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Table of Contents

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Process Revisions allow Administrative Users to configure their business process.  Using Process Revisions, Administrative Users are able to include content that was added or changed in a Content Revision, review and alter the onboarding flow, or attach contextual onboarding content.   Unlike Content Revisions which can be many, only one active Process Revision is allowed in a business process in an organization. You cannot initiate a new process revision Process Revision unless all the previous process type revisions of the same Process Revisions in a business process are completed or withdrawn.

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Why is a Process Revision needed

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Process Revisions allow System Administrators and Process Administrators to configure their business process.

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From this page, an Administrative User can either search for an existing revision to modify, or they can select "Add a new Value" at the top of the page if they wish to create a new revision.

Note: However, a new Process Revision cannot be created if there is any Process Revision in progress.

Create Revision



How can you create and modify a Process Revision?

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After reserving the revision, click on "Configure" to begin making the changes in your revision.

Manage Revision



The When "Configure" is clicked, the Process Revision page opens as below. Using the highlighted configuration options, the user can make changes in the process. 

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Configure Business Process



In Revision Summary, expand the grid to view the description of the action.

Revision Summary



The description of the action displays in the sub section below the grid. Click on the arrow next to the description to open the audit details.

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