Editing an existing process

Any previously created process can be edited. Thanks to this, it can be supplemented or improved. Note: this operation does not delete its previous history – all processed documents or cases will be preserved. The tasks in progress will be completed according to the previous steps. All new ones will follow the new rules. The following instruction is also used to build a new process based on an existing template (your own or a template provided by Dew-X) and applies to methods 2. Use a template and 3. I have a file a the process mentioned in step I: here To edit a process, select it from the menu on the left (remember to check what Organization you are in – the same process names may be used in your different organizations) Proces workflow. Obieg dokumentów i spraw Dew-X then select the gear and edit at the bottom right of the screen Proces workflow. Obieg dokumentów i spraw Dew-X Optionally, from here you can also change only its name and icon, save it as a file or delete it entirely. Note: deleting a process will also delete all its history, including documents, descriptions, approvals etc. You can switch between the steps by clicking on their names at the top of the screen Proces workflow. Obieg dokumentów i spraw Dew-X Add, remove, and change the order in which the fields and plugins, appear on the form Proces workflow. Obieg dokumentów i spraw Dew-X Move fields and plugins between steps Select the pencil icon on the toolbar of a given plugin or field and indicate to which step it should be moved Proces workflow. Obieg dokumentów i spraw Dew-X The moved field will disappear from the given step and will appear at the end of the list on the selected one Decide how the process should behave when the task is not completed at a given step Proces workflow. Obieg dokumentów i spraw Dew-X Enable or disable the ability to end the process at a given step You can allow a situation where the process can be completed before all the steps provided have been completed. This will be the action that the user who performs the step will be able to choose 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” Zakończenie procesu w obiegu dokumentów i spraw systemu workflow Dew-X You can do this at one or more different steps in the process. Specify or change the default contractor/performer in the process If a given step is to be performed by a specific user by default, you can select them from the list: Domyślny wykonawca zadania w obiegu dokumentów i spraw systemu workflow Dew-X Notes: 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. Changing the order of the steps Proces workflow. Obieg dokumentów i spraw Dew-X Changing the highlighted fields Proces workflow. Obieg dokumentów i spraw Dew-X Deleting unnecessary steps Proces workflow. Obieg dokumentów i spraw Dew-X Adding new steps Copy steps: „Duplicate activities” This function is used to duplicate an entire step in the process. It can come in handy when the next steps in the process have similar fields, e.g. there are many Approvals. Proces workflow. Obieg dokumentów i spraw Dew-X 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 resulting step can then be edited to give it 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 Acceptance) – on the step Legal Department: Legal Acceptance (instead of Acceptance) – at the Management Board step: Management Board approval (instead of Approval) Saving a process as a file You 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. Proces workflow. Obieg dokumentów i spraw Dew-X 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. Proces workflow. Obieg dokumentów i spraw Dew-X Note: This option is only available in the last step; if the added step is to be one of the previous ones – add it and then move it using the Change order function After editing – Publish the new version Proces workflow. Obieg dokumentów i spraw Dew-X