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Speaking of starting requests...

Once the process has been totally modeled and it is released for use, the users that have permission can start the process requests.

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In this window, you can define a process as a favorite and copy its link, directing directly to the opening of the request.


Quick launch

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01. From the main menu, click Processes.

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Painel

The quick launch area may be empty when opened for the first time. This is due to the fact that processes are only displayed in this feature after they have been initiated. The last five processes accessed are then shown in this area.



Start requests

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01. The Registered processes menu shows all registered processes. The user can also mark processes as favorites and view favorite processes, locate and select processes by categories and subcategories

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Painel

This tab allows you to attach any document type existing on fluig the platform to the request, as well as upload new files. You can also delete existing attachments. The execution of these actions depends on the attachment security configured for the process.
To view an unpublished file, download the file and view it on the local computer. Click on the file or select Download

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Painel

Next activity
Activity to which the request will be forwarded. The activities displayed in the selection box are the forward or backward activities that are configured for the respective activity.

Person in charge
User in charge of performing the activity to which the request will be forwarded. The chosen user will be the person responsible for the activity chosen in the Next activity field. In some situations, this option will not be displayed. That occurs when the activity chosen in the Next activity field has some assignment condition that does not require selection of a user, such as a pool assignment mechanism by group or role or a joint activity for all users.

Password
Password of the authenticated user that is starting the request. This field is only displayed if entering password is defined in the process as required to start a request.

Records
Time taken to start the request (expressed in hours). This field is only displayed if recording hours is defined in the process as required to start a request.

Repository
Repository that stores the digital certificate used for digitally signing the start activity of the request. This field is only displayed when the start activity of the request requires a digital signature.

Certificate
Certificate to be used for digitally signing the start activity of the request.

12. Click Send

Painel

After submission, the selected user or manager will receive an email notification detailing the request, including add-ons.
Therefore, the request’s add-ons cannot be sent separately via email.
Email notification receipt settings must be properly configured in order to receive notifications.

Painel
titleWhat do you wish to do?

Shortly after clicking Send, the user can define what action to take. Available options are described as follows:

  • Start new request based on this one: This option allows the user to start a new request by reusing the data from the previous request.
  • Start new blank request: This option allows the user to start a new blank request to be filled out by the user.
  • Go to the start requests screen: This option redirects the user to the Start requests screen.
  • Go to task central: This option redirects the user to the Task Central screen.

When the user clicks the request number or the Access request link, they will be directly redirected to the request.



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01. In the listing of categories and subcategories of available processes, search and select the process of your choosing to copy its link, directing to the opening of the request.

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Painel

When you click this icon, the link that directs to the process requests startup window is copied to the transfer area and can be pasted in the location of your choosing.



Define process as favorite

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01. In the listing of categories and subcategories of available processes, search and select the process to be defined as favorite.

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Painel

To view all favorite processes, click the Favorites item located on the left side of the screen. This filters all favorite processes in the list.



Remove process from favorites

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01. In the favorite processes area, search the process you want to delete from favorites.

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Informações
titleAttention!

This documentation is valid from update Lake (1.67.5 0) - Liquidupdate. If you use an earlier version, it may contain information different from what you see in your platform.