Business Process definition (new addition / update / deletion) is performed from the [App settings] menu. The workflow is defined by placing icons on the flow diagram. The completed business process definition is called an [App], and operates as a workflow system immediately when the [Release developing version] button is clicked.
1. To create an App
- 1. Draw a Flow Chart
- Arrange the Step icons and connect them with arrows to express the flow of work
- 2. Setting of Data Items
- Define the [Item name] and the [Data type] of input items that are to be passed through the workflow (M205)
- 3. Setting the Permissions
- Set each Data Item to be read or input, at each step
- 4. Setting Branch Splits
- Set Splitting rules for each Split point
- 5. Listing Personnel to be Offered
- List the candidates who will be responsible for operating each step (M209)
- Users to create Apps must be granted the App Creator Authorization (M301)
- All settings are done in the browser (Constant Internet connection is required)
- There is no session timeout due to inactivity (There is a possibility of session termination due to a change in the communication status)
- Simultaneous editing by multiple people is not supported (Apps will be overwritten with the latest edit)
- User department and role information is managed system-wide (cannot be set individually for each application)
- Sample archives of Workflow Apps that can be imported and used are available for free (extention: .qar）
R2010: List of Task Icons (BPMN)
R2050: List of Data types
R2012: Limits on the Business Process Definition
Workflow Apps (Business Templates)
Tutorial: Your first step of Questetra BPM Suite / Chpt.2: Creating Simple App
Tutorial: Your first step of Questetra BPM Suite / Chpt.3: Creating Travel Request App
2. Running as a Workflow System
- a. Activate
- To build a new Workflow system or to update the version, click on the [Release developing Version] button
- b. Suspend
- To disable the Start new Process action, click on the [▼App] button, then select [Suspend]
- c. Restart
- To make a suspended Process Model operable again click on the [▼App] button, then select [Restart]
- A workflow App containing definition errors cannot be released
- The version number of a Process Model will be given at each time of releasing
- You can leave a version note when the App is released
- Even if the version is updated while an operation is in progress, each operation continues to flow according to the process definition at the start of operation
- The option of terminating all the Processes in progress upon [Suspend] is also available
3. Updating The Specifications of The Workflow System
- 1. Modification of App settings
- Update the Split settings or operating candidate settings, etc.
- 2. Save and Release
- Release the new version
- If it is not an App created by the User him/herself, it cannot be edited unless the "App Administrator Authorization" is granted (M302)
- Once you create a new App and release it, it will run as "version 1"
- Configuration changes after the initial release are automatically saved as "Version 2 （Developing)" (this does not affect running Apps)
- In order to update the App to "version 2", release version 2 again
- A "snapshot" is automatically saved according to the editing operation
- For snapshots older than 2 days, only the first one from that date will be saved
- A Developing version can be reverted to the latest released version or any snapshot
Z. Additional Information: Test operation as a workflow system
- a. Debug execution
- Conduct [Debug process execution] on the Developing version of an App flowing an Issue to check its operation
- You will be able to flow an Issue on the Developing version, even without [Releasing] it
- You can select any [Start Event] from which to debug the App
- Debugging cannot be executed with [Message Start Event] or [Timer Start Event]. Please check the operation after [Release].
- It is also possible to operate all of the Steps by yourself (by using the option "Allocate all tasks to me")
- You can select a [Profile] If you are using [Variable] in the App settings
- Tutorial: How to Ensure Apps Operate Correctly
Z. More Info: Reverting an [App] to Previous Version
- a. Duplicate
- [Copy] and run as a separate app
- Only the Definition information will be duplicated (Data Items (Business records) will not be duplicated!)
- If you need to inherit the case data, you need to manually edit and update the current version
Z. More Info: Deleting [App] (Cannot be recovered!)
- a. Delete
- [Delete] the App only when you want to delete all the definition information and business data in the App
- Select [Suspend] if you need to keep a record of the business data
- “Active” Apps cannot be deleted. To delete an Active App, you must [Suspend] it before you [Delete].
Z. More Info: Exporting/Importing Workflow Apps
- a. App-archives
- Export/import the created Workflow App as a file (QAR file)
- Information Contained in App Archive (QAR)
- Using Business Template for the First Time
- Workflow Apps (Business Templates)
- Settings Required When Importing an Archive
- You can specify the App ID when importing
- Specify a number that has not been used as an ID in the past
- You will be able to specify it by clearing the [Generate ID] checkbox
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