How-To:Process: Difference between revisions
(Created page with "How to create a “Process” WIKI LINK: 1. Open the app and go to the 'Create' section and click the “Process”. 2. First, you will proceed to the “Process”, and fill up the necessary details. 3. Next, go to the “Entry Points” section and you may add entry point or remove entry point. 4. Then, proceed to the “Assets” section and you may add asset or remove asset. 5. Lastly, proceed to the “Rules”section and you may add rule and remove. There...") |
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How to create a | {{DISPLAYTITLE:How to Create Processes}} | ||
To create a new process: | |||
1. | 1. Under the "''Create''" tab on the ribbon, click Process | ||
[[File:Step 1 - Create Process.png|none|thumb|500x500px]] | |||
2. | == 2. Input Details == | ||
Fill up the necessary details: | |||
* '''Description:''' This will become the name of the document in ContactsLaw. The description will often pre-build based on the above settings and will re-generate if the settings are changed. To stop this occurring, you can click the lock button to the right-side. | |||
* '''Workgroup''' - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills) | |||
* '''Document Type''': Add a document type for classification. | |||
* '''Attribute''': Set if the attribute is active or not. | |||
[[File:Step 2 - Create Process.png|none|thumb|500x500px]] | |||
* '''Entry Points''': Add or remove entry points as needed. | |||
* '''Assets''': Add or remove assets in this section. | |||
* '''Rules''': Add or remove rules, choosing from Unconditional, If-Then-Else, While-Do, Switch-Case, or For-Each. | |||
[[File:Step 3 - Create Process.png|none|thumb|500x500px|[[File:Step 4 - Create Process.png|none|thumb|500x500px]] | |||
[[File:Step 5 - Create Process.png|none|thumb|500x500px]]]] | |||
'''Save & Close''': Review all details and click “Save & Close.” | |||
[[File:Step 6 - Create Process.png|none|thumb|500x500px]] | |||
[[Category:How-To]] | |||
Latest revision as of 23:29, 2 December 2024
To create a new process:
1. Under the "Create" tab on the ribbon, click Process
2. Input Details
Fill up the necessary details:
- Description: This will become the name of the document in ContactsLaw. The description will often pre-build based on the above settings and will re-generate if the settings are changed. To stop this occurring, you can click the lock button to the right-side.
- Workgroup - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills)
- Document Type: Add a document type for classification.
- Attribute: Set if the attribute is active or not.
- Entry Points: Add or remove entry points as needed.
- Assets: Add or remove assets in this section.
- Rules: Add or remove rules, choosing from Unconditional, If-Then-Else, While-Do, Switch-Case, or For-Each.
Save & Close: Review all details and click “Save & Close.”
