Setup >  Interactive dashboard >  Processes  

Display all Hide all

A process is a chart that you use to:

  • Describe a specific flow involving Sage X3 functions.
  • Provide direct links to access these functions.

You use this function to create your process, using a visual editor.

You must then link your process either to:

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Fields

The following fields are present on this tab :

Code identifying the process.

Legislation code associated with the process.

Language used in the process.
  • Description (field INTIT1)

Use this field to assign a description to each record.

Close

 

Tab Description

Fields

The following fields are present on this tab :

Block number 1

  • Type (field TYPEP)

Type of process:

  • Menu: Specific type of process. It should be assigned to a process browser (process menu). The editor is of no use in this case.
  • Process: Standard type of process described using the editor.

Enter an access code for the selected screen field, if needed.

 

Description

  • field TEXTE

Description of the process in HTML format.

Close

 

Tab Drawing

Presentation

Visual editor for processes

Shapes

Click the action to add a shape to your process.

You can add:

  • A rectangle
  • An ellipse
  • A circle
  • A line

Once a shape has been added to your process, you can change its size using the handles displayed on its borders.

This tool bar is displayed when you select a shape:

From this tool bar, you can:

ActionsImages

Select the filling color of the shape.

Select:

  • The color of the shape borders
  • The border style:
    • No borders
    • All borders
    • Dotted lines
    • Dashed lines
  • The border width.

Pivot the shape by 45 degrees.

Double-click the shape to insert a text. Press Enter to save your text.

Format your text by choosing:

  • Its size:
    • S
    • M
    • L
    • XL
    • XXL
  • Its style:
    • Bold
    • Italic
  • Its alignment:
    • Left
    • Centered
    • Right
    • Up
    • Down
  • Its color.

Add a hyperlink to a shape.

Right-click the shape or click to perform these actions:
  • Cut
  • Copy
  • Paste
  • Delete
  • Bring to front
  • Send to back, etc.

Icons

Click the to display the list of available icons. Once an icon has been added to your process, you can change its size.

Close

 

Fields

The following fields are present on this tab :

Block number 1

  • Module (field MODULE)

Select a module for the setup.

Use this field to specify if the screen has to be created in the folder database. This is the case when the module linked to the screen is active on the folder.

Block number 2

  • field APROC

Visual editor for processes.

Refer to the online help on the Drawing section for more information on this editor.

Close

 

Design and use tips

  • When entering descriptions, you must start typing in the middle of the text, not from the first character, in order to maintain the formatting.
  • Group the objects to be moved together in order to maintain the page layout.
  • A text area, for example Follow the guide, can be used to briefly describe the process and related functions.

Remarks

You can create additional picture libraries on the application server to access custom pictures such as logos, photos, or charts. This is described in this technical appendix documentation.

Specific actions

Click this action to import a process.

Click this action to save the changes applied to a process.

Click this action to copy the process from your folder to another folder.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation