Using Processes
Initiating a Process
IMPORTANT! You can only perform an Initiate Process operation on objects that have been defined as workflow managed by the SmarTeam System Administrator.
In order to initiate a workflow process, the following actions need to be performed:
- Select the required process
- Attach one or more objects to the process
- Initiate and Send the process to the next Node
Notes:
- The Initiate Process and SmartBox buttons are only displayed in the Application Toolbar when SmartBox mechanism is added to the database and the applicable SmarTeam - Workflow license is accessible by the SmarTeam - Web Editor server.
- In the SmarTeam - Web Editor on Express environment, the Attached Folders (Affected, Solution and Reference) are not presented under the Engineer Change Request (ECR) process for users other than the Administrator. You can correct this by adding view permission to the Attached Folder Class via the User Authorization window.
SmarTeam - Web Editor Limitations
- Appropriate authorizations must be assigned to the user in order to ensure that they can view/add/update attachment folders in SmarTeam - Web Editor.
- When working with SmarTeam - Web Editor, the user must define a special view to see the attachment folders and attached objects of a process.
- Currently, the link between attachment folders and attached objects cannot be viewed in SmarTeam - Web Editor.
To initiate a workflow process:
- From the Application Toolbar, select Initiate Process to display the Process List window to initiate a floating process, not linked to any specific object.
OR
In the Navigation Pane, locate the object for which you want to initiate a workflow process.
Then, from the Edit Actions menu, select Initiate Process.
The Select Process page appears.
OR
In the Search Results window, select the object(s) for which you want to initiate a workflow process.
Then, from the Edit Actions menu, select Initiate Process.
OR
Display the object's profile card.
Then, from the Edit Actions menu, select Initiate Process.
The Select Process page appears.
- Select the desired Process Name.
- The Process Profile Card appears in the right-pane.
A sample profile card for a General Flow Process is shown below:
The information displayed in the profile card depends on the type of process selected and on the workflow settings defined by the system administrator. The following list presents examples of information that may be displayed in the profile card tabs:
- General - Attributes for the Process for review or updating.
- Attached Objects: Displays details about any objects that are attached to the process. Using the Attached Objects link, you can create a new object(s) and attach it to the process or attach an existing object to the process. See Attaching an Object to a Process.
- Notes: Displays any notes or comments about the Process. Using the Add button, you can add your own notes to the process.
- Additional: Displays additional information about the user and the process.
- Viewer: Displays a view of the object selected that is attached to the process.
- Flowchart: Displays the default flowchart for the process, enabling you to view information about each Node and/or select a different flowchart for the process. See Flowchart Operations for details.
- Select one of these options to perform the initiate process operation:
- Create: Enables you to create a process without sending it to the next node. Use this option when you need to add modifications (assigning users, attach additional objects, etc.) before sending the created process to the next node.
- Create and Initiate: Creates the process and moves it to the next node.