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It is also possible to export the process documentation, generating a document with information referring to the process and its activities or the process flow image.
Basics Paths
Configure Start
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01. Drag the Start element from the side menu to a location in the process flow modeling area
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Required information: Description Instructions Working Hours Assignment mechanism
Completion deadline
Request digital signature When checked, such activity must be digitally signed by its performer user. In this case, upon completion of the activity, it displays a window where the performer user needs to add their digital signature and, only then, can the request be sent to the next activity. Confirm password Inhibits Transfer option Joint activity % Consensus Selects collaborators
Never (valid for joint activities only): when selected, this activity will be assigned to all users listed by the defined assignment mechanism. When selecting this option, the Joint activity field is automatically checked, and you are also required to enter the % Consensus. |
04. If a mechanism is selected, click Configure, located next to the Assignment mechanism field, and define the information for it.
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to enter the % Consensus. |
04. If a mechanism is selected, click Configure, located next to the Assignment mechanism field, and define the information for it.
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For information on assignment mechanism settings, see Configure assignment mechanism. |
05. Go to the Attachment rules tab.
06. Click Add to add a new attachment rule.
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When adding a new rule, fill the following fields: Operator Amount Name Message |
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Rule resolution order: 1- Check all “no” and, if you find a record that invalidates the rule, throw an exception; 2- Check all the equal to, greater than, greater than or equal to, lower than, and lower than or equal to. When you find the first one valid, add the number of valid attachments for this condition; 3- If you use “any” and do not find any valid conditions, consider the file as valid. If there is no “any” and you cannot find any valid conditions, moving it will not be allowed. Forbid attaching files to the activity
Expected results: Force to attach files to the activity
Expected results: Attach a Zip file to the activity
Expected results: Attach a Zip file and a PDF file to the activity
Expected results:
Attach a Zip file or a PDF file to the activity
Expected results:
Attach a zip file and choose to attach (or not) other file types to the activity
Expected results:
Forbid attaching a zip file and choose to attach (or not) other file types to the activity
Expected results: Force to attach a zip file and at least one other file type to the activity
Expected results:
Attach one or more image files
Expected results:
Allow only image files, but attachments are not mandatory
Expected results:
Force to attach a file with a specific name
Allowed: server.log
Force to attach a file with a partial name
Allowed: server.log, server-2018.log
Allowed: server.log, server-2018.log, server.log.zip
Allowed: abcserver.log, server.log, server-2018.log, server.log.zip
Forbid attaching a file with a partial name
Allowed: no attachments or anotherfile.anything
Allowed: no attachments or anotherfile.anything
Forbid attaching a file with a partial name and require file with a different name
Allowed: anotherfile.anything
Allow an extension file only with a specific name
Not allowed: server.log, server.txt, server.log.zip, server.zip
Allowed: server.log, server-2018.log, server.txt, server.log.zip, server.zip, server.txt, server.log.zip, server.zip
Difference between using “No” or “= 0” Yes, there is a difference. No is a priority rule, i.e. it will be executed before the others. Check out the example below:
If the user adds a file named server.zip, in the first case this attachment will not be accepted. In the second case, as the first rule is met by the filename, it will be accepted. |
07. Click Confirm.
05. Go to the Monitoring tab.
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This documentation is valid from update 1.6.2 on4 - Waterdrop. If you use an earlier version, it may contain information different from what you see in your platform. |