|
The system allows processes to be imported from files saved in a directory in the user's machine. It is possible to import processes through the "File  Process" menu and through the "Process revision" task, which will only allow importing if the selected process (under revision) does not have recorded items, that is, the process flowchart must be empty. See how to import processes exported by SE Suite:
▪It is recommended that, before you import the process, you import the attributes, sub-processes, data sources and forms that are configured in the process to be imported. ▪This resource imports the process structure, formulas associated with gateways, system activity data source configurations and automation configuration. |
Click on the More Import process button, located on the toolbar on the process creation main screen. At this point, the process import Wizard screen will be displayed. Click on the Start button to continue the import:
In the General data step, select the File that will be imported (file with .seprocess extension), by selecting one of the following import options:
▪Creating a new process: Check this option to create a process with the file that will be imported. To do so, enter the ID # and the Name of this new process. ▪Use the existing process: Check this option to import the process to a process previously saved in the system. That is, if there is an empty process in the system (without a modeled flowchart) and this option is used, the activities, decisions and all items that are in the file to be imported, will be added to that process.
▪These options may be disabled if the process is being imported through the Process revision task, as this import is performed to an existing process (that is under revision). ▪In this step, the system verifies if the identification of the process is being used by some process already recorded in the system. If the ID # is already being used, the system will display a message to inform that the ID # already exists. |
|
In the Comments step, a summary of the data that has not been exported to the file selected in the previous step will be displayed. This information will therefore not be imported into the process.
|
In the Classification step, the system compares the types (process, activity, and decision) of the file being imported with the types that are recorded in the system. If the system does not locate any type that has the same ID #, the file types will be created in the system. If desired, it is possible to select other types in the respective fields of the To column:
During the import, the system compares the ID #s of the process, activity and decision types, aiming to reuse these records if they have been previously imported; if they are not found, the types will be created. Thus, the user who is performing the import must have permission to create new process/activity/decision types, as well as permission to add records to the process/activity/decision types found in the comparison; otherwise, the user must select the types they have permission to add.
|
|
On the Process step, the system will list, if any, the sub-processes of the process being imported. It is recommended, first, to import the sub-processes so that they can be selected in this step. However, if the sub-process has not been imported (before the upper level process), then the sub-process will be created as an empty process, becoming necessary to later import the sub-process with the "Use existing process" option:
|
On the Details step, the other process data to be imported are verified. All the objects that will be imported are displayed on the screen, but the user can select objects previously saved in the system instead of importing new records:
|
The Result step will display the result of the import, that is, if no error has occurred, a message will be displayed that the import was successfully performed; otherwise, a message will be displayed stating the error that occurred during import. This procedure may take some minutes depending on the amount of information to be imported!
Click on the "View flowchart" button to have the system present the flowchart of the process that was imported, or click on the "Close" button to close the import screen.
|
|
|
