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Knowledge Base

Open Process

Open Process

Releases

1.0 Release

Spring 2018 Release

Release 1.11

Release 1.5

Release 1.6

Release 1.7

Release 1.8

Release 1.9

Release 1.10

Release 2.0

Release 2.1

Release 2.2

Release 2.3

2.3.P7 - Assign to Me Action

Release 2.4

Release 2.5 - ( Includes Process Cleardown Facility, Searching for Abandoned Processes and eMail Changes

Release 2.6 (b4) Ability to Hide Process Types

Release 2.2.7 (Beta)

OpenProcess Flex - Service Pack 2.1

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Videos

Setting up a process

Adding mandatory fields to a process step

Overview of a process branch

How to add a branch to a process

Driving a process branch with eDesigner form data

Assigning the user last active on a process

Adding a nested branch within a process

Adding email actions to a process step

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General

Introduction to Open Process

OpenProcess - Creating Document Types

Accessing process that are not assigned to you

Open Process Reporting

Open Process - Known Issues

OpenProcess Enhancement Requests

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Users and Groups

OpenProcess - Creating Users

Creating / modifying users

How do I add users in OpenProcess?

Groups

How do I create groups / set up groups permissions?

OpenProcess - Creating Groups

What do the permissions in OpenProcess Groups control?

How can you set up groups of users with different permissions?

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Processes

How do I create / edit processes?

How do I add a step that automatically completes?

How do I edit process steps and what happens on them?

What are the different options to allocate work?

Documents (EDMS)

Document Templates

How do I add / edit document templates?

How do I add / edit document types?

How do I change Document Template Headers / Footers?

How do I group processes / document types and templates by Service Area?

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Integration (API's)

Which APIs are available in OpenProcess?

How do I trigger a RESTful API when a process starts?

Worked example of using REST API step and OpenProcess APIs

How can I assign set it up so an individual assigns work out?

Flex

OpenProcess Flex

OpenProcess Flex Functional Description Sheet

OpenProcess - Data Export