Welcome > Workflow > Business processes > Work with processes

Work with processes

Once a business process is created, you can open, unlock, delete, copy and modify a process. You can open a process version, revert to a version and delete a version.

You can also view process associations. To work with processes, navigate to Workflow > Business processes. The business processes list page appears. Locate the business process.

Modify a process

  1. On the list of processes, click the process to modify.
    The process opens in the Design view in a new browser tab.
  2. Make changes as needed.
  3. Save the process.

Copy a process

Create a copy of process instead of creating it from scratch.

  1. In the business processes list, on the context menu of the process to copy, click Copy.
    A copy of the process prefixed with Copy 1 of to the <process name> appears on the Business processes page.
  2. Open the copy of the new process.
    The process opens in a new browser tab.
  3. Make changes, such as rename the process.
  4. Click Save.

    Once a copy is created, you can modify it to customize to your requirement.

Unlock a process

Whenever a process is released, it is locked by default so that other resources cannot modify it. You can unlock a process to allow modification.

In the business process list, on the context menu of the process to unlock, click Unlock. On confirmation, the process is unlocked and is available for modification.

Note You can lock a process again. When you open an unlocked process, a message appears to confirm whether to lock the process. On confirmation, the process is locked.

Delete a process

In the business processes list, on the context menu of the process to delete, click Delete. On confirmation, the process and all previous versions are deleted.

Note If a live job exists on a process, it cannot be deleted.

Modify a process in TotalAgility on Azure tenant

You can open TotalAgility on Azure tenant and further expand your process created in TotalAgility on Integration Server.

When you modify a process in Azure, the nodes configured to execute on integration server will be read-only. You cannot configure those nodes in Azure. (The Configuration tab is not available.)

You can add more nodes; however, the following node types are not available for the process in Azure:

  • Exchange

  • SharePoint

  • Micro Focus Content Manager

  • CRM

  • Export

For any nodes added to a process in Azure, the Run on integration server property appear read-only.

Open a process version

You can open a process version in a read-only mode, revert to a previous version if it is not the latest version, and delete a version.

View a process version

  1. In the business processes list, on the context menu of the process to view versions for, click Versions.
  2. On the list of versions, click the row for the version to view.

    The selected process version opens in a read-only mode.

Revert to a process version

Revert a process map to create a new version of the map based on an earlier version. All the items including variables, activities, resources, properties, and skin rules of the selected version are available in the newer version. For example, in a management scenario, as part of the company's project plan, you might have altered the organization's hierarchical structure, resource managerial levels, their categories and also the process map design. Then saved and released to create a new version of the map and immediately put it to use. However, after few days of implementation, management analyses the performance and opts to revert to the previous resource hierarchy and process flow. You might then want to pick the earlier map version and quickly replace the current version.

Note When you want to revert to a process version, make sure that the process is not open.

  1. In the business processes list, on the context menu of the process to open the versions list for, click Versions.
  2. On the context menu of the version of the process to revert to, click Revert.
  3. On confirmation, the process version is reverted to the selected version.
  4. Release the process. A new version of the process map is created. The Versions list is updated to include the new version.

Delete a process version

You can delete a redundant version of a process.

  1. In the business processes list, on the context menu of the process to open the versions list for, click Versions.
  2. On the context menu of the version of process to delete, click Delete.
    Once you confirm deletion, the selected version and all previous versions are deleted. For example, if you delete version 3, version 1 and version 2 are also deleted.

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