Importing a process from SoftExpert Suite
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.
Prerequisite
- Access to the Process (PM063) menu.
Introduction
In the Process (PM063) menu, it is possible to import processes from files saved in a computer directory.
This feature allows reusing processes between different bases. To this end, processes must be modeled and exported to later be imported into another base.
See how to export and import processes:
Exporting a process
1. Access the Process (PM063) menu.
2. Locate the process you wish to export and right-click on it.
3. Select the Export option.
Importing a process from SoftExpert Suite
The import can be used to create a process, in which case the system will create a new revision for the record, or to update an existing process.
If the import is used to update an existing process, it will not be possible to complete it if the process is under revision. Release the record before continuing with the import.
1. To import a process from SoftExpert Suite, access the Process (PM063) menu.
2. Click on the Create button, hover the mouse over the Import option, and click on Create again.
3. Select Process and click on the Continue button.
4. Drag the file with the .procx extension to the specified location, or click on the select option to search for the file on your computer.
5. Click on the Import button.
6. Next, click on the Finish button.
The system allows changing the identification of a responsive form and the linked tables during the process import.
This feature offers greater flexibility, allowing the imported process to be adapted to different contexts, without constraints as to original configurations.
To use this feature, at the time of import, the Edit table and Edit form options must be enabled.
After moving on with the import, it is necessary to enable the Edit data field. Then, simply add the new data that will be used.
Enable the Create released revision option so that the process is imported with a new revision already released. This feature is useful when you want to import processes that have already been previously validated in another environment.
Conclusion
Once all steps are finished, the SoftExpert Suite process import will be done.