Introduction
Process Designer
- Design a process definition
- Designer autosave
- Step Connections
- Sub-Workflows
- Good to know
- Process designer keyboard short-cuts
- Creating an instance from the process designer
- Managing variables / globals / business objects
- Validating the workflow process
- Snapshot management
- Add comments in process design
- Searching within the process designer
- Statistics within the process designer
- Show a list of process / orphan steps
- Page / Grid Settings
- Exporting process definitions
- Renaming the process definition
- Recycle bin
- Copy process definition
- Remove all instances for a process definition
- Security permissions for process definitions
- Import Process Definition
- Render Process Definition
- Process Definition Favorites
- Locking process design
- Process definition history
- Report
- Update waiting instances
- Export / Import Step Properties
- Archiving process instances
- Usage
- Process definition folders
- Process View
- Workflow Expression Builder
Process Instances
- Introduction
- Create a new process instance
- Process instance actions
- Reset to step
- Export process instances
- Render process instances
- Statistics
- Step properties
- Re-send email notifications in task render instance
- Audit Report
- Sub-Workflows
- Archiving process instances
- Process Instance Favorites
- History
- Update waiting process instance variables
- Update waiting instances design
- Process instance folders
- Batch Operations
- Jump to step
- Send Message
- Update Process Instance design while in reset state
Tasks
- Introduction
- Notifications
- My team tasks
- Re-assign tasks
- Task delegation
- Task calendar
- Task Activity
- Queue assignment
- User Notifications
- Task Mappings
Form Definitions
- Introduction
- Creating a form definition
- Using the form designer
- Embedding forms (sub-forms)
- Using lookups from external sources
- Good to know
- System variables
- Form Preview
- Globalizing a form
- Rename form definition
- Recycle Bin
- Remove Form Instances
- Copy form definition
- Render form definition
- Import / Export Form Definition
- Form definition favorites
- Form definition instance archival
- Form definition history
- Forms Expression Builder
- Form Definition Permissions
- Form Variables
- Use common/global css styling on multiple forms
- Form URLs
Form Instances
- Introduction
- Creating a form instance
- Rename form instance
- Edit form instance
- Removing a form instance
- Render form instance
- Export/Import form instance
- Favorites - form instance
- Archive form instance
- Form instance history
Getting Started
- Using Forms in Workflow Process
- Routing a form within the process
- Getting form field values and saving in variables within the process
- Renaming the process instance based on form field information
- Setting form field values using a process step
- Moving data between forms within a process
- Generating PDF output documents from a process
- Data Table
Business Intelligence(BI)
- Introduction
- Definition start/end projections
- Render the definition and critical path
- Instance plan, actual & projected
Reports
- Introduction
- Design report template
- Rename report template
- Remove report template
- Export Reports
- Import report template
- Run reports
Data Types
- Introduction
- Create data type
- Import data type
- Validate data type
- Render data type
- Data Type Operations
- Table view
- Data types with errors
- Auto-detect
- Data type usage
Step Categories
- Introduction
- Creating a step category
- Remove a step category
- Update categories-Globalization
- Step Template Categories
- Creating a new step template category
- Rename a step template category
- Delete template category
Steps
- Introduction
- Creating a new step
- Import a step
- Edit a step
- Update step metadata
- Update step’s icon
- Edit step inputs
- Add new step input
- Edit step returns
- Copy a step
- Remove a step
- Export a step
- Table view of steps
- Suggestive steps
- Auto-detect/auto configure steps
- Step usage
- Template steps
- Testing a workflow step
- Request a new step
- Reload Steps
Business Objects
- Introduction
- Business Objects Actions
- Auto-detect business objects
- Business object properties
- Business object usage
- Request a new business object
- Testing business objects
Form Widgets
- Introduction
- Create a form widget
- Actions on Form Widgets
- Auto-detect form widgets
- Form widget usage
- Update master script
- Request form widget
- Form widget categories
Manage Dashboards
- Introduction
- Design dashboard
- Dashboard widget preview
- Show/Hide toolbox
- Preview dashboard
- Actions
- Export/Import Dashboard
- Good to know
Dashboard Widgets
- Introduction
- Import/Export a dashboard widget
- Actions on Dashboard widgets
- Dashboard widget usage
- Dashboard widget preview
- Dashboard Widget Categories
- Types of Dashboard Widgets
- Configuring a Custom Bar Chart Widget
- Configuring a Custom Pie Chart Widget
- Configuring a Custom Line Chart Widget
- Configuring a Custom Number Widget