Business processes associated with apps describe the logic of the app. For example, for the Invoice app, you can create an approval process to describe all the stages of invoice approval in your company.
When you work with apps, you might also set up the main app process. It is created simultaneously with the app and has some specific features. Read more about the main app process in this article.
How to create a new process?
Business processes associated with apps are created in a similar way to the global processes.
Please note that only users included in the Administrators group can model, configure and edit business processes.
Click the gear icon next to the App name and select Business Process.
You will see a page with the list of the business processes associated with the app.
To add a new business process, click + Process.
Fill in the fields in the provided window:
- Name - specify the name of the process.
- Code - the code is used for working with API. It is generated automatically but you can edit it if necessary.
- Parent category - specify the folder where the process will be located. To create a new folder, go to the page with the list of business processes and click "+ Folder".
After filling in all the fields, click Create.
The process designer page will open where you can model the process in the same way as a global business process.
Context of the app and the business process
Select the process context if you want to work with variables that are directly related to the business process but are not relevant to the app. Such variables can be an initiator, a comment on a task, an executor of a swimlane, another app, etc. The business process context also contains a variable that stores the app you are currently working with.
Switch to the app context if you want to set up its forms or add properties that are relevant only to the app, for example, payment date or a contract number.
When you add a new property to the form of a start event or a task, it is automatically added to the viewing/editing forms of the app item. If you remove a property in the designer, it will be also removed from the app creation, viewing and editing forms.
Adding app statuses in a process
When setting up a business process associated with an app, you can add or change app statuses directly in the process designer on the Status tab.
This article describes in detail how to add statuses in the app settings. In the process designer, statuses are configured in exactly the same way.