Setup > Interactive dashboard > Processes 

A process is a chart that you use to:

  • Describe a specific flow involving Sage X3 functions.
  • Provide direct links to access these functions.

You use this function to create your process, using a visual editor.

You must then link your process either to:

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Fields

The following fields are present on this tab :

Code identifying the process.

Legislation code associated with the process.

Language used in the process.

  • Description (field INTIT1)

Use this field to assign a description to each record.

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Tab Description

Fields

The following fields are present on this tab :

Block number 1

  • Type (field TYPEP)

Type of process:

  • Menu: Specific type of process. It should be assigned to a process browser (process menu). The editor is of no use in this case.
  • Process: Standard type of process described using the editor.
 

Enter an access code for the selected screen field, if needed.

 

Description

  • field TEXTE

Description of the process in HTML format.

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Tab Drawing

Presentation

Visual editor for processes

Shapes

Click the button to add a shape to your process.

You can add:

  • A rectangle
  • An ellipse
  • A circle
  • A line

Once a shape has been added to your process, you can change its size using the handles displayed on its borders.

This toolbar is displayed when you select a shape:

From this toolbar, you can:

ActionsImages

Select the filling color of the shape.

Select:

  • The color of the shape borders
  • The border style:
    • No borders
    • All borders
    • Dotted lines
    • Dashed lines
  • The border width

You can add arrows, bullets, and diamonds at the beginning or end of lines.

Rotate the shape counter-clockwise by 45 degrees.

Duplicate a shape.

Double-click the shape to insert a text.

Format your text by choosing:

  • Its size:
    • Small
    • Medium
    • Large
    • Extra large
    • Extra extra large
  • Its style:
    • Bold
    • Italic
    • Underline
  • Its alignment:
    • Left
    • Center
    • Right
    • Top
    • Middle
    • Bottom
  • Its color

Add a hyperlink.

Right-click the shape or click to perform these actions:

  • Cut
  • Copy
  • Paste
  • Delete
  • Bring forward
  • Bring to front
  • Send backward
  • Send to back

Managing multiple shapes

To group shapes, press Shift and select the items that you want to group. Then click the button. Ungroup shapes by clicking the button. You can also do these actions between existing groups. For example, to add another element to a group.

Like for single shapes, you can perform the different actions available via the button. Press Shift and select the concerned shapes before.

You can also move, resize, and color groups uniformly.

Dynamic alignment guidelines help align your elements properly when moving them around the canvas.

Icons

Click the button to display the list of available icons. Once an icon has been added to your process, you can do the same changes as for shapes (size, color, rotation, group, and so on).

Upload image

Click the button to upload an image from your PC to your visual process. Once an image has been added to your process, you can make some of the changes possible for shapes (size, link, rotation, and so on).

Actions

Click the button to display the Actions panel.

Click Toggle numbers to show or hide your trigger and target actions' overlay numbers.

Click the Up and down and Left and right arrow icons to move the Actions panel around the canvas.

Click the cross at the right of a row to remove the action.

Import

Click the button to replace your visual process with one from an existing JSON file.

Export

Click the button to save your visual process into a JSON file.

Undo

Click the button to undo your previous change.

Redo

Click the button to restore a change you previously undid.

 

Fields

The following fields are present on this tab :

Block number 1

  • Module (field MODULE)

Select a module for the setup.

Use this field to specify if the screen has to be created in the folder database. This is the case when the module linked to the screen is active on the folder.

Block number 2

  • field APROC

Visual editor for processes.

Refer to the online help on the Drawing section for more information on this editor.

 

Design and use tips

  • Group the objects to be moved together in order to maintain the page layout.
  • A text area, for example Follow the guide, can be used to briefly describe the process and related functions.

Specific actions

Click this action to import a process.

Click this action to save the changes applied to a process.

Click this action to copy the process from your folder to another folder.

Actions menu

Documentation / Paragraphs

This menu item allows access to the documentation management on the first paragraph of the documentation (if there is one) associated with the current record.

Documentation / Links

This menu item allows access to link management. It is used to define the links between the current record and other records (for example, the links between functions and parameters). These links are specific to the documentation and are used to load the generation of documentation structures.

Documentation / Generation

This menu item launches a documentation generation. You can also launch it from the Generation button at the bottom of the screen.

You can launch three types of generation one by one or simultaneously

  • The generation of the documentation structure from the dictionary (ADOCUMENT, ADOCBLB, and ADOCCLB tables)
  • The generation of the documentation from the previous tables
  • The generation of the field documentation

The range suggested by default takes into account the current record, but you can modify it at launch time.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation