Download WF definitions
In Step 5 of the Setup Wizard for Documentation, you can download the predefined eProcesses using the Web Service.
The form for downloading eProcess definitions works in the same way as similar forms used in other registers.
Using eProcesses in your business helps you automate repetitive tasks to improve and speed up your company's daily processes. The eProcesses that are commonly used in companies have been predefined and you can download them in this step using the Web Service.
You can adapt eProcesses to your needs or create new ones.
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HINT
To design eProcesses according to the specific needs of your company, contact Datalab consultants by phone on 01 252 89 50 or by email at prodaja@datalab.si.
For more information on this feature, see the chapter Workflow Design (eProcess design) in the technical guide.
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Here is a description of the form and its individual elements.
In the Criteria section, select the criteria for downloading eProcesses using the Web Service. The section contains the following fields:
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Group
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The predefined eProcess definitions are divided into groups, depending on the area of application. This field allows filtering the downloaded eProcess definitions based on the groups. The following groups are available:
- (None) – all eProcess groups
- Blago (Goods) – group of eProcesses for the Goods module
- Denar (Financials) – group of eProcesses for the Financials module
- DMS – group of eProcesses for the PANTHEON DMS module
- SMS – group of eProcesses for SMS/email notifications
- Splošno (General) – group of eProcesses for general processes
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Build No.
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Filters the downloaded eProcesses according to the build number for which the eProcess was created.
The field is automatically populated with the installed build number. All results with the same or a smaller build number are displayed.
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In the Import Type section, select how the eProcess definitions will be imported and select the desired localization. The section contains the following elements:
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Adding
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If activated, any records that do not yet exist in Workflow Design will be downloaded using the Web Service. When this radio button is activated, its color turns orange.
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Add/Update
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If activated, any records that do not yet exist in the Workflow Design will be downloaded using the Web Service, while the existing records will be overwritten. When this radio button is activated, its color turns orange.
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For Country
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Select predefined eProcess definitions that are available for the corresponding localization or country. Currently available localizations include:
- SI – Slovenia
- HR – Croatia
- Other countries
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Transfer from Server (button)
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Downloads the eProcess definitions using the Web Service according to the selected criteria and import type.
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The eProcess definitions table shows all the eProcess definitions that have been downloaded using the Web Service according to the criteria and import type selected. The table displays the data fields for each eProcess definition:
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Yes/No
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Select the eProcess definitions to be downloaded to the register. When the checkbox is checked, its color turns orange.
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Name
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Shows the name of the eProcess definition downloaded using the Web Service.
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Note
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Shows a description (note) of each eProcess definition downloaded using the Web Service. The description often defines the function of the eProcess. For example, the Note field for the eProcess SMS in ePoštno obveščanje (SMS and email notifications) contains the following description: Notify users by SMS or email.
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Build No.
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Shows the number of the build for which the eProcess definition was created.
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Transfer into Register (button)
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Transfers the eProcess definitions selected in the table to Workflow Design.
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HINT
You can edit the data in the table as desired before transferring it to the register.
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In the footer of the form, there are buttons to navigate between the steps of the Setup Wizard.
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Back (button)
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Returns to the previous step of the Setup Wizard.
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Next (button)
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Moves to the next step of the Setup Wizard.
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