Overview
Processes can be created in two ways: via the Java client or via the WebUI.
Steps via Java Client
Login
- Log in to the desired Java back-end instance with the user role “System Administrator”.
- Open Report & Process from the menu.
-
Click on
to create a new process.

Setup the process (Report Process Tab)
- Search Key: This is the internal search name and must be unique.
- Name: This is the name that will be displayed in the actions menu.
- Active: Must be enabled for the process to appear in the actions menu.
- Entity Type: This is the dictionary entry type determining ownership and synchronization.
- Data Access Level: Specifies who has access to this process and who can use it.
- Type: Defines the validation of the process type.

Report Access Tab
Here you can enter the access rights for the roles.

Parameters
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:
- Sequence: The way all parameters are ordered (usually in steps like 10,20,30,…)
- Name, Description, Comment/Help: Contain information and help about the parameter needed to enter. The name and description are visible to the user.
- DB Column Name: Defines how the column is named
- System Element: The system element can be selected from the already existing system elements and also prefills Name, DB Column Name, Description and Comment.
- Reference, Reference Key: Show the Type of parameter and optionally a Key if the data is in a table or list.
- Further options
- Mandatory: If the box is checked, the user must enter information and cannot leave it blank
- Entity Type: Shows what Entity Type the parameter is
- Default Logic: What value should be selected as default, see: Provide the result of an SQL as process to the user

Assigned to tables
- Process: Designation of the process.
- Table: The table to which the process is applied.
- Entity Type: Dictionary entry type: Determines ownership and synchronization.

Steps via WebUI
Login in the WebUI
- login in the WebUI as System Administrator.
- Go in navigation to Report&Process.
- Create a new process.

Setup the process
- Search Key: Is the internal search name and must be unique.
- Name: It is the name they are displayed in the action menu.
- Active: Must be on if the process is to be displayed.
- Entity Type: Dictionary entry type: Determines ownership and synchronization.
- Data Access Level: Specifies who has access to this process and who can use it.
- Type: Validation of the type of process.

In Report Access
Here you enter the access rights for the roles.
- Add neu

Parameters
To add a parameters click add new
and the advanced edit with the following parameters will open up.
In this advanced edit you can enter:
- Sequence: The way all parameters are ordered (usually in steps like 10,20,30,…)
- Name, Description, Comment/Help: Contain information and help about the parameter needed to enter. The name and description are visible to the user.
- DB Column Name: Defines how the column is named
- System Element: The system element can be selected from the already existing system elements and also prefills Name, DB Column Name, Description and Comment.
- Reference, Reference Key: Show the Type of parameter and optionally a Key if the data is in a table or list.
- Further options
- Mandatory: If the box is checked, the user must enter information and cannot leave it blank
- Entity Type: Shows what Entity Type the parameter is
- Default Logic: What value should be selected as default, see: Provide the result of an SQL as process to the user

Assigned to tables
- Process: Designation of the process.
- Table: The table to which the process is applied.
- Entity Type: Dictionary entry type: Determines ownership and synchronization.

Optional Translations
If you still want to do translations
- you have to open tools.
- put a tick in show Translation Tabs

- Then restarted your Java client.
- Now in report & processes the translation tabs should be visible.

View source file on GitHub.com