Skip to main content
Version: 2023 R3

Step 1: Basic information about the process

The entire procedure of creating a new process using the wizard encompasses seven steps. The user navigates between these steps by using the Back and Next buttons.
The Back button takes you back to the previous step – please note here that the information entered in the current step is not lost.
When you click Next, the data you have entered is verified.
In the first step of the wizard you can choose between the basic (default) and advanced display mode.

Basic​

The basic display mode is set by default in the first step of the wizard.
drex_Wizard_VacationProccessStep1_screen.png

1. Process name​

The name of the process should make it possible for users to define clearly the said process.

2. Acronym​

The process acronym is a shortened record of the process name and it can be used for example as an element of a document signature.

3. Description​

The description of the process should contain information allowing to understand the general purpose of the process and the way it operates.

4. Advanced​

Some steps have advanced options. This button allows you to switch between the basic and the advanced mode.

Advanced​

The advanced display mode for the first step of the process wizard is activated by clicking the advanced button located in the bottom, right corner of the wizard window.

./img/drex_Wizard_VacationProccessStep1_custom.png

1. Attachments database​

By using the drop-down list, a user can specify an attachments database used in a process that is different that the suggested default one.

2. Standard e-mail title​

THe field allows users to define title of a standard e-mail message sent as a notification (e.g. regarding a task assigned to person).

3. Workflow instance number​

The drop-down list allows users to select an instance number format from the available options or create their own format (the <Custom> item → the Configure button)

4. Basic​

The button allows you to switch display mode to the basic one.