Presentation on theme: "Integrify 5.0 Tutorial : Creating a New Process"— Presentation transcript:
1 Integrify 5.0 Tutorial : Creating a New Process In this tutorial, we will show you how to:Create a new processAdd different task types into our processDefine recipients of tasksConfigure form and approval task typesNeed Help? Contact Integrify Support at:x2 or
2 Under the Administration section, select Processes, then Add New Adding a New ProcessUnder the Administration section, select Processes, then Add New
3 Optionally add a Description Adding a New ProcessFrom the popup window:Give the process a NameAssign to a CategoryOptionally add a DescriptionSelect Save
4 Adding a New Process1) After saving the process, you will have the ability edit the metadata of the process here2) You can edit the Name, Category, Publish Status, Description, Style Template, Objective, Information URL, Attachments, Allow Comments and Visible to Users Starting a New Request fields by clicking on the fields for each3) For example, when you click on Forms on Top, you can then select a different style template which is how you want the users to see the request detail displayed4) You will always have the option to select Remove Process, Copy Process, New Version or Export here
5 Adding Tasks to a Process 1) Select Process Flow to start adding tasks to your process2) Select New Task to add a new task3) The Task Type Icon List is displayed. You can now grab a task type from the list and drag the task icon over the task in the Process Flow that you want it to follow.
6 Adding Tasks to a Process 1) In this example, we’ll drag a Form Task over the Start Process icon so a form will be the first task in the process2) You will now get the New Task window and can give the task a Name and optionally add Notes/Description3) You can now select Add Task
7 Adding Questions to a Form By clicking on the new form task icon, you will see the Task Menu.Within the Task Menu, you can select:Edit DetailSet RecipientsConfigure TaskConfigure RulesDisplay SettingsNotification SettingsReminders and TimeoutsAdvanced SettingsDelete Task
8 Configuring a Form Task After selecting Configure Task from the Task Menu, you can now select a pre-defined form that you want to use from the Forms LibraryThen, select Save Settings and Load Questions
9 Configuring a Form Task Once you have configured your form task with the form you want, you can optionally:Limit viewing access to certain fieldsPrefill fields with dataHide unanswered fieldsYou can perform these actions by clicking on the row and column of the field you want to edit
10 Setting Recipients for a Task The task indicators confirm that you have either configured the task or set recipients for the taskYou can now select the task’s recipients by selecting Set Recipients from the Task Menu
11 Setting Recipients for a Task 1) Choose how you want the process this task for your recipients by selecting either All of, All of in order or One of under Process Rule2) You can look up either Users, Groups, Roles or Dynamic Roles by selecting here and then selecting the search icon3) By selecting the Dynamic role and viewing the list of dynamic recipient types, you can present this form task to whomever is making the request by dragging Requester over to the Current Recipients section4) When you have finished adding the recipients you want included for the task, select Close to update your task
12 Adding Tasks to a Process Next, you can add an approval task by selecting New Task and then dragging an Approval task type over the configured form task
13 Adding Tasks to a Process You can give the approval task a Name and select Add Task
14 Configuring an Approval Task After selecting Configure Task for the Manager Approval task, you can add the approval options for recipients to choose from
15 Setting Recipients for a Task 1) This time, we are adding multiple recipients, including 2 named users and a group2) By selecting the recipient rules option here, you can set conditions on the inclusion of a recipient for your task3) Let’s add a recipient rule for the Accounting group
16 Defining Task Recipient Rules 1) From the Condition Builder window, you can start defining your rules for the Accounting group2) We have one that looks at the data of a question choice made bythe requester in the 1st form task. We selected Data from theSource select list and then selected the IT Service Request Formand the field, Service Request Type and based the conditionon the requester selection of Hardware Upgrade.3) You can add as many conditions you want. Here, we’ve added a 2nd condition to include the Accounting group if the Requester Location is Chicago based on their user profile
17 Defining Task Recipient Rules You can now see that the Accounting group has 2 rules defined
18 Adding Tasks to a Process Now, let’s add a couple Milestones to our process. Milestones update the overall status of a request
19 Adding Tasks to a Process You can have multiple tasks that start in parallel (we dragged 3 milestones over the Manager Approval task and named each). Here, we’ve added 3 possible milestones that can be triggered when the approval task is completed.
20 Defining Task Transition Rules You will need to configure the rules for your milestones. Here, we’ll select the Task Menu on the Approved milestone and set the rules for it to be triggered when the Manager Approval is completed AND the option selected by the approver was ‘Approved’.
21 Defining Task Transition Rules From the Condition Builder window, you can now add your rulesFirst, select Data from the Source options. Then, select the Task (Manager Approval) that you want to base your condition on and the Value from the task (Approved).Select Add Rule
22 Defining Task Transition Rules You can see the new rule was defined
23 Defining Task Transition Rules You will need to repeat the same process for your Denied and Needs More Information milestonesFor any task, you can set them so that when they are completed, they end the process. We’ll do this by selecting Edit Detail from the Task Menus for each milestone
24 Defining Task Transition Rules Under Task Detail window, check the option When this task completes, the process will endThen select Save Detail
25 Defining Task Transition Rules We’ll repeat this action for the Denied milestone
26 Defining Task Transition Rules Let’s now configure the process to go back to the requester should the approver select Needs More InformationSelect Configure Rules for the IT Service Request Form
27 Defining Task Transition Rules We added another condition for the IT Service Request Form that is based on the Needs More Information milestone being triggered. This will notify the requester of the task to re-submit the form for approval.
28 Publishing Your Process Your Process Flow is updated as you make changes to your task rulesWhen you are ready to publish the process to the user community, go to the Process Detail page
29 Publishing Your Process Click on the current Publish Status and select Production from Development.If you want to test the process prior to going live, choose the process role icon and add members to the Process Testers role, then flip the publish status to Testing.