Business process setup guide (BPMS)
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Run business process

Once a business process is triggered, it creates a new process instance, which starts executing actions in the system. These actions include opening record pages, creating activities and other records, sending emails, etc.

A business process instance terminates when the end event is activated on its diagram. You can manually start and stop business processes or have them start automatically.

You can manage permissions to run business processes manually using the “Can run business processes” (CanRunBusinessProcesses) system operation. Any user who has permission to perform this system operation can run any business process.

Note

All users have permissions to perform the “Can run business processes” (CanRunBusinessProcesses) system operation by default. If you restrict these permissions for specific users, they will not be able to run processes manually.

To run a Creatio process manually, you can use the following tools:

  • Command line

  • Side panel

  • Any section that has processes associated with it

  • Any edit page that has a process associated with it

  • [Process library] section

Attention

You can manually run only active published processes with the “Business Process” tag. Processes of other types cannot be run manually. When you try to run an unpublished or inactive process an error message is displayed.

Regardless of permissions to the “Can run business processes” (CanRunBusinessProcesses) system operation, any user will be able to work with business processes that start automatically, e.g., processes that are triggered by a start timer or a signal event, as well as processes triggered by cases.

Contents

Run a process from the command line

Run a process from the side panel

Run a process from a section or record page

Run the Process Designer from the [Process library] section

Run a process automatically

Perform process actions

Resume a process

Complete or cancel a process instance

Disable a business process

Run a process from the command line

To run a process using the command line:

1.Enter “Run process“ followed by the name of a process in the command line (Fig. 1).

Fig. 1 Running a process from the command line

scr_chapter_processes_execution_start_command_line.png 

2.Click the btn_param_window_change.png button.

Note

You can find more details about the command-line functionality in the documentation for your Creatio application.

Run a process from the side panel

To run a process using the side panel:

1.Click the btn_com_sidebar_start_process.png button on the side panel.

2.Select a process to run (Fig. 2).

Fig. 2 Running a process from the side panel

scr_chapter_process_execution_start_process_sidebar.png 

Note

The list of processes that can be run using the btn_com_sidebar_start_process00001.png button can be configured using the process properties page of the [Process library] section.

To run a process that is unavailable in the list of the btn_com_sidebar_start_process00002.png button:

1.Select the [Another process] command (Fig. 3).

Fig. 3 Running a process that is not available in the process button of the side panel

scr_chapter_process_execution_start_other_process.png 

2.Select a process in the opened window and click the [Run] button.

Note

The same window opens when you click the btn_com_main_menu.png button in the side panel and select the [Run process] option.

Run a process from a section or record page

If a Creatio section has a list of processes that can be run from it, then the [Run process] button will be displayed in the toolbar of that section.

To run a process from a section:

1.Click the [New process] button.

2.Select a process to run (Fig. 4).

Fig. 4 Running a process from the section

scr_chapter_processes_execution_start_section.png 

The same process list is displayed on the record page when you click the [Process] button in toolbar (Fig. 5).

Fig. 5 Running a process on the record page

scr_chapter_processes_execution_start_page.png 

Run the Process Designer from the [Process library] section

To run the Process Designer from the [Process library] section:

1.Click the btn_system_designer.png to open the System Designer.

2.Click [Process library].

3.Select a business process and click [Run] (Fig. 6).

Fig. 6 Running a process from the [Process library] section

scr_chapter_processes_execution_start_process_library.png 

Note

The [Run process] button is displayed for active processes only

Run a process automatically

Processes can be run automatically when certain events occur. These events include adding, modifying and deleting records. Such processes are run automatically when triggered by specified events.

You can configure a process to run automatically upon an event using the Process Designer.

See also

Perform process actions

Resume a process

Complete or cancel a process instance

Disable a business process

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