Download WF definitions
eProcesses allow us to automate repetitive tasks such as importing e-invoices, ePosting, receiving from bizBox and others. Business processes determine which actions need to be performed and in what order.
In the Download WF definitions step in the Setup Wizard, using the Web services, you can transfer premade eProcesses to the register of workflow.
You can adapt eProcesses to your needs or create new ones.
You can open the Setup Wizard in the menu Settings | Program | Administration panel | Settings | Documentation.
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HINT
- Read more detailed information about the Download WF definitions step in the chapter Download WF definitions.
- To design workflows according to the specific needs of your company, contact Datalab consultants via phone on 01 252 89 50 or via email at prodaja@datalab.si.
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In this chapter, an example of transferring eProcesses to the register using the wizard is shown.
In the Setup Wizard the person responsible selects the step Download WF definitions.
The person responsible leaves the Group field empty, as the person responsible wants to transfer all business processes using the Web service.
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HINT
In the Group field, from the drop-down list you can select the group of eProcesses that you want to transfer via the Web Service.
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The person responsible continues to choose the method of importing business processes.
The person responsible wants to transfer all the pre-prepared eProcesses that do not yet exist in the register, on the other hand, the existing ones overwrite.
The person responsible wants to transfer business processes consistent with localization for the Republic of Slovenia.
In the Import Type section, the person responsible checks the checkbox for the Add/Update.
In the For Country field, the person responsible selects the localization EU from the drop-down list.
The person responsible continues to select the business processes that the person responsible wants to transfer to the register.
The person responsible, among the preset eProcesses, chooses those that meet the company's needs.
After selecting the criteria, the person responsible clicks the button Transfer from server to download the eProcesses to the preview list.
In the list, by marking the selection box Yes/No, the person responsible selects the eProcesses that the person responsible wants to transfer to the register. By default, all eProcesses are selected.
The person responsible continues to download.
The person responsible wants to transfer the selected eProcesses to the register.
To transfer the selected eProcesses to the register, the person responsible selects the Transfer into Register button.
The Confirm button in the Information window completes the successful transfer of the selected eProcesses to the register.
By clicking the Next button, the person responsible continues to the next step which is Document type settings in Setup Wizard.