Configuration of business processes BPM Online ⋆ CRMs for Large Companies of Any Size

Configuration of business processes BPM Online

febrero 06, 2019 Comments Categories: CRM guides, TicTop Sales

Contents

1 Process events
2 Using start events in launch processes automatically
3 Use of the logic of the parent process in the start of processes automatically (as subprocesses)

Process events

En bpm'online, you can create business processes that start automatically under specific conditions. There are several ways to carry out the configuration of BPM Online business processes, depending on the task of the business:

BUSINESS TASK	AUTOMATIC LAUNCH CONDITIONS	IMPLEMENTATION IN PROCESS DESIGNER
Automatically start the process of incorporation of the client.	The process runs automatically every time a new client account is added in bpm'online	The initial event of the process is in the "Object signal mode". The signal initiates a new instance of the business process each time a new record is added in the [Accounts] section. Read more>
Automatically send a thank-you email to the customer when his bill is paid	The process is executed automatically each time the payment status of an invoice changes.	The initial event of the process is in the "Object signal mode". The signal initiates a new instance of the business process each time a record is modified in the [Invoices] section and the value in its [Payment status] field changes to "Paid".
Automatically update permissions when deleting an employee from a folder	The process runs automatically each time the connection between a folder and a corresponding contact is deleted	The initial event of the process is in the "Object signal mode". The signal initiates a new instance of the business process each time a specific contact record is deleted from the "Employee in folder" object.
Start preparing automatically for an event on a specific date	The process runs automatically, on a specific date at a specific time.	The initial event of the process is to start the timer in the "Once" mode. The timer starts a new business process instance at the specified date and time. Read more>
Automatically send reminders about a regular event (for example, weekly)	The process runs automatically at regular intervals.	The initial event of the process is to start the timer in the "Week" mode. The timer starts a new business process instance on the specified days of the week at the specified time. Read more>
Send notifications about an event (for example, a webinar) automatically, as long as the preparations for it are completed in a different business process	The process runs automatically, as long as a different process (for example, "Preparation for the webinar") activates it.	The initial event of the "Send Reminder" process is [Signal] in the "Custom Signal" mode. The process is executed whenever the "Preparation for webinar" process generates the corresponding signal. Read more>
Automatically start the business process "Meeting with the client" for the client from the process of "Corporate sale"	The process of "Meeting with the client" is executed automatically as an action of the process of "Corporate sale"	The "Corporate Sale" process contains a sub-process element with the "Meeting with the customer" process specified in the field [What process to execute?]. Read more>
Automatically start the "Qualification" business process as part of the workflow of potential client management cases.	The process is automatically executed when a user advances to a specific case stage (for example, "Qualification")	The "Qualification" stage of case of gestión customer potential includes a case element subprocess. The business process of "Qualification" is specified in the field [What process to execute?].

See the free business process templates of bpm'online marketplace (Figure 1, Figure 2, Fig 3, Fig 4, Fig 5) illustrating the examples of running processes using events. Click here to download the template.

After install the marketplace template , go to the [Process Library] section, select the process " Start events in business processes "And click [Open] to see your diagram. Select a start event in the diagram to verify its configuration.

(F1)Example of a business process that runs automatically when you add a new record in bpm'online

(F2) Example of a business process that runs automatically when you modify a bpm'online record

(F3) Example of a business process that runs automatically, on the specific day

(F4) Example of a business process that runs automatically, according to the schedule

(F5) Example of a business process that runs automatically, according to a CRON expression

As you can see, there are two general ways to set up business processes that run automatically:

Using initial events, such as [Signal] and [Start Timer]
Using the [Subprocess] element in dynamic cases and BPMN processes.

Using start events in launch processes automatically

A "initial event"It is the first element in a business process diagram. These elements determine how the business process begins. Before the initial event is activated, the business process is inactive: it will not execute any logic or receive signals (except the signals that activate the start event). Each time a start event is triggered, a new process instance is created in the [Process Log].

Using different types of events, you can set up business processes that will run automatically after changes in the bpm'online logs, when another process issues a system-wide signal, or at the specified time.

Execute business processes automatically in changes to the bpm'online data

Any change to the bpm'online data results in the addition, modification or deletion of records.
Use the start event [Signal] in the mode "object signal" to run automatically when such changes occur in bpm'online.
The ID of the register that activated the process will go to the parameters of the start event [Signal]. Read more about this in the article "How to read data from the registry that triggered the process" .

Execute business processes automatically when another process issues a system-wide signal

A business process can transmit a signal of the whole system through the intermediate event [Draft signal] .
Use the start event [Signal] in the mode "custom signal" if you want your process to react to such signals.
The process where the signal is generated is not connected in any other way with the processes that are activated by that signal (for example, these processes can not exchange parameter values).
When business processes are executed from other processes or cases, the logic of the automatic release is defined by the main process or the case.
Read more about the use of custom signals in the article "How to execute a process from another process using signals" .

Run business processes automatically on timer

Use the event [Start timer] to execute a business process automatically at the specified time.
You can execute business processes once, at a certain date and time. Read more about the timer settings for this case in the article "How to execute a process on a specific date" .
You can run business processes regularly, according to the calendar. Read more about the timer settings for this case in the article "How to run a process weekly" .
You can configure your custom logic for a schedule using cron expressions and execute the business process accordingly. Read more about the timer settings for this case in the article "How to execute a process according to the custom programming (cron expression)" .

Use of the logic of the parent process in the start of processes automatically (as subprocesses)

Business processes can be executed as part of another process or case through the element [Subprocess]

The automatic execution of business processes as subprocesses of other bpm'online processes has the following characteristics:

The threads are executed as separate instances, but they are connected to the corresponding instance of the process or main case. They can exchange parameter values, for example, receive information from the main process and return the result of its execution. Read more about the exchange of parameter values between a subprocess and its main process in the article "How to obtain a result of execution of a subprocess" .
When business processes are executed from other processes or cases, the logic of the automatic release is defined by the main process or the case.
The use of threads enables the running processes automatically, with custom parameters that can be completed in the corresponding [Process Parameters] block of the configuration area of the [Sub-process] element.