Index
Speaking of Converting Requests...
The purpose of that feature is to convert requests opened in older process versions to newer versions. This is done by mapping the older version process activities to the newer version activities. So the old process request receives all features and activities from the newer version with a simple conversion.
In a correct application of continuous improvement in business processes, a workflow request should start and end in the same version of a process.
The main reason why process versioning is allowed is precisely to offer the opportunity to improve processes, seeking to optimize the time spent on their tasks or to allow a better distribution of resources of an organization, both financial and human. Another reason the platform offers the conversion of workflow requests is as a last resort for situations where it is not possible:
The user responsible for a task can not move the task to another activity.
The process manager user is unable to move the workflow request.
From a business point of view, canceling the request and starting another is not possible. Note that when executing the conversion of requests, some platform rules should be considered, such as:
Process events that affect both source activity and target activity will run.
The user receiving the task must be a user included in the assignment mechanism defined for the target task.
The administrator user privilege does not exceed the limitations imposed by the target mechanism.
It is not possible to convert process requests whose flow is pending in a Sub process activity at the time of conversion.
The request form version will be retained after the conversion
You can´t convert process requests whose flows are pending in a Sub-process activity at the time of conversion.
Basic Path
01. From the main menu, click Processes.
02. Click Convert requests.
03. Select the process that contains the requests started in an old version, which you want to convert to a new one.
04. The window below displays Process data, allowing viewing the number of versions and open requests. Select the version of the process to convert its requests
You can only convert open requests, so the selected process version must contain open requests.
05. In the last window, you can check Process activities and view the number of current activities and the number of open tasks in each activity. Select the process activity to be converted
06. Select Next, located in the upper right corner of the window.
07. Select the target version, that is, the version to which the requests that are in the source version will be converted.
08. For each source version activity, select a target version activity.
For each old version process activity, a target version activity should be mapped. That mapping is required in order to associate the activities that are the same or similar between the two process versions.
09. Click Next, located in the upper right corner of the window.
10. From the displayed requests listing, select the ones to be converted.
11. Click Next, located in the upper right corner of the window.
12. Click Convert.
By converting the request, all pending tasks are finished and new tasks are created for the target activities.
Once the conversion is complete, you can view the log and check whether it was performed successfully.
Please note!
This documentation is valid as of the 1.5.11 update. Previous updates may contain different information than what you see on your platform.
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