|
1 | | -Basically, there are 2 possible ways to create a process. |
2 | | -The user can _add_ a new process or [_import_ an existing process](process-export-import). |
| 1 | +# Create, Manage, and Delete Processes |
3 | 2 |
|
4 | | -## Add a new Process |
| 3 | +When opening the _Process Editor_ view, you see an table. Here, you can create Folders and Process for your company space. The following screenshot shows the available menu options if you select, hover, or right-click a table row: |
5 | 4 |
|
6 | | -By clicking on the _Add_ button at the top right in the "Process Overview" page a creation window will be opened. |
7 | | -There, a process name is required. |
8 | | -You can choose every name for your process up to a maximum of 50 characters. |
9 | | -Optionally, you can add a description to the process or link multiple departments with the process. |
10 | | -After adding a name it will be possible to press the _Add Process_ button to create a new process. |
| 5 | + |
11 | 6 |
|
12 | | - |
| 7 | +## Add a new Process or Folder |
13 | 8 |
|
14 | | -## Organize the Processes in a List |
| 9 | +By right-clicking in the table or by clicking on the _Create Process_ button at the top left, you can add a new process and a window will open. |
| 10 | +There, a process _Name_ is required. |
| 11 | +Optionally, you can add a _ID_ and _Description_. |
| 12 | +After adding a Name it will be possible to press the _Create_ button to create a new process. |
15 | 13 |
|
16 | | -The "Process Overview" page gives you two ways to view the existing processes. |
17 | | -You can decide which one you prefer. |
18 | | -By clicking on the _list_ icon at the top left next to 'Processes', the datatable view will open. |
| 14 | + |
19 | 15 |
|
20 | | -There, you are able to star your favorite process, search for processes with the search bar, mark one or multiple processes and select actions, like export or delete. |
21 | | -Furthermore, you can sort the processes by column attributes, like favorites or name, just by clicking on the table header columns. |
22 | | -By clicking on a process in the table view the process will expand and show some more detailed information about the process, like a preview, some meta information and action buttons. |
23 | | -By hovering and clicking over the preview you can open the process in the editor. |
| 16 | +This is similar to adding new Folders: you can either right-click or use the three dot drop-down button in the top left. |
24 | 17 |
|
25 | | - |
| 18 | +## Importing existing Processes |
26 | 19 |
|
27 | | -## Organize the Processes in a Card View |
| 20 | +You can also import existing processes from your local hard drive by right-clicking or with the _Import_ button. |
| 21 | +After selecting the process file, a window shows the process meta information that can be changed for import. |
28 | 22 |
|
29 | | -By clicking on the _card_ icon at the top (next to the list icon), the process card view will open. |
30 | | -Here, you have the same options as in the datatable view. |
31 | | -You can star, search, mark processes, select actions, and expand the process to open it or get further information. |
32 | | -Moreover, by clicking on the favorite button under the search bar, the favorite processes are shown. |
| 23 | + |
33 | 24 |
|
34 | | - |
| 25 | +## Organize Processes |
| 26 | + |
| 27 | +Like the _Process List_ view, the _Process Editor_ page gives you two ways to view your folders and processes: as a table with rows or as cards. |
| 28 | +This can be changed by clicking on the two icons at the top right. |
| 29 | + |
| 30 | + |
| 31 | + |
| 32 | +The table view is more versatile. |
| 33 | +There, you can mark your favorite processes with a star, filter processes using the search bar, or sort processes by columns. |
| 34 | +You can also select one or more processes in the left column, right-click or hover your mouse over a row. |
| 35 | +New icons will then appear at the top and right of the row, which you can use to _View the Process Documentation, Open the Process Editor, Change the Meta Data, Move, Release, Download_ and _Share_ processes. |
| 36 | + |
| 37 | +Clicking on a row opens the Folder or the Process Editor to design and change a process. |
| 38 | + |
| 39 | + |
0 commit comments