For each field, specify whether it is required or not. In the first case, if the user does not fill it in, he will not be able to proceed further.If it is worth adding a header, information or instruction before the field – insert the plugin „Section description” there.You can read more about plugins here: clickYou can change the order of added fields and plugins on a given form using the drag and drop method.Fields and plugins can also move between stepsSelect the pencil icon on the toolbar of a given plugin or field and indicate to which step it should be movedThe moved field will disappear from the given step and will appear at the end of the list on the selected one.When you finish a given step / form, go to create the next step / form:
by defining its name
specifying the deadline
deciding what will happen when this step is not performed (e.g. due to the expiration of the deadline)Two options are available: Undo or End process
Ending the process at a given stepYou can allow a certain process to be completed before all the steps provided have been completed. This will be the action that the user who performs the step can select as an alternative to forwarding the task.To allow such a possibility, at a given step select Yes in the section „The process can be ended at this step”You can do this at one or more different steps in the process.Default performer in the processIf a given step is to be performed by a specific user by default, you can select them from the liNotes:Only users from inside a given Organization will be on the list, but if they have not accepted joining it yet, selecting them will not be possible.In the course of the process, the person performing the task will be able to consciously change the addressee or indicate multiple addressees for the next step.If it is easier to build a step on the basis of an existing one, use the functionality called Duplicate Action.This feature is used to duplicate an entire step in a process.It can come in handy when the next steps in the process have similar fields, e.g. there are many Approvals.The duplicate step will appear last, but by using the Reorder feature (mentioned above) you can place it anywhere in the process.Of course, each of the resulting steps can then be edited to give them separate characteristics.Note:We recommend that you think about using the same field names in the next steps of the process, because in the case of fields with the same names in the report (more about reports: click) in the summary sheet, only the last, final value is presented. If your goal is to present each of these fields separately, call them different names, e.g .:– in the HR step: HR Approval (instead of Approval)– on the step Legal Department: Legal Approval (instead of Approval)– at the Management Board step: Management Board approval (instead of Approval)You can change the order of steps in the process using the drag and drop method available in the menu on the right side of the screenV. Select Highlighted VariablesSpecify from 1 to 3 variables („Highlighted fields” option) that are worth showing on the tab of a given process instanceHint: for vacation requests, this can be, for example: name, last name and date range, and for invoices: name, tax ID and net amount. These fields will be visible on the task tab without going into its details. VI.PublishingWhen you finish creating the last step, select Publishfrom now on, it will appear on the list of processes in a given organization and will be available for use.Each process can also be Saved as a fileYou can save your work to a file at any time by creating or editing a process.To do this, select Close in the menu on the right and then Save as file.Save the file to a location of your choice on the disk.This file can be used when creating a new process.In this case, in the builder/creator, in the first step, select the option I have a process file.Do not worry – you can edit a process multiple times (read more about editing an existing process here), refining it endlessly, even when users start using it.