Axon Ivy Express

HowTo: Create an Express Workflow

1. Click on Create Express Workflow.

2. The Express Workflow editor is opened.

3. Define the Type of process:
   • Use the option One time if you want to execute the process only once.
   • Use the option Repeatable if you want to save the process for repetitive use. The process will automatically be deployed and added to the Full Process List page.
4. Define your User Interface :
   • With the option Create own you can create your own user dialog for each process step
   • With the option Use default, the user dialogs will automatically be generated by Express.

5. Provide a descriptive name under Process name

6. You may add a description under Process description. We strongly encourage you to use the description to provide details about your process.

7. Click on the link Change beside Icon to select the icon best suited for your process.

   

8. The first process step is already available for configuration.

9. You may add further process steps using the button Add process step

10. You may delete unnecessary process steps using the button Remove process step

11. For each process step,

    1. select the Task Type (see Express Workflow task types).
    2. provide a descriptive name in Task Name
    3. provide an optional description in Task description.

12. For One time process type, the first process step defines the users or roles under Able to start who can start the process

    

13. For all other process steps define the user or roles who are responsible to execute the task in Responsible .

    

14. For each process step except the first define the time before the task expires in Expiry in days

15. End the configuration of each process step by pressing Next

    

    
    

    Express Workflow task types

    Task type	Description
    User Task	For this task the user can define a UI
    User Task with Email	In addition to the normal User Task, the user can send an Email directly from the Portal, without the need to change to another system
    Information Email	This email can be defined by the creator of the Express Workflow and will be sent automatically without user action
    Approval	This task type creates a approval task

    
    

16. Depending on the task type of the first process step, a different editor is opened. For both user task and task with email, the dialog editor is opened.

17. For each data item you need in your process, select an input element

18. Provide a descriptive name for the input in Label

19. Select the input type in Input type

20. Select if the input of this data item is required or not

21. Use the button Create to create the input element

22. The created element appears in the list Available form elements

23. To delete input elements you don’t need, click its button.

24. Drag and Drop the input elements into one of the areas of the dialog editor

25. To remove an input element from the dialog, use the Delete button

26. To preview your dialog, press the Preview button

27. To define an additional process step, click the button Next

    

    
    

    Hint

    The results of all previous tasks are included in follow-on tasks in a read-only view, so that the user sees the whole history.

    Express Workflow input elements

    Input element	Description and options
    Input field	Input field for text, numbers or dates: - Text field - Number field - Date picker
    Input area	Text input field between 1 and 10
    	rows
    Checkbox	List of elements which allows the
    	user a multiple selection
    Radio button	List of elements which allows the
    	user a single selection
    File Upload	Provides a file upload dialog to the user. You may define: - Allowed file types - Number of allowed attachments

    
    

28. For process steps with the task type user task with email information email, the email editor is opened.

29. Specify the addresses of the email recipients. Separate them by commas.

30. The response email email address is optional.

31. Specify the subject of the email.

32. Specify the email text.

33. Optionally, include attachments.

34. Use the button Next to define the next process step

Define an Information Email

For the information email, you see an email client UI where you can add information related to the process. You need to define a comma-separated list of addresses. Optionally, you can define a response to address.

Express Business Summary

After you have completed an Express workflow, you can check its summary data by accessing its Business Details page.

HowTo: Show Business Summary

1. Go to the Case List page and open the link Actions , Business details.

   

2. Then the Express form is shown in read-only mode.

   

   Note

   If your process is running, you will only see the data of the current Express task on the Summary page

Express Management

With Express Management, an administrator can import/export Express workflows in JSON format. You find this feature in the Admin Settings.

HowTo: Export an Express Process

Select the workflows you want to export in Express workflows table. The selected workflows will be exported to a JSON file.

1. You can select multiple workflows by clicking the checkbox ALL.
2. After you selected some workflows, click the Export Express button.

The Export dialog will display and show the workflows selected for export.

Review your selection, then press the Download button to download the selected workflows.

HowTo: Import an Express Process

The Import Express Process function allows the Administrator to import Express processes into the Portal from a backup file.

Press the Import Express button, Import Express dialog will display. Once the Import Express dialog is open, press the Select button and choose the Express JSON file that contains the workflows you want to import.

Then, press the Deploy button and wait for the deployment process.

After the deployment process is completed, an output log panel will be displayed. You can see all the information collected during the deployment process.

Now, if the deployment process is successful, your workflows are imported and an administrator can check and/or edit them before they are ready to use.

Ad Hoc Process

Express also provides an ad hoc process feature. Once Express is deployed, you can start an ad hoc process from any task. Ad hoc processes allow you to define more process steps and will be executed before the current task.

Start an ad hoc process by clicking on the menu icon at the top right in your task, then click on Start Adhoc

Then, define your ad hoc process.

After starting the process, ad hoc tasks will be executed before your current task.

Finish all created ad hoc tasks to return to the original task

When you start your original task, you will see a summary of the ad hoc process in your task.

You can view the history again by clicking the menu icon, then click on Adhoc history.