Netigma application involves a process manager that enables users to follow the process. The process manager is a Netigma tool that defines/designs work processes. With this tool, you can define your business processes with dragging/dropping way; monitor the status of the objects in their processes and add logical action to that monitoring, for example, sending an email to a related person when a new application is entered, or sending an SMS to the applicant when it is approved. Such definitions are made with the visual interface based on the "State Machine" technique in the "Process Manager".
In order to ensure that the defined processes are related to the objects; a data column has to be added to hold process stages. And if the object has process name, written in the "Process Name" field, in its defintiton then it means the object is related with the written process. For detailed information on the process manager, see How to prepare process design?
When you insert a new record (row insert); the application registers this record in the process manager and writes the initial stage information (Id), to the process column. As the process continues, the current stage information is always updated in the process column. What should be noted here is that user should avoid such operations that are changing/deleting values or proceedings of the process, manulally or with another application, because such operations may cause a difference between the information in the process column and the process manager.
Another important thing is that in different process stages, different object forms can be created. Process stages can be assigned with the different forms of the object, such as "show A form while the record is in state a, show B form while it's is in b state" etc. Thus, while the record progress through the process, the user may be prompted to enter different information for these different forms.
Process Manager Settings
Add new column for the process related to the object. object. Click on the "..." button next to the column "Process Name" to enter information about the process. The process definition and synchronization window are opened.
Through the "process text box", the process that the field (column) matches is determined. After a value is written to the process field, the field-process mapping is completed by pressing the "Save" button.
The entered process name completes the match process if it is defined in the process manager.
If not defined, the application automatically opens the process edit screen, assuming a new process definition is requested.
Another function in the process operations window is to synchronize the process states, the application's database, and the values in the process column, and synchronize the values in the process column with the process manager.
When you click on"Click to get the statuses of the process manager, correct the Lookup definition and complete the integration", the status definitions found in the process manager are moved to the application's own database. For this, a database table named st_'ProcessName 'is created in the database. Each time this button is clicked, the status information in this lookup table is synchronized with the definitions in the process manager.
This synchronization process needs to be repeated when a new status is added to the process manager.
When you click on "Click to write the values from the Process Manager to the Status column and to register the Process Manager with no records in the Process Manager..." the current status information in the process column is updated with the actual information in the process manager. Also, if a record is not recorded in the process manager due to any reason, this record is also created. If a record can not be registered to the process manager due to a fault, or if there are records found before the table process column is created, this button will be clicked to automatically register all empty records with the process column to the process manager.
To create a new process, write the name of the process to be created and press Save to open the process editing screen. The process edit window can also be opened by clicking the "Edit" button.
Process Form Matching
The steps to follow for process - form matching are as follows:
The form editor of the field (column) to be used as the process follow-up column should be selected as "State Edit".
In this editorial specification, Group> Target Area information must be set to "Action".
On the process edit screen, click on the setting button next to the defined statuses to open the Status tab and match the status - Netigma form using the controls in the row labeled "Netifma Form" at the bottom of the window.