How process actions are performed | Creatio Academy | Improve your skills with Creatio Training Courses & Certification

How process actions are performed

When a business process is started, the system performs the sequence of steps (process actions). As the process is executing, bpm'online prompts the user to enter required data, for example, to specify the results of actions performed outside the system or to make a decision by choosing how a process should continue.

The process steps can be performed in the following ways:

automatically, for example, when deleting certain records;
with some form of participation from the user, for example, the process opens a record page, which the user must fill in. The process will resume, when the user completes their actions, such as filling out and saving a page.

If a user is responsible for performing a user action as part of a business process, a corresponding process task will display for that user on the [Business process tasks] tab of the Communication panel. The behavior of each particular process task depends on whether it is run in the “background mode”:

If a user action is run in the background mode, it will not perform any logic until the user opens the corresponding page from the [Business process tasks] tab of the Communication panel and all system operations of the process will be performed in the background without displaying the loading mask.
If a user action is not run in the background mode, it will attempt to open the corresponding page and perform other logic the moment it is activated as part of the process flow, interrupting any activities in bpm'online the user may be performing at the same time.

Note

The background mode is enabled in the advanced settings of the corresponding process elements in the Process Designer.

For detailed information on each step of the process, use the tips that can be added by the author of the process. Hints are available by clicking the button.