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How to create a process

Overview

Processes can be created in two ways: via the Java client or via the WebUI.

Steps via Java Client

Login

  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)

Setup 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 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)

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:

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

Fig.: Checkbox '' (SwingUI)

Assigned to tables

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

Fig.: Checkbox '' (SwingUI)


Steps via WebUI

Login in the WebUI

  1. login in the WebUI as System Administrator.
  2. Go in navigation to Report&Process.
  3. Create a new process. Fig.: Checkbox '' (SwingUI)

Setup the process

  1. Search Key: Is the internal search name and must be unique.
  2. Name: It is the name they are displayed in the action menu.
  3. Active: Must be on if the process is to be displayed.
  4. Entity Type: Dictionary entry type: Determines ownership and synchronization.
  5. Data Access Level: Specifies who has access to this process and who can use it.
  6. Type: Validation of the type of process. Fig.: Checkbox '' (SwingUI)

In Report Access

Here you enter the access rights for the roles.

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:

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

Fig.: Checkbox '' (SwingUI)

Assigned to tables

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

Fig.: Checkbox '' (SwingUI)

Optional Translations

If you still want to do translations

  1. you have to open tools.
  2. put a tick in show Translation Tabs

Fig.: Checkbox '' (SwingUI)

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

Fig.: Checkbox '' (SwingUI) Fig.: Checkbox '' (SwingUI)


View source file on GitHub.com