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--- en:software:tim:start_instance [2014/07/07 11:21]
melanie.yesilcay
+++ en:software:tim:start_instance [2021/07/01 09:52] (current)
@@ Line 1: / Line 1: @@
+===== Starting a Process Instance =====
+Process instances can be started using either the ToDo-Client or the Process-Manager Client. Both options require that the user have the right to start an instance for the given process definition.
+==== Starting an instance in the Process Manager Client ====
-====Start process instance====
+The **processes** table in the process manager client displays the available process definitions. By clicking on the plus-icon, an instance for the selected process definition can be started.
-For starting a run of an instance, a process instance must be started based on a definition.
-There are several ways:
-  * via [[en:todo-processmanager4g| Processmanager Client]]. (see element 7)
-  * via [[en:todo_clients| ToDo Client]] (see element 12) and thereby opening window
-{{ :en:software:tim:unbenannt19.png |}}
+{{:software:tim:startInstance_en.png?800|}}
-===Start of an instance===
+Before the instance initiates, a pop-up appears in which the instance parameters can be entered; these include the instance name and description as well as the intended starting and ending dates.
-If a new instance shall be started, the following window opens:
+{{:software:tim:startInstance2_en.png?800|}}
-{{ :en:software:tim:unbenannt20.png |}}
 ^ Element ^ Description ^
-| **1** | Here you can give an instance any name. |
+| **1** | Here the instance is given a user-defined name. |
-| **2** | Here you can enter an additional description for the instance, for example, a description of the instance function or other information. |
+| **2** | Here an additional description for the instance, for example, a description of the instance function or other information, can be entered. |
-| **3** | Here you can set a scheduled start for the instance. This is relevant mainly for the [[en:support:cpm | CPM-Modul ]]. |
+| **3** | Here the scheduled start for the instance is entered. This is relevant primarily for the [[en:support:cpm | CPM-Modul ]]. |
-| **4** | Here you can set a scheduled end for the instance. This is relevant mainly for the [[en:support:cpm | CPM-Modul ]]. |
+| **4** | Here the scheduled end for the instance is entered. This is relevant primarily for the [[en:support:cpm | CPM-Modul ]]. |
-| **5** | If the required information is entered, the instance can get started via this button. |
+| **5** | Once the required information is entered, clicking this button starts the instance. |
-| **6** | Through the slide **Smartform** the smartform of the process opens and information can be set, which are already relevant by start of the instance. |
+| **6** | The **Smartform**-tab opens the Smartform of the given process. Here, information that becomes relevant after the instance start can be entered. |
+| **7** | In **Documents** tab, instance-related documents can be attached. |
-===Requirements for the start of an instance===
+===Requirements for starting an instance===
-Not every user can start a new instance, because the user takes part in a process only and does not actively start the process.
+Not every user has the rights to start an instance for a process definition. In order to grant a user the rights to start an instance, the following criteria must be fulfilled:
-For approving the instance start to a user the following conditions must be met:
+  * the user must be registered as a **starter** in Signavio (or iGrafx), or be part of a group which is registered as a **starter**
-  * the user must be registered as **starter** in Signavio, or be part of the group which is registered as **starter**
+  * the user must have the starter [[roles| rights ]]
-  * the user must have the [[rights| right ]] starter
-If all this is fulfilled, the user can see the relevant definition in its list and launch instances of this.
+If all criteria are met, the user is able to start an instance within the relevant process definition.
+==== Starting an instance in the Todo Client ====
+In the Todo Client you can start instances via the context menu in the upper right corner of the screen (see screenshot).
+{{:software:tim:todostartpi.png?600|}}
+In the **My startable process** pop up you can select the process definition to start an instance from (see Screenshot).
+{{:software:tim:todostartpi2.png?600|}}
+The necessary parameter to start an instance, have to be enter in the same way as in the Process Manager Client.
+==== Starting an instance via a webform ====
+Process instances can be from without TIM via a [[en:software:tim:webform|Webform]]. This particularly useful if not all process participants have access to TIM. How to create webform is described in detail in the [[en:software:tim:webform|Webform page]].\\
+\\ In the webform the process instance is created on submission by the following line. In the example a process instance of the **8D Problem Solving** process is created.
+<code><input type="hidden" name="processdefinition" id="processdefinition" value="8D Problem Solving" /></code>
+<note important>To start a process instance via a webform, the respective process definition has to be published in TIM</note>
+==== Starting an instance via a URL ====
+Furthermore instances can be started via a URL. To do so, the term **startProcessInstanceByProcessDefinition="name of the process definition"** is attached to the TIM server URL.\\
+The following example URL starts an instance of the 8D Problem Solving process
+<code>http://tim.taskinmotion.de/loom-portal/client/todo/index.htm?startProcessInstanceByProcessDefinition=8D%20Problem%20Solving</code>
+<note important>To start a process instance via a webform, the respective process definition has to be published in TIM</note>

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