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en:software:tim:start_instance
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en:software:tim:start_instance [2016/01/14 12:59] amanda.zens |
en:software:tim:start_instance [2021/07/01 09:52] (current) |
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| 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. | 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 the instance in the process manager ==== | + | ==== Starting an instance in the Process Manager Client ==== |
| 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. | 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. | ||
| - | {{ :software:tim:startInstance_en.png |}} | + | {{:software:tim:startInstance_en.png?800|}} |
| 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. | 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. | ||
| - | {{ :software:tim:startInstance2_en.png |}} | + | {{:software:tim:startInstance2_en.png?800|}} |
| ^ Element ^ Description ^ | ^ Element ^ Description ^ | ||
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| 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: | 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: | ||
| * 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 a **starter** in Signavio (or iGrafx), or be part of a group which is registered as a **starter** | ||
| - | * the user must have the starter [[rights| rights ]] | + | * the user must have the starter [[roles| rights ]] |
| If all criteria are met, the user is able to start an instance within the relevant process definition. | 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> | ||
en/software/tim/start_instance.1452772760.txt.gz · Last modified: 2021/07/01 09:55 (external edit)
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