When you switch to the Process Automation module on the Kuika platform, the workflow creation screen is displayed.
Left Panel
From the left panel, you can create new workflows, access added workflows, define parameters and custom actions.
Processes: This is the area for creating new workflows.
Process Parameters: It is the field for defining parameters for workflows.
Business Object: It is the field for defining data structures to be used in form screens. For example, you can define the variable “Permit Day” as the user's permission day. If this data is information that must be entered by the user who starts the process, the parameters marked as “Is Input” are displayed under the Start Process action.
Internal: This is the field where the variables used for logical controls are defined. For example, you should create a process that checks whether the user has permission rights in the permission process. Since this is a background process, you can define a variable that determines the permission right. You can define a Boolean type variable named “Progress Payment”.
If the user is entitled to a day off, the progress is made on a specific path, if the user is not entitled to a day off, the progress is made on another path.
Custom Actions: This is the area where you can add custom actions in workflows.
Buttons: This is the area where you can add customizable buttons to manage user interaction.
B. Workflow Management Area
Process Automation Tools
Activate The Hand Tool: Allows to move the workflow.
Activate The Lasso Tool: Allows to move selected areas collectively.
Activate The Create/Remove Space Tool: Allows to expand and collapse the workflow.
Activate The Global Connect Tool: Allows to create a connection between tools.
Create Start Event: Determines the start of the workflow.
Create End Event: Determines the end of the workflow.
Create Timer Event: Triggers time-based actions.
Create Exclusive Gateway: Creates a path separation according to the conditions.
Create Parallel Gateway: Creates parallel business processes.
Create User Task: Creates a task that requires user interaction.
Create Task: Defines the tasks on which system actions run.
Design Area (Canvas)
You can use the following tools when performing operations on the canvas:
Change Type: Allows you to change element types. For example, you can change a Task to a User Task or an Exclusive Gateway to a Parallel Gateway.
Append Text Annotation: Allows you to add an annotation.
Remove: Allows you to delete selected elements.
C. Process Automation Properties Panel
Process Description: Description of the business process.
Process Due: Completion time of the process.
Lane: The area used to separate user tasks and make authorizations.
Assignment: Field where task assignments are made.
Everyone: Tasks defined with Everyone are created in a task pool. Each user can see this task and can take on and complete the tasks in the task pool.
Role: Tasks can be assigned for defined roles.
Dynamic Assignment: Allows making assignments related to process variables.
Find Manager: Provides integration to determine the user's manager. The manager is a user assigned and linked by Kuika. When an integration is made by Custom Provider, you can determine what this action will return through Provider.
The action creation process is similar to the system actions. Therefore, Input must be added first. Click Symbol Picker to add an input. For example, with this action, the manager of the person who initiated the process is determined. The other actions added work in a similar way. The variables of the desired process must be given as Input and the result returned must be a string or string list.
Happy Path: Refers to the error-free completion of the process under ideal conditions.
Version History: It allows management of old versions of workflows.
Version history can be viewed in the mobile app, but versions are saved via the web.
