Creating a Circular and a Process Route

Procedure

You can create a circular starting only from a record, and not starting from the Records Organizer.

1. In a record, place the cursor on a model node, to which an element type for circulars is assigned, open the context menu, and choose Create.

   A dialog box is displayed that contains a list of all the elements of the record that already exist as a complete version. If more than one complete version exists for an element, the most recent version is listed in the first hierarchy level, and previous versions are listed in the second hierarchy level.

2. Use the checkbox to select the elements that you want to send in the circular, and then choose .

   The screen Create Circular is displayed. This is divided into three screen areas.

   The objects for the circular are displayed in the top screen area. These are the elements that you selected in the previous step.

   In the middle screen area, the processing steps and the corresponding processor of the circular are displayed.

   Attachments are displayed in the bottom screen area. In the default setting, the attachments include a link to the whole record from which you have created the circular. Users can add any number of additional attachments.

3. To maintain the header data for the process route, choose . The dialog box Header Data for Process Route is displayed. For an explanation of the individual fields, use the field help. To confirm your entries, choose .

4. Add process route items. You have the following options:

   • Add sequentially: The process route item is added after the item on which the cursor is currently placed. When the circular is executed, the work item is not sent until the processor working on the previous process route item has completed their work item.

   • Add in parallel: The process route item is added parallel to the item on which the cursor is currently positioned. When the circular is executed, both employees receive a work item at the same time.

   If you select Insert Sequentially or Insert in Parallel, the dialog box Add Process Route Item is displayed. In the upper screen area, the details are displayed for the preceding process route item, that is, the item on which your cursor is currently positioned. In the lower screen area, you can determine the properties of the new process route item. For an explanation of the individual fields, use the field help.

   • Create Note: You can create relevant notes for the circular step.

   • Load process route template: You can load a process route that you have created previously, if you have saved that process route as a process route template.

     If you choose Load Process Route Template, a search template is displayed in which you can restrict the search for existing process route templates. To start the search, choose . To use a process route template, double-click it in the hit list.

     Choose . The new process route item or the selected process route template is displayed in an overview tree. If you have used a process route template, you can then make any required changes to it.

5. When you have added all the process route items, use to check the process route, and then save.

6. To refresh the process route display, choose .

7. To make user-specific settings for the columns, choose . The dialog box Column Selection is displayed. You can show and hide columns. Confirm your entries by choosing .

   In addition, you can make user-specific settings for the columns by using Drag&Drop. You must, however, save your column view by choosing so that your view is displayed the next time you call the application.

8. Choose the green arrow to navigate back to the circular.

9. Choose Start Circular.

Result

The processor of the first process route item receives a work item in their workflow inbox. After the process route item has been processed, the next processor in the route receives a work item. You can choose to navigate to the workflow log, and to navigate to the process route log.

If all process route items have been completed, you receive a work item to notify you that the process has been completed.