Working in the step tab

User

Application database > Processes tile > select process > Contributor > select step tab

Navigation panel > Contribute > Processes > select process > Contributor > select step tab

Filter entities in the hierarchy

  1. In Nodes, click and select the rule to filter.
  2. Enter the code or description by which to filter and click : the search result will appear in Entity.
  3. (optional) To set advanced filters, click .

Display the workflow of tasks of an entity in a step

  1. In Organisation, select the desired entity: the relative task workflow will appear in Workflow.
  2. To change the display mode, select (list) or (chart).

View details of the last change to an activity

Move the cursor over the desired activity: a tooltip will appear with the date of the last change made to the activity and the name of the user who made it. This information is updated whenever the execution of the non-optional task ends without blocking errors or upon execution of Task is Complete or the Set task as not complete.

Run actions on the step

  1. Select one or several entities or nodes.
  2. In Actions, click on the button for the desired action or, if the button contains a sub-list of actions, click and select the specific desired action.
  3. If the selected action requires other requirements or filters to be set, set them in the dedicated window.
  4. Confirm the action.

Open forms for a task workflow activity

  1. Select an entity from the hierarchy: the workflow of the entity’s tasks on the step will appear in Workflow.
  2. Click on the icon relating to the desired data entry form, then choose Open Form in Web or Open Form in Excel.

Run or terminate an activity in the workflow

  1. Select an entity from the hierarchy. The workflow of the entity tasks on the step will appear in Workflow.
  2. Click on the icon for the desired activity, then choose Run or Task is Complete.

Act on entity activities in multi-select mode

  1. Select the desired entities simultaneously: the Actions section will appear.
  2. Click Detailed task list: the list of available activities on the selected entities will appear.
  3. Select one or several activities: the Done, To do and Run selected tasks fields will appear at the bottom of the table.
  4. Select the field related to the desired activity.

Run all data processing of grouped activities (chart view)

  1. Select the desired entity.
  2. Click and then on Run: all data processing of the selected grouped activities will run. The group can be opened and individual tasks can be run if you click + at the top, to the right of the icon.