Home Page Editor

Create a New Process

Create a new process by copying

You may want to re-use most of the tasks of an existing process, but do not want to alter the original process, as it is used by other home pages and Navigator definitions. That is, you want to use an existing process as a template for the new one, but keep the template unchanged.

1. Open the Home Page Editor and load the source home page.
2. Add a new process panel and define its properties. Click the Edit Tasks button.
3. In the Tasks Assigned form, click on Add Tasks.
4. Filter the Add Tasks form to one application and process.
5. Use the "Select All" button to select all the tasks.
6. Click the Copy Selected Tasks to Process button.
7. When the Copy Selected Tasks button, the system creates the new afm_processes record just before it creates the new afm_ptasks records.
8. You can now modify the tasks in the process without disturbing the existing process from which you copied the task

Create a brand new process

When creating a new process panel to show tasks, you usually select an existing activity and process, as described above. However, you can also create a brand new process for use by the home pages.

In this case, you follow this process.

1. Open the Home Page Editor and load the source home page.
2. Add a new process.
3. In the Properties form, select an existing Application. In the Process or Role field, type in the ID for a new process. Click the Save button.
   • When you click the Save button on the panel form, the system creates a home page panel, but does not yet create a new afm_processes record. Publish at this point and the resulting panel will be empty and have no tasks. Only after you assign tasks to the process panel will the system create that afm_processes record.

Note: It is also possible to type an activity ID value into the Application field. However, if you type in an activity id that does not already exist, no new records will be created; that is to say, the activity, process, and task records will not be written on the server.

4. Click the Edit Tasks button.
5. On the resulting Tasks Assigned form (which is blank), click the Add Tasks button.
6. Filter the Add Tasks for to the application for which you created the process.
7. Choose some tasks to add to this process.
8. Click the Copy Selected Tasks to Process button.
9. Save the homepage and Publish it.
10. Refresh the page, you can find the homepage and the new Process or Role

After making a new panel, select an existing activity using the select value dialog as usual. Then, type a brand new unique process name into the field form (rather than selecting an process with the select value dialog). When you click the Save button on the panel form, the system creates a home page panel, but a new afm_process record is not yet created yet. Publishing at this point and the resulting panel will be empty and have not tasks. Only after you assign tasks to the process panel will the afm_process record be created.

You can use this new process on the Navigator, but you must edit the record in the afm_processes table and change the Process Type to "Web Pnav & Pages"; this allows it to display on both the Navigator and Home pages. You cannot make this change from the Home Page Editor.