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Process Management

In the "Process List" tab, after publishing a process, you can view its details, make changes, or completely delete it from the system.

Available for users with process management permissions.

Before you begin​

All actions are performed through the process card in the control panel. Make sure you are in the correct section:

WhoWhat is needed
User with process management accessAccess to the "Process List" section + existence of created processes

Steps Overview​

  • Step 1 — Open the card of the selected process from the list
  • Step 2 — Select and perform the required action on the process

Step 1 — Open the card of the selected process​

Performed by: User with process management access

  1. Go to the Processes tab.
  2. In the side menu, select Process List.
  3. Find the required process in the list and click on it to open the details window:
  • Under the "Details" tab, the main details (name, category, description) and process fields are displayed. 2.png
  • Under the "Request route" tab, the process route is displayed. 2.png

Step 2 — Select and perform the required action​

Performed by: User with process management access

In the opened window, select an action:

Deactivating a process​

This action is only available for processes with the "Published" status.

  1. In the process details, click the Deactivate button.
  2. Confirm the deactivation in the window that appears. 2.png Process deactivated — it changes to "Unpublished" status and is hidden from users (they will no longer be able to create new requests using it).

Editing a process​

  1. In the process details, click the Edit button.
  2. In the opened process designer, edit any steps, forms, or conditions.
  3. After completing the changes, click the Publish button and confirm the action. 2.png Changes applied — the updated process will appear in the general process list with the "Published" status.

Deleting a process​

This action is only available for processes with the "Unpublished" status. If the process is currently active, deactivate it first.

  1. In the process details, click the "..." (three dots) button in the top menu.
  2. In the drop-down list, select Delete process.
  3. Confirm the deletion in the modal window. 2.png Process deleted — the template is completely and permanently removed from the general process list.