Skip to main content

Swimlanes Properties

Pool​

Pool

Considerations​

  • A Process is fully contained within the Pool.

Basic Properties​

  • Display Name: This is the display name of the Pool that is shown in the Work Portal.
  • Name: This is the name of the Pool in the database.
  • Description: Displays additional information for the Pool.

Runtime Properties​

  • Help text: In this option, the user can configure a help text for the Process.
  • Url Help: In this option, the user can configure a URL that contains help text for the Process.
  • Access Type: Indicates if the Process is accessed as Process, Module, or Only Sub-Process.
  • Order: Determines the sequence in which the Process will be displayed on the registration menu.
  • Use Parent Case Number:
    This option will enable a single case number for the parent Process and its Sub-Process.
    If this box is not checked, the Sub-Process will have a different number other than that of the parent case.
  • Enable Alarms: Enables alarms for the Process.
  • Enable Notifications: Enables notifications for the Process.
  • Category: Category to which the Process belongs.
  • Global Form: Name of the process' Global form.
  • Summary Form: Name of the process' Summary form.
  • Estimated Duration:
    Determines the maximum time that a Process can be active (unfinished)
    to consider that it is still on time. It is defined in minutes.
  • Lower Limit: The estimated minimum runtime of the Process. It is defined in minutes.
  • Upper Limit: The estimated maximum runtime of the Process. It is defined in minutes.
  • Version: The version of the Flowchart is specified here.
  • State:
    • The status of the Process (active/inactive).
    • If checked, the Process will be available to be used (if it is a Process, Sub-Process, or Module) and create cases (if it is a Process).
    • If inactive, it will not be available to be used.
  • Mobile Access: Enables the process to be executed from mobile devices.
  • Risk Signal:
    Allows you to customize the time frame in which an activity becomes "at risk"
    (marked with the yellow icon/semaphore in the Work Portal).
    The time set will define when a task turns yellow before expiring.

Lane​

Lane

Considerations​

  • The first Lane of the Process is created automatically when the Process is created.
  • All shapes must belong to one Lane.

Basic Properties​

  • Display Name: This is the display name of the Lane that is shown in the Work Portal.
  • Name: This is the name of the Lane in the database. It cannot be modified.
  • Description: Displays additional information for the Lane.

Milestone​

Milestone

Considerations​

  • All shapes must belong to one Phase. Therefore, all processes must have at least one Phase.
  • The number of Phases required and the names used depend on the statuses of the Process.
  • There are two types of Phases, which can be configured in the global properties of the shape:

Type 1 – Case Creation​

Indicates that the initial activities of the Process correspond to the entry Phase of the Case, before formalizing the creation of the case.
This phase holds the following properties:

  • All the activities in this Phase have the property that they can return to the immediately previous Activity.
  • The allocation rules for the activities in this phase are skipped, holding only a single user.
    The user that creates the case is the one that performs all activities in this phase.
  • Customized case numbers are assigned at the end of the Phase.

Type 2 – Process​

This type of Phase, unlike the previous one, will not allow you to return to a previous Activity.

Basic Properties​

  • Display Name: This is the display name of the Phase that is shown in the Work Portal.
  • Name: This is the name of the Phase in the database. It cannot be modified.
  • Description: Displays additional information for the Phase.

Runtime Properties​

  • Help text: In this option, the user can configure a help text for the Process.
  • Type: Indicates if the Phase is from Case Creation type or Process type.