How do I create a process (menu action)? (System Administrator)

Overview

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

Setup Steps for WebUI

Log in and create a new process

1. Log in to metasfresh with the user role “System Administrator”.
2. Open “Report & Process” from the menu.
3. Create a new entry.

Set up the process

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

   Note: This field is located in the advanced edit menu via the actions menu (shortcut Alt + E / ⌥ alt + E).

Report Access tab

Here you can enter the access rights for the roles. Go to the record tab “Report Access” at the bottom of the page and click . An overlay window opens up.

Parameters

Go to the record tab “Report Access” at the bottom of the page and click . An overlay window opens up.

1. Sequence: The way all parameters are ordered (usually in steps like 10, 20, 30, etc.)
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: Shows the type of parameter and optionally a key if the data is in a table or list.
6. Mandatory: If this checkbox is ticked, the user must enter information and cannot leave it blank.
7. Entity Type: Shows what Entity Type the parameter is.
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.

Assigned to tables tab

Go to the record tab “Assigned to tables” at the bottom of the page and click . An overlay window opens up.

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