Difference between revisions of "Process Settings"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| (14 intermediate revisions by the same user not shown) | |||
| Line 2: | Line 2: | ||
:* '''Name -''' Give the process a name. | :* '''Name -''' Give the process a name. | ||
:* '''Description -''' Give it a short description. | :* '''Description -''' Give it a short description. | ||
:* ''' | :* '''Enabled''' (Default=true) | ||
:* '''Process Control Role(s) | :*: Clear this box to turn off a process without deleting it. | ||
:* '''Process Model | |||
:* '''Process Control Role(s)''' | |||
:*: Select one or more [[Roles]] who are authorized to start (or stop) this process. | |||
:*: If no Roles are selected, then anyone with access to the record can start the process and stop it. | |||
:* '''Process Model''' | |||
:*: Click the diagram to open the [[Process Model]] editor. | |||
:*: Version comments you provide when saving changes are displayed in the process history, below the Settings. | |||
====Process Target==== | ====Process Target==== | ||
This section appears for a standard process. It does not appear for a callable process. | |||
:* '''Target Duration -''' Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.) | :* '''Target Duration -''' Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.) | ||
:* '''Target Date will be Calculated from -''' | :* '''Target Date will be Calculated from -''' | ||
| Line 12: | Line 20: | ||
::* '''{objectName} Creation -''' The target date is based on the date the record in this Object was created, regardless of when the process starts. | ::* '''{objectName} Creation -''' The target date is based on the date the record in this Object was created, regardless of when the process starts. | ||
:* '''Calculate using Business Hours -''' Clicking this button lets you choose the [[Business Hours Calendar]] to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy. | :* '''Calculate using Business Hours -''' Clicking this button lets you choose the [[Business Hours Calendar]] to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy. | ||
====Revision History==== | |||
This section shows the history of [[Process Model]] revisions, with the most recent at the top. The Revision comment is shown for each version, along with the last person to modify the process model, and when. | |||
;Actions: | |||
: '''View''' | |||
:: See the process model diagram for an older version, click the version number. | |||
: '''Revert''' | |||
:: Revert to this version of the process model (a confirmation dialog appears). | |||
:: After reverting, a new version appears at the top of the history, with the comment "Reverted to version {version#}". | |||
Latest revision as of 01:32, 28 April 2015
Basic Information
- Name - Give the process a name.
- Description - Give it a short description.
- Enabled (Default=true)
- Clear this box to turn off a process without deleting it.
- Process Control Role(s)
- Select one or more Roles who are authorized to start (or stop) this process.
- If no Roles are selected, then anyone with access to the record can start the process and stop it.
- Process Control Role(s)
- Process Model
- Click the diagram to open the Process Model editor.
- Version comments you provide when saving changes are displayed in the process history, below the Settings.
- Process Model
Process Target
This section appears for a standard process. It does not appear for a callable process.
- Target Duration - Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.)
- Target Date will be Calculated from -
- Process Start - The target date is calculated from the date and time that the process is initiated.
- {objectName} Creation - The target date is based on the date the record in this Object was created, regardless of when the process starts.
- Calculate using Business Hours - Clicking this button lets you choose the Business Hours Calendar to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy.
Revision History
This section shows the history of Process Model revisions, with the most recent at the top. The Revision comment is shown for each version, along with the last person to modify the process model, and when.
- Actions
- View
- See the process model diagram for an older version, click the version number.
- Revert
- Revert to this version of the process model (a confirmation dialog appears).
- After reverting, a new version appears at the top of the history, with the comment "Reverted to version {version#}".