Let's Try Creating A Simple Workflow !

Welcome to [Questetra BPM Suite] !
Please try the [Questetra BPM Suite],which needs only Drag&Drop to create the workflow.
Below, you can find the rough explanation "10 minutes trial" which contains(1) Loging into SaaS BPM trial environment, (2) Creating a workflow by Drag&Drop and(3) Starting the process as an operator.

1. Login

After registering for Free account, you will receive a completion Email from Questetra.
Access the URL written in the Email, enter your Email address and Pass-word to login.

If you are not in SaaS environment, please apply Free account first.
1.login
 

 

2.Creating a Workflow

2-1. Name the Workflow

Let's create a Workflow named 'Hello World!'

  1. Click on the user name on top right and choose [Process model Setting].
    Process model List
  2. Click [New Model] button.
    New Model
  3. Enter Workflow name (Hello World!) into [Process Model Name] box.
  4. Click [Add new process model] button.
    Process Modeler (Process Model Editing Tool)
2-1.Create-Workflow

2-2. Design Working Process

Place items and connect them to fit the working process.
Let's place two tasks (rectangular with rounded corners) side by side, other than Start and end items.

  1. Click 'red circle' item third from the top in the pallet on the left of the screen, Drag & Drop it into the rectangular to the right.
  2. Place two rectangular with rounded corners and a thick line red circle as well.
  3. As you move the mouse cursor to the right of red circle which you placed at 1., it changes the display of icons, then simply Drag & Drop to the next item on the right and connect them.
  4. Connect all items.
2-2.Design-Working-Process

2-3. Setting up Format of Each Business Data

Let's set up business data to enter and its format.

  1. Click [Process Data Item] tab at the top to open [Process Data Item] setting screen.
  2. Click [+ Add] button to add process data item.
  3. Select [Numeric] from pull-down menu of data type choice.
  4. Repeat 2.3. over to add [Date] type process data item.
2-3.Setting-Data

2-4. Set up Entering Business Data

Let's set up tasks, entering and displaying.

  1. Click [permission] tab to open [Permission] setting screen.
  2. The settings will change as you click on an item, set up the data as following,
    • The first task (Task2) - all [Read Write]
    • The second task (Task3) - [Read Only] in [Title] and [data1], [-] in [data2]
2-4.Setting-Entering-Authority

2-5. Save & Start!

Let's save the Workflow and start it.

  1. Click [Save] button to save the Workflow.
  2. Click [Close] button to close the Process Modeler.
    Version (Editing) Detail
  3. Click [Activate Editing Version] button.
    Process Model is now Activated!
2-5.Save-Start
 

 

3. Flow Task

3-1. Starting A Process Model

Let's start the Activated Process Model.

  1. Click [Workflow] menu button
  2. Click [Start] button menu list on the left
  3. Click [Start] button on "Hello World!" in Process Model List.
    Data input screen of first operation (Task2) will be displayed.
  4. Input letters in [Title], numbers in [data1], and choose date on the calender for [data2].
  5. Click [Finish "Task2"] button to finish the task.
3-1.Start-Process

3-2. Check Your Task List and Execute.

Let's do your Task from [My Tasks]

  1. Click [My Tasks] in the left menu.
    List of tasks for you will be displayed.
  2. Click [Execute] button on Process model "Hello World"
    Screen of the second Task (Task3) will be displayed.
  3. Check displayed items.
    [Data2] will not be displayed because the permission is set [-] (not display)
  4. Click [Finish "Task3"] button to close the Task.
3-2.Execute-Mytask
 

Summary

title
1.apply
2.create-workflow
 
3.setting-flow
4.setting-data
5.entering-authority
 
6.activation
7.start-process
8.enter-at-first-task
 
9.browse-at-next-task
easily-creating
free-trial