1.11 Business Process Maintenance

This topic describes the systematic instruction to create the workflows.

It comprises of the following three screens:
  • Process List Screen
  • Process Management Screen
  • Verify & Submit Screen
Specify User ID and Password, and login to Home screen.

Process List

The Process List screen shows a list of processes. The user can select any of the existing processes. A blank process can also be selected in case the user wants to create a new workflow.

  1. On Home screen, click Task Management. Under Tasks, click Business Process Maintenance.
    The Process List screen is displayed.

    Figure 1-13 Process List


    Description of Figure 1-13 follows
    Description of "Figure 1-13 Process List"

  2. Select the required process and perform any one of the following actions:
    • Click Search to search for any of the existing workflows/processes.
    • Click Upload DSL button to upload a workflow in JSON format.
    • Click Next to navigate to the next screen.
    • Click Cancel button to exit the Business Process Maintenance screen.

Process ManagementThe Process Management screen displays the list of the stages under the process, which was selected from the Process List screen, in the form of nodes. The Process Management screen includes Workflow Actions and a toolbar at top right that contains actions:

Table 1-2 Process Management

Field Description
Expand Node To expand nodes.
Edit Parameters To modify the parameters of the selected node (stage).
Delete Node To remove the selected node from the workflow.
Workflow Info To view the information of the selected process (including name, description and version).
DSL To view the DSL of the process or for a selected node.
Save button To save the DSL as JSON at any point of time.

  1. Click Next.
    The Process Management screen is displayed.

    Figure 1-14 Process Management


    Description of Figure 1-14 follows
    Description of "Figure 1-14 Process Management"

  2. On Process Management screen, on the individual nodes, click Options icon to select Edit Parameters to edit a stage.
    1. Click Options icon to select Edit Parameters or select a node and click Edit Parameters button to edit a stage.
      The Edit Parameters screen is displayed.

      Figure 1-16 Edit Parameters


      Description of Figure 1-16 follows
      Description of "Figure 1-16 Edit Parameters"

    2. Click Options icon to select DSL or select the node and click DSL button to edit DSL of a stage.
      The DSL screen is displayed.

      Figure 1-17 DSL


      Description of Figure 1-17 follows
      Description of "Figure 1-17 DSL"

    3. Click Options icon to select Expand Node or select the node and click Expand Node button to edit a stage.
      The Expand Node screen is displayed.
      Description of expand-node.png follows
      Description of the illustration expand-node.png

    4. Click Options icon to select Delete Node or select the node and click Delete Node button to del a stage.
      The Delete Node screen is displayed.

      Figure 1-18 Delete Node


      Description of Figure 1-18 follows
      Description of "Figure 1-18 Delete Node"

    Adding a Task

    1. Click + button on paths or the + button on Nodes for special cases.
    2. The user can create a new task or add an existing task using the pre-defined tasks option.
      The Pre-Defined Tasks screen is displayed.

      Figure 1-20 Pre Defined Tasks


      Description of Figure 1-20 follows
      Description of "Figure 1-20 Pre Defined Tasks"

    3. On Pre-Defined Tasks screen, specify the fields.
      For more information, refer to field and description table.

      Table 1-3 Pre Defined Tasks

      Field Description
      Select Type Select the type from the drop-down list.
      Select Task Select the task from the drop-down list.
    4. To add a new task, click + icon to select Action and select the task type to displays the from the list.
      The Task Parameters screen is displayed.

      Figure 1-21 Task Parameters


      Description of Figure 1-21 follows
      Description of "Figure 1-21 Task Parameters"

  3. Click Save and Insert to add the task to the workflow or Save to save the task for future use after completing the necessary information.
  4. Perform one of the following action on the Process Management screen.
    • Click Next to navigate to the next screen after modifying the stages.
    • Click Back to navigate to the previous screen.
    • Click Cancel to exit the Business Process Maintenance screen.

Verify & Submit

The Verify & Submit screen displays the process task list with all the new/modified tasks.

  1. Click Next.
    The Verify & Submit screen is displayed.

    Figure 1-22 Verify & Submit


    Description of Figure 1-22 follows
    Description of "Figure 1-22 Verify & Submit"

  2. Perform one of the following actions in the Verify & Submit screen.
    • Preview Diagram - Click this button to view the flow diagram of the selected process.
    • Create Process – Click this button to create a new process. If an existing process is modified, a new process with updated version appears in the process list.
    • Export DSL – Click this button to export DSL into a file in JSON format.
    • Back – Click this button to navigate to the previous screen.
    • Cancel – Click this button to exit the Business Process Maintenance screen.
    • View individual tasks - Click on a specific task in the list to view the diagram for that task.

Parent topic: Tasks