Creating a Workflow in Process Automation

Process Automation Module

In the Web and Mobile applications you develop with Kuika, you can prepare your workflows through the Process Automation module and use them in your application.

The Process Automation module consists of different panels and areas within itself. Now let's examine these panels and areas.

When you open the Process Automation module, you are expected to create a new process.

When you create a new process, there are Processes, Process Parameters, Custom Actions and Buttons Panels on the left side.

Through the Processes panel, you can manage the processes in the application, navigate between processes and add a new process.

With the Process Parameters panel, you can add parameters to the process automations you are preparing and manage the parameters you have added.

Process parameters in Kuika are of two different types.

The first one is Business Object, which is the parameter type we can use in forms.

For example, when you think about a leave process, the fields to be filled in the leave request form are defined with Business Object Parameters.

When starting the process through any form, the input option is used to define the parameters to be carried to the process.

The other parameter type is Internal Parameters that allow logical controls to ensure that processes run automatically.

Through the Custom Actions panel on the left, you can access the custom actions in your application, manage existing custom actions and create a new custom action to use in your process automations.

Through the Buttons panel, you can add buttons that you can use in user interactions in the process automation. For example, you have an acceptance and rejection mechanism in the process. You can create a button here to trigger all rejection actions in your application and assign this button to the User Interaction that allows the rejection.

In the middle area of the module, there is a Canvas where you can design the process.

One of the most important components of Canvas is Lane. Lane is a form of organization used to organize different components or layers of a process in the context of business processes and flowcharts. Tasks in the process are placed in different Lanes, making it clear which task and who is responsible for what. The resulting structure provides a clearer understanding of the workflow.

One of the most important functions of Lanes is authorization. You can define different authorization definitions for different Lanes within a process. However, you can create interactions and actions between different Lanes.

If we examine the use of Lane on an example;

Let's consider an expense approval process.

  • Manager in Lane 1 - reviews, approves or rejects the created request.
  • Finance in Lane 2 - Processes and pays the approved request.

This structure clearly shows who performs which task at each stage of the process and helps to manage the process more efficiently.

There are various tools in Canvas that you can use to design a process. Definitions for all the tools you can use in Canvas are detailed in our user guide.

On the right side, there are Properties, Happy Path Version History Panels.

The first of the panels on the right side of the Process Automation module is the Properties panel. The Properties panel contains different properties for the whole process, different properties for the lanes and different properties for each of the tools.

Through the Properties of the process, you can add a description to the process, you can add a deadline to the process.

Through the Properties panel of the Lane, you can make authorization definitions for the Lane.

You can manage the properties and definitions of each vehicle through the Properties panel of each vehicle. The definitions for the Properties of the vehicles are detailed in our user guide.

Another panel on the right side is the Happy Path panel. It is the panel that allows you to define the most perfect working scenario of the processes under ideal conditions through the Happy Path panel.

The last panel in the Process Automation module is the Version History panel. As the name suggests, this panel is used to manage previous versions of process automations. Each time an update is made, a new version is created and old versions are listed here. Old versions can be deactivated through this panel and unused screens and definitions are disabled.

If you are developing an application that includes Workflow, even if the application type is mobile, you need to keep the Web application live on a server, because the old versions of Process Automation are accessed through web applications in the mobile application. Since the version structure is on the Web, Mobile applications always show the view on the Web.

All panels in this module are specially designed for you to design, manage and optimize your workflows effectively. With Process Automation, you can easily digitize your business processes and update and improve them instantly. Remember, a well-structured workflow saves time and increases work efficiency. Now, using what you have learned, you are ready to build powerful and sustainable automation processes with Kuika.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Superscript

Subscript

In the Web and Mobile applications you develop with Kuika, you can prepare your workflows through the Process Automation module and use them in your application.

In the Web and Mobile applications you develop with Kuika, you can prepare your workflows through the Process Automation module and use them in your application.

The Process Automation module consists of different panels and areas within itself. Now let's examine these panels and areas.

When you open the Process Automation module, you are expected to create a new process.

When you create a new process, there are Processes, Process Parameters, Custom Actions and Buttons Panels on the left side.

Through the Processes panel, you can manage the processes in the application, navigate between processes and add a new process.

With the Process Parameters panel, you can add parameters to the process automations you are preparing and manage the parameters you have added.

Process parameters in Kuika are of two different types.

The first one is Business Object, which is the parameter type we can use in forms.

For example, when you think about a leave process, the fields to be filled in the leave request form are defined with Business Object Parameters.

When starting the process through any form, the input option is used to define the parameters to be carried to the process.

The other parameter type is Internal Parameters that allow logical controls to ensure that processes run automatically.

Through the Custom Actions panel on the left, you can access the custom actions in your application, manage existing custom actions and create a new custom action to use in your process automations.

Through the Buttons panel, you can add buttons that you can use in user interactions in the process automation. For example, you have an acceptance and rejection mechanism in the process. You can create a button here to trigger all rejection actions in your application and assign this button to the User Interaction that allows the rejection.

In the middle area of the module, there is a Canvas where you can design the process.

One of the most important components of Canvas is Lane. Lane is a form of organization used to organize different components or layers of a process in the context of business processes and flowcharts. Tasks in the process are placed in different Lanes, making it clear which task and who is responsible for what. The resulting structure provides a clearer understanding of the workflow.

One of the most important functions of Lanes is authorization. You can define different authorization definitions for different Lanes within a process. However, you can create interactions and actions between different Lanes.

If we examine the use of Lane on an example;

Let's consider an expense approval process.

  • Manager in Lane 1 - reviews, approves or rejects the created request.
  • Finance in Lane 2 - Processes and pays the approved request.

This structure clearly shows who performs which task at each stage of the process and helps to manage the process more efficiently.

There are various tools in Canvas that you can use to design a process. Definitions for all the tools you can use in Canvas are detailed in our user guide.

On the right side, there are Properties, Happy Path Version History Panels.

The first of the panels on the right side of the Process Automation module is the Properties panel. The Properties panel contains different properties for the whole process, different properties for the lanes and different properties for each of the tools.

Through the Properties of the process, you can add a description to the process, you can add a deadline to the process.

Through the Properties panel of the Lane, you can make authorization definitions for the Lane.

You can manage the properties and definitions of each vehicle through the Properties panel of each vehicle. The definitions for the Properties of the vehicles are detailed in our user guide.

Another panel on the right side is the Happy Path panel. It is the panel that allows you to define the most perfect working scenario of the processes under ideal conditions through the Happy Path panel.

The last panel in the Process Automation module is the Version History panel. As the name suggests, this panel is used to manage previous versions of process automations. Each time an update is made, a new version is created and old versions are listed here. Old versions can be deactivated through this panel and unused screens and definitions are disabled.

If you are developing an application that includes Workflow, even if the application type is mobile, you need to keep the Web application live on a server, because the old versions of Process Automation are accessed through web applications in the mobile application. Since the version structure is on the Web, Mobile applications always show the view on the Web.

All panels in this module are specially designed for you to design, manage and optimize your workflows effectively. With Process Automation, you can easily digitize your business processes and update and improve them instantly. Remember, a well-structured workflow saves time and increases work efficiency. Now, using what you have learned, you are ready to build powerful and sustainable automation processes with Kuika.

Dosyalar

Yardımcı kaynaklar

Sözlük