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 to create a new process.

   

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.

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:

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

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.

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.

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.

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:

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

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.

Optional Translations

If you still want to do translations

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

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