Enabling process automation
 |
 |
 |
 |
This article is valid for the new Process (PM063) unified menu in system version 3.0:
- Access the release notes for further details about the significant changes in the unification of the menu.
- Click here to access the valid documentation for the former creation menu.
Prerequisites
- Access to the Process (PM063) menu.
- A process with its initial configurations performed.
Introduction
Enabling process automation allows it to be executed on other components.
This feature is enabled and configured in the Automation section of the process creation screen (PM063) in edit mode, as shown in the image below.
See how to configure the feature on this screen:
Enabling process automation
1. Access the Process (PM063) menu, right-click on the process in which you want to enable automation, and select the Open data option.
2. In the NAVIGATION panel, select the Automation option and check the Enable automation option.
3. Then, select the component, the object, and the operation that will be performed through the process. To learn about what each option means, refer to the table below:
| Component | Object | Operation | Description |
| APQP/PPAP | APQP/PPAP | Revision | Allows selecting the process as a revision method in an APQP/PPAP type. |
| Asset | Asset | Revision | Allows selecting the process as a revision method in an asset type. |
| Knowledge base | Article | Revision | Allows selecting the process as a revision method in a knowledge base. |
| Performance | Scorecard | Revision | Allows selecting the process as a revision method in a scorecard type. |
| Document | Document | Revision | Allows selecting the process as a revision method for documents in a category. |
| Document | Document | Approval | Allows selecting the process as an indexing approval method for documents in a category. |
| Document | Capture batch | Verification | Allows selecting the process as a verification method for document capture batches in the capture configuration data (SoftExpert Capture). |
| FMEA | FMEA | Revision | Allows selecting the process as a revision method in an FMEA type. |
| Form | Form | Revision | Allows selecting the process as a revision method in a form table. |
| Supply | Supply | Revision | Allows selecting the process as a revision method in a supply type. |
| PDM | Item | Revision | Allows selecting the process as a revision method in an item type. |
| Process | Process | Revision | Allows selecting the process as a revision method in a process type. |
| Survey | Survey | Revision | Allows selecting the process as a revision method in a survey type. |
| Requirement | Requirement | Revision | Allows selecting the process as a requirement revision method in a requirement type. |
| Requirement | Requirement mapping | Revision | Allows selecting the process as a mapping revision method in a requirement type. |
| Risk | Plan | Revision | Allows selecting the process as a revision method in a plan type. |
| Training | Course | Revision | Allows selecting the process as a revision method in a course type. |
| Workflow | Workflow | Instance | Allows automating the execution of instances in SoftExpert Workflow. |
| Incident | Life cycle | Allows automating the incident life cycle in SoftExpert Workflow. | |
| Problem | Life cycle | Allows automating the problem life cycle in SoftExpert Workflow. |
4. After filling in the fields, check the desired options to parameterize the automation:
| Disable manual start |
This option is available only for the automation of the Workflow component. Check this option so that the process cannot be started manually, that is, the process can only be started as a sub-process, from another process, or through a schedule. |
| Request countersign when executing an activity |
Check this option for the countersign to be requested when executing the process activities. To this end, the Request countersign when performing task option must also be checked in the Authentication menu of the Configuration component. |
| Restrictions on smartphones |
This option is available only for the automation of the Workflow component. Leave this field blank so that no process activity start or execution restrictions are applied on smartphones. Or select one of the restriction options:
|
| Off-line application start |
Check this option for the process to be available on the SoftExpert Suite mobile application for off-line use. Next, fill in the Start form (Responsive form) field. The responsive form needs to have the Enable form for use in the off-line application configuration enabled. This option can be found on the form data screen in edit mode, through the Edit form button. |
5. After checking the desired parameterizations, save the process. It will become automated.
Conclusion
With the process properly created and its automation configured, the next step is to assemble its flowchart.