Processes

Describe how your company works as BPMN diagrams. Link every step to the tables and fields it reads, writes, creates or approves, follow a process from start to end and see in Company Brain which steps use a piece of data. In Track or Enforce mode, processes run: every case is followed step by step, and approval steps can block the follow up action.

In this section · 10 pages

• The Processes app

  What a process, a domain, a table, a field and a link are, and the four starter processes every company gets.

• Drawing a process in the editor

  Add and connect steps, name them, save, look at earlier revisions, and export or import .bpmn files.

• Linking steps to data

  Say for each step which tables and fields it reads, writes, creates or approves, and deal with orphaned links.

• Running processes

  Choose the mode of a process and set under "Execution" what each step means in the app: an event, an approval, a task or a check.

• Runs

  See every case running through a process with its current step, age and status, find stalled cases and read the history of a run.

• Processes on records

  Read the "Process" card on bills, purchase orders, invoices, sales orders, payroll runs and fiscal years, and clear a block.

• Following a process with the trace

  Read a process from start to end with the data each step uses, find unreachable steps and see where data is used elsewhere.

• Domains and data

  The domains of your company with their tables and fields, how many records each table holds and which process steps use it.

• Processes in the company graph

  How processes, steps, domains, tables and fields appear in the Company Brain knowledge graph and which connections link them.

• Who may read and edit processes

  The two permissions of the Processes app, which roles have them and what else limits what you see.