Creating and editing processes
When you switch to the Processes
module in the Portal Manager, the Process Manager will be loaded. If the Processes
module is already open, you can also reach the Process Manager from the main menu File / Open process.
In the Process Manager, you can edit processes, which have been published on the server, by double-clicking on them.
On the left-hand side of the Process Manager, you will find the link to
in the Actions
New process wizard
Select the event that should initiate the process here. Initiating
events can be changes to data records in portal applications or
time-controlled events. With the setting Do not show this wizard again
the wizard will not be shown again when a new process is created. Click Next
If you have selected a change to a data record as initiating event, you
will be informed of the following steps in this dialog. A data group
event handler will be automatically created upon this selection, and
the dialog for its configuration will be opened. Next, select the
desired data group and application that is to react to the process.
Then define a filter condition, if you only want to react to a
restricted number of data records. Then the desired action that is to
execute the process can be selected.
If you have selected a time-controlled event as an executing event, you
will be informed of the further steps in this dialog. With this
selection, a global timer will be automatically created with a timer
events handler. The dialog for configuration of the global timer will
be opened. After configuration, if desired, a filter condition can be
defined for the timer events handler. Next, the desired actions that
are to be executed by the process can be defined.
Creating a new process without the wizard
If the setting Use assistant when creating a new process
deactivated in the menu Extras / Options,
not be supported by the wizard. An empty process will be created, which
you can design as you desire.
When you click this link, a new, empty process will be opened for
editing in the workspace of the Processes
In a newly created portal, you will find some processes already
published in the Process Manager. With the Check free hard
process, you can find out how much space is
still available on the hard drive.
A process that is currently being edited will always be so designated
symbol. When you place the mouse cursor on a
process, symbols will be shown to the right of it. You can release a
process here that is currently being edited. If you do so, please note
that when changes are made simultaneously by two editors to a process,
both may be lost.
A released process can be opened for editing by clicking on
. Clicking on Create
copy of process
duplicates the existing process and opens the
copy for editing. The button to Activate
conducts itself like the play button on a media
player. If it has been clicked, the process will be “turned
alive” and will execute as soon as relevant changes to the
portal are made. The button itself will then be inactive. With
a process will be turned off
and will then no longer react to processes in the portal. With
an existing process will be deleted.
If you click on the Recently edited
processes will be listed which were edited recently. By clicking on More…
you have the ability to open processes again that have been
saved as a working copy via the menu item File / Save process
If you click on the Import…
processes can be imported.
If you have a long, comprehensive list, the search bar in the upper
area of the Process Manager will simplify the location of processes.
Simply enter the title or the GUID of the process for which you are