How-To:Process: Difference between revisions

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How to create a “Process”
{{DISPLAYTITLE:How to Create Processes}}
To create a new process:


1. Open the app and go to the 'Create' section and click the “Process”.
1. Under the "''Create''" tab on the ribbon, click Process
[[File:Step 1 - Create Process.png|none|thumb|500x500px]]  
[[File:Step 1 - Create Process.png|none|thumb|500x500px]]


2. First, you will proceed to the “Process”, and fill up the necessary details.
== 2. Input Details ==
[[File:Step 2 - Create Process.png|none|thumb|500x500px]]
Fill up the necessary details:
[[File:Step 2.1 - Create Process.png|none|thumb|500x500px]]
 
* '''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.


3. Next, go to the “'''Entry Points'''” section and you may add entry point or remove entry point.  
* '''Workgroup''' - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills)
[[File:Step 3 - Create Process.png|none|thumb|500x500px]]
* '''Document Type''': Add a document type for classification.
* '''Attribute''': Set if the attribute is active or not.


4. Then, proceed to the “Assets” section and you may add asset or remove asset.
[[File:Step 2 - Create Process.png|none|thumb|500x500px]]
[[File:Step 4 - 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.


5. Lastly,  proceed to the “Rules”section and you may add rule and remove. There are five (5) types of rule in the app namely; Unconditional, If-Then-Else, While-Do, Switch-Case, and 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]]
[[File:Step 5 - Create Process.png|none|thumb|500x500px]]]]  




6. Review the details in each sections and click “'''Save & Close'''”.
'''Save & Close''': Review all details and click “Save & Close.”
[[File:Step 6 - Create Process.png|none|thumb|500x500px]]
[[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

Step 1 - Create Process.png

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.
Step 2 - Create Process.png
  • 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.
Step 4 - Create Process.png
Step 5 - Create Process.png


Save & Close: Review all details and click “Save & Close.”

Step 6 - Create Process.png
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