The Process Graphic Editor

Last modified on 2023/03/22 12:22

Notes_:

  • A new workflow editor is available from Service Manager 2015.1 onwards. It runs on Microsoft Internet Explorer (version 9 or later), Firefox and Google Chrome.
  • In the new editor, you can use workflows that were previously created and configured using the former workflow editor.
Definition

The graphic editor enables you to define, configure and organize the different steps in each process and map them visually. You can use it for workflows (sequence of manual and/or automatic actions) as well as for business rule related processes (sequence of automatic actions).

EndDefinition

 

  • In both cases, the operating principle is identical even though you select different menu options to access it.
  • Each step in the process performs an action type and this determines the information to be specified.

Graphic presentation of a process

       Graphical process editor - Presentation.png

Notes

  • A process is always defined by a Start step Graphical process editor - Start step icon.png and an End step Graphical process editor - End step icon.png. These two steps cannot be deleted.
  • At the end of a step, the exit value will depend on the type of action for the step.
  • Other than the steps that start a process, every step must have an entry condition indicating the steps that must first be completed and their exit value.
  • Click here link in a step for sending an email:
    • To insert an auto connection link in an action generated during the step as a Click here link in an email, you must enable the parameters called {ADMIN} Enable auto connection link in emails for groups and {ADMIN} Enable auto connection link in emails for individual users (True) in the Other Parameters menu.
    • By default, the link is automatically added to the bottom of the email. Use the system tag called #CLICK_HERE_LINK# if you want to place the link elsewhere in the email.
  • REST action types display all standard REST API services provided by EasyVista as well as all manually added services. These must first be configured. Open url.png See the procedure.
  • Send notification action types update the notification counter Notification icon - Notifications.png in the notification bar. An evie type user must first be configured. Open url.png See the procedure.

Best Practice

  • To ensure that the modifications made to your process layout are not lost, remember to save before opening the properties pane of the step.
  • To modify an existing workflow that is currently used, you should work on a duplicate workflow:
    • Duplicate the workflow.
    • Once objects such as incidents or service requests have been processed, use filters to display all of them and modify the catalog entries related to them.
  • For complex workflows:
    • To ensure optimal performance when editing complex workflows, we recommend you use the Google Chrome browser.
    • When browsing through complex workflows, avoid using the mouse wheel because this can cause the screen to freeze. Instead, you can click and drag the diagram to the part you want. You can also display a mini-preview of the process using Graphical process editor - Toolbar - Preview icon.png and then click and drag the red rectangle to view the part of the process you want.
  • To make it easier to specify the entry conditions of a new step, you should first define, in chronological order, all of the steps on which it will depend.
  • Ensure that you can continue the process for each step:
    • The step should lead to another step.
    • If the step does not have an exit value, then it will not lead to another step.
    • The step is a final step that ends the process.
  • To avoid looping a process, ensure that you can access the End step.
  • Adapt mail component templates to your business requirements and style guide to format the Send Email steps quickly when an incident/request is created, closed or approved.
  • To include the Incident: Group and Incident: Support Person roles in an email, ensure that the status of the workflow is Completed before the step for sending the email. To do this, you should configure a conditional step associated with the Completed status using the SQL query below.
SELECT 1 FROM sd_request WHERE request_id = @@ID@@  
  • Limit the number of steps in the process to ensure optimal performance when the process is run.
    • Certain notification emails are triggered automatically by actions performed in process steps (e.g. Email, No Notification). You therefore do not need to include them as steps in the process.
    • When the recipient is identical to the requestor, group the notifications together to avoid sending duplicate notification emails.
    • Save the answers in questionnaires in the SD_REQUEST table instead of performing internal update steps. Open url.png See the Manage Questions wizard > Manage targets.
    • Use the different configuration possibilities in the SLA, e.g. Catalog, Department, Urgency Level, VIP Level of the recipient, Critical Level of the equipment, Location, etc.
    • Create tasks to manage specific cases instead of adding more steps to the process.

Characteristics of steps of a process

  • A step is associated with an action type using to define the handling to be performed. It can be the achievement of:* Manual action assigned to groups or users via their roles.

    example  Technical Support team handling an incident, technician working onsite or approval from the user for the technical Support team intervention.

    • Automatic action performed without user intervention.

      example  Sending an email, calling a SOAP web service or a REST API.

         Open url.png See List of action types.

  • Step can be performed one after another or at the same time as other steps.
  • It can be associated with entry conditions (conditional steps).
  • It can store information in the form of instance variables which can be used later on in the process in Conditional Step or Internal Update Step. Open url.png See the procedure How to use a variable in a process.
  • A standard or multi-section questionnaire can be opened during the step.
  • The status of the object can be updated at the end of the step.
  • A step of the life cycle can be associated with the step of the process.

Different presentations of processes

Process Representation Notes
Standard Graphical process editor - Presentations - Standard presentation.png
  • The Start step runs step e1. The exit value of this step depends on the type of action.
  • There is an entry condition for step e2. If it is fulfilled, then the step is run.
  • When step e2 is completed, the End step is run.
Immediate resolution Graphical process editor - Presentations - Immediate solution presentation.png
  • The process includes only one step for notifying the requestor and can also be used to send the procedure for the solution.
Closure Graphical process editor - Presentations - Closing presentation.png
  • The process is used to close a parent incident and all related incidents automatically.
Steps with several exit values: approval steps and conditional steps Graphical process editor - Presentations - Several exit values.png
  • Flow lines are automatically displayed in different colors depending on the exit value.
  • You are not required to specify what will happen to each of the possible exit values for a step. However, if nothing is specified, then no other step is performed.
  • Certain steps do not have any exit value. These include, for example, steps for sending emails, on-hold steps, workflow end steps and end of on-hold steps. In this case, no other step is performed.
Steps with several entry conditions Graphical process editor - Presentations - Several entry conditions.png
  • When the entry conditions are fulfilled, these steps are run.
Steps without entry conditions Graphical process editor - Presentations - No entry conditions.png
  • These steps are run concurrently as soon as the process starts.
  • By default, each new step is an initial step without entry conditions.
Process exit Graphical process editor - Presentations - End process presentation.png
  • The normal way to exit a process is defined via the End step Graphical process editor - End step icon.png. An end condition must be defined for this step.
  • You can define early termination for each step using the Workflow End action type. This is applicable only to workflows. The object processed will then take the final status defined for this step.

Characteristics specific to versions 2016 and earlier

  • Menu access of workflows: Transition or Operation > References > Workflows

Graphic editor access

Screens description

Start step Graphical process editor - Start step icon.png (general properties of the process)

Note: The properties will depend on the type of management process, i.e. a workflow or a business rule related process.

Workflow

WorkflowProperties

       Workflow.png

Name: Name of the workflow. 

Questionnaire: Standard or multi-section questionnaire related to the process that is automatically displayed when it is started. Note: A specific questionnaire can be associated with each step.

Parent Query: Parent query used in the workflow that enables you to define the available tags and roles for each step of the process.

Life Cycle: Life cycle associated with the workflow, enabling users to view progress within a process by displaying a breadcrumb at the top of the Incident/Request/Problem form. You associate life cycle steps with steps in the workflow using the graphic editor.
         Life Cycle Workflow - Breadcrumb colors.png

Final Status: Default status of the normal end step of the workflow.

  • Only a status whose meta-status is Completed can be selected. 
  • A special final status can be applied to the premature end steps of the workflow (Workflow End type of action used to terminate the incident or request prematurely).

Business rule related process

BusinessRuleProperties

        Business rule - Associated process.png

Name: Name of the process. 

Target Table: Name of the main table that defines the context in which the process is used. Only business rules using the same main table can be associated with the process.

Parent Query: Parent query used in the process that enables you to define the available tags and roles for each step.

Keep a Trace of the execution: Used to indicate if the debugging mode is enabled for monitoring the progress of the process using log files (box is checked) or not (box is not checked). Note: To view the log files: Administration > Business Rules > Monitoring.

Other steps

       Graphical process editor - Edit step.png

Access: Double-click the step

Note: Based on the type of action selected, the fields below may differ.

Step Name: Name that identifies the step.

REST Service: For a REST step, enter the third-party product service called via the REST API.
        Graphical process editor - Edit step REST.png

  • REST Connection: Name identifying the connection associated with the service. Used to retrieve the information required to access the REST API of the service, such as the login and password and the variables in the service URL.
  • Resource: Name identifying the resource accessed via the service. If the request run by the method contains parameters, they will appear in the Parameter / Value table. To specify a value, you can enter it manually or select a tag using the data entry wizard via Roles-Tags window icon.png.

example  Create a card (task to do) in Trello

Resource REST step
REST step - Example Resource.png REST step - Example Parameters Values table.png

Action Type (Note: The values available depend on the context): Used to define the action to be performed in the step and determines the information to be specified. Open url.png See the list of action types.

Life Cycle Steps (Note: Only if a life cycle is associated with the Start step Graphical process editor - Start step icon.png of the workflow): Step in the life cycle associated with the workflow step. It is highlighted in the breadcrumb displayed in the Incident/Request form once the workflow step is run.
        Life Cycle Workflow - Breadcrumb colors.png

Role: Role for the step, used to identify the groups or individuals required to intervene at the start of the step.

  • Click Roles-Tags window icon.png to access a list of roles. The data entry wizard will only display contextual roles based on the step.

Questionnaire: Standard or multi-section questionnaire displayed at the start of the step.
   Note:

  • This questionnaire can be replaced by another based on the category of the process if an override was defined.
  • In an approval step, the questionnaires below override the questionnaire associated with the step:
    • Questionnaire (Accepted): Questionnaire displayed when users click the Accepted link in the approval email.
    • Questionnaire (Refused): Questionnaire displayed when users click the Refused link in the approval email.
    • Questionnaire (Information Request): Questionnaire displayed when users click the Information Request link in the approval email.
       

Entry Status: Status of the processed object at the start of the step.

OLA: Operational Level Agreement that specifies the speed of intervention required from service providers in completing the step.

SQL Condition: SQL query used to estimate the exit value of a conditional step. 

SQL Script: Script used to run an SQL query. 

WEB Service Reference (Note: Web services must first be defined in Administration > WEB Services Parameters): Name of the external web service called during the step, e.g. password reset.

  • Comments are automatically displayed as well as the default values defined when the web service was configured and the list of parameters required for its execution.
  • To specify the value of a parameter, click Edit icon.png and enter the value manually or select a tag using the data entry wizard via Roles-Tags window icon.png.
  • To delete the parameter value, click Delete icon.png.
  • Create an instance variable to retrieve and test the return code returned by the web service (@RESULT value). Open url.png See the procedure How to use a variable in a process.
     

Return Address: Email address where recipients must send their messages. 

  • Use a semi-colon to separate different addresses.

Additional Recipients: List of recipient email addresses where the notifications must be sent in addition to those specified in the Role field. 

  • Click Roles-Tags window icon.png to select the email addresses you want using roles. 
  • Use a semi-colon to separate different addresses.

Cc: List of recipient email addresses where a copy of the message must be sent. 

  • Click Roles-Tags window icon.png to select the email addresses you want using roles. 
  • Use a semi-colon to separate different addresses.

Warning Message: Subject and body of the email sent during the step. 

  • The message may contain text and tags
  • Click Roles-Tags window icon.png to access a list of tags. The data entry wizard will only display contextual tags based on the step.
  • Use the toolbar to format text.
            Toolbar.png
    • Move the cursor over each icon in the toolbar to see its infotip.
    • A contextual toolbar available for certain objects is displayed when you click the object, e.g. image, hyperlink or table.

Open url.png See the description.

Description

Text formatting

Police toolbar.png  Bold/Italic/Underline/Strikethrough

Paragraph toolbar.png  Align text  (Left/Center/Right/Justified)

Font Size Color toolbar.png  Font/Font size/Text color

Tabulation toolbar.png  Decrease indent/Increase indent (tab)

Managing images

Image icon.png  Insert/Edit an image
         Image detail.png

Source: URL of the image to insert in the mail component.

Image description: Description specifying an alternate text for the image, if this one cannot be displayed.

Dimensions: Pixels width and height of the image. If you want to resize the image while maintaining the aspect ratio, you should check the Constrain properties box. Enter the dimension you want: the other dimension is automatically adjusted.

Note: If you want to modify the properties of an image (background color), click Html Editor icon.png to switch to the Html mode, make your changes then click [ OK ].

Enriched text

Line icon.png  Insert horizontal line

Special character icon.png  Insert special character

Table icon.png  Insert table: Move the cursor to select the number of rows and columns you want.
         Table detail.png

Click the table displayed in the text editor to modify its properties. A contextual toolbar will appear.
         Table toolbar.png

Hyperlink toolbar.png  Insert a hyperlink
         Hyperlink detail.png

Url: URL of the link.

Text to display: Hyperlink text.

Title: Infotip displayed when the cursor hovers the link.

Target : By default, the link will be opened in the current tab or window. Select the New window option to open the link in a new tab or window.

Document editing

Undo toolbar.png  Undo/Return to the last modification

Paste as text icon.png  Paste as text: Paste on the text as unformatted text (cancel formatting).

Full screen icon.png  Full screen: Used to switch from a minimized window to full screen mode.

Html Editor icon.png  HTML code editor : Used to toggle between the HTML code editor and the Wysiwyg preview.

Entry Conditions (Note: Only when at least one step in the process has exit values): Conditions that must be fulfilled before the step can start. 

  • Click Add icon.png to initialize a new condition. It identifies one of the steps that has already been defined in the process and its expected exit value.
  • First Step (Note: Only with an initialized condition): When the box is checked, this indicates that the step will be run when the process starts.
  • Step Name: Step that must be run before the current step can start.
  • Exit Value: Value that the selected step must have before the current step can start. Only possible exit values for the selected step are displayed.
  • Separator: When there are several conditions, this indicates the way they will be processed:
    • OR: If the condition is not fulfilled, the step will start only if at least one other condition is fulfilled.
    • AND: If the condition is not fulfilled, the step cannot start even if all other conditions are fulfilled.
       

Final Status (Note: Only for steps where the action type is Workflow End): Status at the end of the step when the workflow terminates prematurely.

  • Only a status whose meta-status is Completed can be selected.

    example  You can exit the process without processing the incident if the solution is considered to be too costly.

End Conditions (Note: Only for the End step Graphical process editor - End step icon.png): Conditions that must be fulfilled before the End step can start. 

  • Click Add icon.png to initialize a new condition. It identifies one of the steps that has already been defined in the process and its expected exit value. Open url.png See Entry conditions.
     

Instance Variable: Information related to the time for running the process to be stored so that it can be reused for another step in the process. Open url.png See the procedure How to use a variable in a process.

example  Keep a calculated value in an internal update step then reuse it via a tag in a mail

  • Syntax for using an instance variable in emails: #[VAR.variable_instance_name]#
     
  • Variable Name: Descriptive name of the instance variable, to make it easier for users to reuse in other steps.
  • Value Type:
    • String: The instance variable is a fixed value identifying a string of characters.
    • Variable: The instance variable is a value that is estimated when the process is run.
  • Variable / Value: Value attributed to the instance variable:
    • If it is a String value type, enter the string of characters.
    • If it is a Variable value type:
      • A drop-down list will display all instance variables that have been defined.
      • The @RESULT variable refers to the result of the current step, e.g. result of an SQL query for a conditional step, value returned by a web service, or result of an SQL script for an internal update step.

        example  

        • For the conditional step Available mobile number, the @RESULT variable will identify the result of the SQL query used to search for the user's mobile number.
        • For a web service step Password reset, the @RESULT variable will identify the new password for the user. a

Palette of action types

List of available action types for processes grouped into three categories:

  • Automatic actions: Achievement of automatic actions that do not require user intervention.
  • REST Actions: Achievement of actions via the REST API of services (third-party products) with which Service Manager can interface.
  • Service Manager: Achievement of actions using the Service Manager REST API methods.
  • EV Observe: Achievement of actions using the EV Observe REST API methods.
  • User Intervention: Achievement of manual actions performed by a user.

        Graphical process editor - Action types bar.png

  • To display or hide the palette, click Graphical process editor - Action types bar - icon Open panel or Graphical process editor - Action types bar - icon Close panel to the right of the palette.
  • To display or hide the action types of a category, click V or > next to it.
  • To add a step associated with one of the action types in a process, click and drag it to the graphic editor.
          Graphical process editor - Action types bar - Drag and drop.png

Graphic editor toolbar

Save icon.png: Used to save the process.

Duplicate icon.png: Used to duplicate the complete process and save it using another name.

Graphical process editor - Toolbar - Process properties icon.png: Used to open the process properties pane. You can also double-click the Start step Graphical process editor - Start step icon.png.

Graphical process editor - Toolbar - Delete step icon.png: Used to delete the selected step.

Graphical process editor - Toolbar - Multi-selection icon.png: Used to switch to multi-select mode for steps. The icon will change to Graphical process editor - Toolbar - Multi-selection On icon.png

  • Click the steps to add them to the selection or press [Ctrl]+[Alt]+[G] on your keyboard to select all of them. Note: Selected steps are outlined in blue dots.
  • Click the Graphical process editor - Toolbar - Multi-selection On icon.png icon again to exit multi-select mode.

Print icon.png : Print the process.

Graphical process editor - Toolbar - Zoom icon.png: Used to modify the zoom level of the display.

Graphical process editor - Toolbar - Preview icon.png: Used to display a mini-preview of the process.

  • Click and drag the red rectangle to see the corresponding portion of the process in the editor. 
  • Click the icon again to hide the mini-preview.
            Graphical process editor - Toolbar - Preview representation.png

Tools available in steps

Access: Click a step or move the mouse over a link to display the corresponding tools.

Green bullet.png (Completed, Accepted) Red bullet.png (Refused, Rejected, True) Blue bullet.png (Information Request, False): Possible exit values for a given step. Open url.png See the list of action types.

Graphical process editor - Step toolbar - Duplicate icon.png: Used to duplicate the selected step with all of its properties.

Break point icon.png : Used to represent a breakpoint in the flow line. Click and drag to move it and form the angle you want.

Delete icon.png : Used to delete the link.

Red bullet small.png : Used to delete the angle of the link. Note: You can delete all angles and the flow line will become straight again.

Procedures

How to use the process graphic editor

Step 1: Create a new process.

1. Go to the list of Workflow processes or Business rule processes.

  • Workflow: References > Other references > Workflows (Transition / Operation)
  • Business rule: Administration > Business Rules > Related Processes

2. Click + New.

3. Specify the general properties of the process.

4. Click Save.

  • The graphic editor will be opened.
  • The Start Graphical process editor - Start step icon.png and End Graphical process editor - End step icon.png steps are placed.

Step 2: Create the steps in the process.

1. Click and drag the step type from the palette of action types to the graphic editor.
        Graphical process editor - Action types bar - Drag and drop.png

3. Specify the step properties by double-click its outline.
Note: Based on the type of action selected, the fields may differ.

3. Click Confirm changes.

4. Create each step in the process by repeating the same actions. 

  • A green line will automatically link the Start step Graphical process editor - Start step icon.png to the first step.
  • By default, the second step will be placed under the first step.

Graphical representations of different case scenarios

Step e2 Notes
First Step

Graphical process editor - Presentations - Initial step.png

  • A green line will automatically link step e2 to the Start step.
Step with entry conditions for e1

e1 = step with only one possible exit condition, Completed

Graphical process editor - Presentations - One possible value.png

  • A green line links steps e1 and e2.

e1 = conditional step

Graphical process editor - Presentations - Conditional step.png

  • The selected exit value is True. A green line will link steps e1 and e2.
  • The selected exit value is False. A blue line will link steps e1 and e2.

e1 = approval step

Graphical process editor - Presentations - Validation step.png

  • The selected exit value is Accepted. A green line will link steps e1 and e2.
  • The selected exit value is Refused. A red line will link steps e1 and e2.
  • The selected exit value is Information Request. A blue line will link steps e1 and e2.

e1 = Web service step

Graphical process editor - Presentations - Web Service step.png

  • The selected exit value is True. A green line will link steps e1 and e2.
  • The selected exit value is False. A red line will link steps e1 and e2.

Step 3: Create steps to manage each possible exit value.

1. You can duplicate a step.

  • Click the template step.
  • Click Graphical process editor - Step toolbar - Duplicate icon.

2. You can create an entry condition directly for a step without using the properties pane.

          Graphical process editor - Presentations - Create entry condition.png

  • Click the step with the exit values you wan
    The possible exit values will be displayed in different colored dots Green bullet.png Red bullet.png Blue bullet.png.
  • Click and drag the point representing the exit value you want to the step with which it will be linked.
    • A flow line will automatically be drawn.
    • An entry condition is automatically created for the final step of the link.
    • The exit value is equal to the value selected in the link.

Step 4: Complete the End step Graphical process editor - End step icon.png.

1. Double-click the step.

2. Specify its properties.

A flow line is automatically added between each step defined in the end conditions and the End step. The color will depend on the exit value.

Step 5: Edit the layout of the process.

1. Click and drag the steps to move them in the graphic editor.
The flow lines will automatically be moved.

Best Practice icon.png  Move a set of steps

  • Click Graphical process editor - Toolbar - Multi-selection icon in the toolbar.
  • Click each step to add to the selection.
    Note: Press [Ctrl]+[Alt]+[G] on your keyboard to select all of them.
  • Click Graphical process editor - Toolbar - Multi-selection On icon.png to exit multi-select mode.

2. Modify the flow line to improve the readibility of the process.

Graphical process editor - Presentations - Change connection line.png

  • Click and drag the flow lines between steps.
    • An angle will be formed at the point where you clicked on the line.
    • A breakpoint Break point icon.png will be added. It is visible when the cursor hovers over it.
  • Click and drag a breakpoint to move an angle.
  • Delete an angle by hovering the cursor over the flow line then by clicking Red bullet small.png.
    The portion of the flow line will become straight again.

Best Practice icon.png  You can delete all angles and the flow line will become straight again.

Step 6: Save the process.

1. Click Save icon.png.

How to use a variable in a process

Use case

Step 1: Store the default group_id of an emmployee attached to a group in a variable.

1. Create a Conditional Step. Open url.png See List of action types.

         Use variable in process - Select step.png

2. Define the SQL script of the step used to find the default group identifier. This will be a SELECT instruction.

SELECT AE.GROUP_ID
FROM AM_EMPLGROUP AE
INNER JOIN AM_EMPLOYEE AE2 ON AE.EMPLOYEE_ID = AE2.EMPLOYEE_ID
INNER JOIN AM_ACTION ON AE.EMPLOYEE_ID = AM_ACTION.DONE_BY_ID
WHERE AM_ACTION.ACTION_ID = @@ID@@
AND AE.IS_DEFAULT = 1

3. Create a Group instance variable to store the result of the SQL script.

  • Value Type = Variable indicating that the instance variable is estimated when the process is run.
  • Variable / Value = @RESULT referring to the result of the SQL script.
     

Step 2: Update the AM_ACTION.GROUP_ID field with the instance variable of the previous step.

1. Create an Internal Update Step.

         Use variable in process - Update step.png

2. Define the SQL script used to update the AM_ACTION.GROUP_ID field with the result of the SQL script. This will be an UPDATE instruction for calling the instance variable.

UPDATE AM_ACTION
SET AM_ACTION.GROUP_ID = #[VAR.Group]#
WHERE ACTION_ID=@@ID@@

The SQL script is used to:

  • Update the current action ACTION_ID=@@ID@@.
  • Replace the value of the group identifier GROUP_ID with the value of the instance variable #[VAR.Group]#.

How to use a smoServer function in a process

    Open url.png See use cases for the functions.

UseFunctionInProcess_Procedure

Step 1: Run the smoServer function in a process step.

1. Create an Internal Update Step. Open url.png See List of action types.

         smoServer functions in process - Select step.png

2. Define the SQL script of the step used to run the smoServer function for the current record. This will be a SELECT instruction for calling the function.

3. Create an instance variable to store the result of the SQL script.

  • Value Type = Variable indicating that the instance variable is estimated when the process is run.
  • Variable / Value = @RESULT referring to the result of the SQL script.
     

Step 2: Update the record with the result of the SQL script.

1. Create an Internal Update Step.

         smoServer functions in process - Update step.png

2. Define the SQL script used to update the current record with the result of the SQL script. This will be an UPDATE instruction for calling the instance variable.

How to implement evie notifications

Step 1: Create a generic evie user.

1. Select References > Directory > Employees in the menu.

2. Click + New in the top banner.

3. Complete the main information of the new user.

4. Click Finish.

5. Tick the Is EVIE box on the Details tab.

6. Click Save.
 

Step 2: Send notifications via the process steps.

1. Open the workflow / business rule from which you want to send the evie notifications.
The graphical process editor will appear.

2. Add a Send notification step.

3. Double-click the step to set it.
        Process - Evie notification setup.png

  • Select the Send notification action type.
  • In the Notification issuer field, select the EVIE user you have created at the step 1.
    Note: Only the users for which the Is EVIE box is checked on the Employee form are provided.
  • Click Confirm Changes.

The notification counter Notification icon - Notifications.png will be updated in the notification bar each time the step will be performed.
 

Step 3: Consult the notifications.

1. Move the cursor over the counter Notification icon - Notifications.png in the notification bar.
        Evie notification details.png

How to associate a new resource to a REST action type

    Open url.png See the procedure (Settings of the REST action types)

How to manage the result of a Service Manager REST action in a process

    Open url.png See the procedure (Settings of the REST action types)

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