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XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
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    • What's New in 7.0
    • Security
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      • Integration
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      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
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  • Properties of a Process
  • Creating a New Process
  • Deleting a Process
  • Editing an Existing Process

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  1. How-To Guides

Working with Processes

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Last updated 3 months ago

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A Process is a grouping of related activities or events that follow a defined workflow based .

Properties of a Process

Description

Use this property to specify a short description for the process.

ID

A numerical value which uniquely identifies this process. This property is automatically assigned, and used internally by XMPro.

Name

This property specifies the name of the process. This name uniquely identifies the process.

Visible

This property will determine if new processes can be started from the New option in WorkFlow.

Creating a New Process

  1. In the Server Explorer, click on the Process Explorer Category.

  2. Double-click on the Process Group in which you want to create the new Process. This will open the process group's document window in the main work area.

  3. In the Toolbox, make sure you are in the Processes category.

  4. Drag a Process from the toolbox to the main work area.

  5. In the main work area, select your new process.

  6. In the Properties window, configure the properties for your new process.

  7. Click on Save icon from quick access toolbar; or press Ctrl + S on your keyboard to save the process.

Note: An asterisk (*) will appear on the tab of the document window to show you that there is unsaved information. After saving, the asterisk (*) will disappear.

Deleting a Process

  1. In the Server Explorer, click on the Process Explorer category.

  2. Double-click on the Process Group containing the Process you want to delete. This will open the process group's document window in the main work area.

  3. In the process group's document window, select the process you want to delete.

  4. Click on Delete icon from the quick access tollbar; or press Ctrl + D on your keyboard to delete the process.

  5. When prompted, click on OK.

  6. Click on Save icon from the quick access toolbar; or press Ctrl + S on your keyboard to save the process.

Note: An asterisk (*) will appear on the tab of the document window to show you that there is unsaved information. After saving, the asterisk (*) will disappear.

Editing an Existing Process

  1. In the Server Explorer, click on the Process Explorer category.

  2. Double-click on the Process Group containing the Process you want to edit. This will open the process group's document window in the main work area.

  3. In the process group's document window, select the process you want to edit.

  4. Make the desired changes in the Properties window.

  5. Click on Save icon from the quick access toolbar; or press Ctrl + S on your keyboard to save the process.

Note: An asterisk (*) will appear on the tab of the document window to show you that there is unsaved information. After saving, the asterisk (*) will disappear.

Fig 1. Steps in creating new process