This is an optional module

Processes make it possible to build a collection of links to entities (fDocs, fSheets, and fPanels) that may be:

• displayed as a set on-screen
• downloaded as a zip file (fDocs and fSheets only)
• emailed to one or more people (e.g. as a notification)
• used to take actions such as saving to a document system*

Each link may be included just once, or by specifying a DSD for the process, each link may be repeated for each record in a data group.

* Actions require code plugins to be built to take actions required.

On opening Processes a list of all Processes is shown.

The Status column (flag icon) indicates not yet published (red), published but also changes are in progress (amber) and published (green).

The Lock column (padlock icon) indicates whether the item is locked for designing or not. If the padlock is red it is locked by another user; if green, it is locked by you.

A text search option is provided at the top of the page as well as a filter option to narrow down the list to those with which you have had an involvement.

Click on an item to view its details and take further actions.

Click the “New Process” button to begin a new process.