Application used to design processes, forms, help, automated emails etc. In effect, this is how we put processes on rails! Process Designer - How to use it Designer is the application that allows us to apply lean thinking to our processes thus promoting standardisation, scalability, visibility & clarity. Leading to significant savings and waste reduction... Read more Understanding the Process Properties… Processes have properties such as: name, description, image, type, countries. All of these are defined when one is created.... Read more Understanding WorkItem Properties Each WorkItem shape has a set of properties some of which are common such as Process Id, WorkItem Id, Name, Image, Description, but also others which are specific to the shape e.g. Allocation Trigger... Read more Field Types available In designer we can use different field types based on the format we want the answer to be delivered in. Some examples are: Free Text, Rich Text, Number, Fixed List of Values, Values from Datasources... Read more Form Design You can design process flows and make them “come alive” as web apps using WMS. The wonderful process flows you create won’t “feel” wonderful if not appropriately styled using beautification templates.... Read more Form Design Best Practice There are best practice guidelines for form design such as layout, re-using HTML... Read more Preview Best tool to help designers check if their forms/help/checklist and flow of process is correctly designed before cutting live to do a full run through.... Read more Linking a Sub Process to your process A Sub-process is a separate process that is embedded in another process. A Sub-process is generally from the same WebPlatform as the parent process.... Read more How to… make the process work! There are a few steps you must follow in order to get your process to work. The inbuilt validation rules will pick up basic errors and flag these to the designer.... Read more Role Based Allocation in WMS WorkItems can be allocated to a role, meaning multiple users (all of those who have that role) will be able to see the Workitem in their active WorkItems queue.... Read more WorkItem AutoComplete There are WMS processes that have been setup to synchronise with systems outside of the WebPlatform. WorkItems can autocomplete when all required information has been provided by a 3rd party system.... Read more Context Objects displayed as plain text on a WorkItem form In Process Designer you are able to display Context Object values as plain text on forms... Read more Process validation & Cut Live Before any process can be tested end to end it needs to pass a series of validation rules that check if the design meets the minimum requirements to work.... Read more Editing a Process The owner of the process design can edit it to make improvements 'kaizen' by creating a new version of the process.... Read more Export/Print JSON Template We can download a template JSON for the process (then finish it off by mapping relevant fields and removing ones that will not be used)... Read more Autoselection/Autopopulation for Dropdown Context Objects In WMS you can set a field to auto populate with values when there is only one avaliable to select... Read more Visio Import/Export in Process Designer Designers are able to create process designs in Visio and import these into Process Designer. They are also able to export a process diagram and the transition details into a Visio file... Read more Traffic Manager - SLA Process There's a way for the system to treat some processes as more important than others.... Read more WMS Anywhere Functionality that allows users without a WebPlatform / WMS Account to start processes.... Read more Help for wizard processes Wizard processes are different to a standard process, but they also include help content. Find out how help content is configured and displayed within wizards.... Read more Overview Anywhere! We allow users without a WebPlatform / WMS Account to see progress for processes. This is the classic answer to: Where are we in the process?... Read more WorkItems Anywhere! We allow users without a WebPlatform / WMS Account to see progress for processes at Workitem level. This is the classic answer to: Where are we in the process? & Who’s doing what?... Read more YouTube Scorm Set Up Digital elearning can be made accessible to users.... Read more Minions This documentation will explain what minions are, how they are used and what's required to setup a minion for when designing a process..... Read more Bulk Updater App The bulk updater app is used to update fields in WMS processes with information from other sources. You must have an API and JSON code applicable to automated changes you want to make to the process... Read more