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How to create a process (Java Client)


Processes can be created in two ways: via the Java client (see steps below) or via the WebUI.

Setup Steps for Java Client

Log in and create a new process

  1. Log in to the desired Java back-end instance with the user role “System Administrator”.
  2. Open Report & Process from the menu.
  3. Click on Fig.: Create New Process to create a new process.

    Fig.: Report & Process window (SwingUI)

Set up the process (Report & Process Tab)

  1. Search Key: This is the internal search name and must be unique.
  2. Name: This is the name that will be displayed in the actions menu.
  3. Active: Must be enabled for the process to appear in the actions menu.
  4. Entity Type: This is the dictionary entry type determining mapping, ownership and synchronization.
  5. Data Access Level: Specifies who has access to this process and who can use it.
  6. Type: Defines the validation of the process type.

Fig.: Report process window (SwingUI)

Report Access Tab

Here you can enter the access rights for the roles.

Fig.: Report Access Tab (SwingUI)


To add a parameter click add new and the advanced edit with the following parameters will open up. In this advanced edit you can enter:

  1. Name, Description, Comment/Help: Contain information and help about the parameter needed to enter. The name and description are visible to the user.
  2. Entity Type: Shows what Entity Type the parameter is.
  3. Sequence: The way all parameters are ordered (usually in steps like 10, 20, 30, etc.)
  4. DB Column Name: Defines how the column is named.
  5. System Element: The system element can be selected from the already existing system elements and also prefills Name, DB Column Name, Description and Comment.
  6. Reference, Reference Key: Shows the type of parameter and optionally a key if the data is in a table or list.
  7. Mandatory: If this checkbox is ticked, the user must enter information and cannot leave it blank.
  8. Default Logic: Defines what value should be selected as default. See also: How to provide the result of an SQL to a user by running a process.

Fig.: Parameters (SwingUI)

Assigned to tables

  1. Process: Designation of the process.
  2. Table: The table to which the process is applied.
  3. Entity Type: The dictionary entry type. It determines ownership and synchronization.

Fig.: Assigned to tables (SwingUI)

Optional Translations

If you want to add translations

  1. Activate the translation tabs.

    Fig.: Under the tools, tick the checkbox 'Show Translation Tabs'

  2. After restarting your Java client, the translation subtabs Report Translation and Parameter Translation should be visible under “Report & Processes”.

    Fig.: Subtab 'Report Translation'

    Fig.: Subtab 'Parameter Translation'

View source file on GitHub.com