Process Nodes

Process Nodes

Process Nodes Nodes are steps of process. They define what are the steps has to be performed, while executing a process. For example: If an employee has to request leave, following are the steps to be performed:

• Employees send leave request to manager
• Manager approves or rejects
• HR tracks the leaves of an employee

Therefore, following are the nodes of a Leave request process:

• Send Leave request
• Manager Approval
• Manager Rejection
• HR Notification.

Node can have different types:

• "Wait"-Nodes wait for input, so they are visible in the worklist of the user that is assigned to that node. You can define actions and forms for this node type.
• "Activity"-nodes execute actions without waiting for user input. You can define actions for this node type.
• “Fork” - From this node you can execute several new nodes simultaneously (several nodes will be activated not only one as for 'Activity' node type).
• "AndJoin" - node should wait for all its incoming transitions (e.g. until all managers are not approved the letter about payment - the payment is not done).
• “OrJoin” -node should wait for at least one incoming transition and then can be activated/executed/etc (e.g. if the 'letter about payment' was rejected or approved by manager - we go to the 'Final' node and finish the process flow).

Add Nodes

1. Click "Add" -button, which is under Process Nodes, or click Edit Process Types menu, click its corresponding Edit option, and the click "Add" -button under Process Nodes. The Process Nodes screen appears.

2. Enter Node ID, Due Date, and select Type from the drop down. Note: Node ID and Type are mandatory.

3. Click "Apply" -button.

Now you can assign the node to any user or roles, and define the visibility of variables.

For example: In Request Leave process a manager can only approve or reject leave. The Assigness column allows you to assign the nodes Manager Approval and Manager Rejection to manager role or user.

Add Assignee(s)

To add assignees, follow the steps below:

1. Select User or Roles using radio buttons.
2. Click "Plus" -button under Assignees. A window appears, which displays User or Roles.

 

1. Select User or Roles and click "Close" -button.
2. Click "Add" -button. The selected user or role is added to Assignees.

You can click Delete option to delete an assignee.

Once you add assignee the next step is to define visibility of process variables.

Visibility of Variables

Visibility of variables is to define whether the process variables are invisible, read only, or write and read variables. Following are visibilities available:

• INVISIBLE
• READ_ONLY
• WRITE_READ

Select the visibilities for each process variables in Visibility for Variables: Variable List.

The “Preview Generated Form” button is used to preview the form generated for the nodes of “Wait” type. Refer Manual Form section for more details.