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      Process Configuration - Selection Stage and Form

      In the following article, we will find an explanation of the first two stages of configuring a new or existing process.

      Introduction

      As mentioned above, in this article, we'll explain the first two steps of setting up a process. There's no difference between creating a new process or editing an existing one; in both cases, we'll encounter four steps. Each one has a specific purpose. For now, we'll cover the first, "Process Selection", and the second, "Form."

      Process Selection

      This is understood as the first step in configuring a process. We'll find a screen where we'll need to set the most basic settings for our process using the following fields.

      • Name (Required):
        • Field Type: Alphanumeric
      • Departments (Optional):
        If required, the process can be assigned to a specific department (created in the business configuration).
        • Field Type: DropDown
      • Process Type (Required):
        In this section, you will choose the type of process you want to run. For now, it doesn't matter which one you choose; all function as "Custom."

      Form

      The second stage is "Form," where, as the name suggests, we configure the form that people who run the process will see. Divided into two parts, the form configuration is organized at the top with the basic form settings. Below that are the settings for "Stages," "Sections," and finally "Fields."


      Configure your form

      The top section contains the title “Configure your Form” and within this section we must complete the following fields:

      • Name (Required):
        • Field Type: Alphanumeric
      • Description (Optional):
        • Field Type: Paragraph
      • Score/Percentage (Optional):
        • Within this field, we'll see the following options regarding the possibility of scoring the form.
          • Without Scoring - There is no scoring.
          • With Scoring (Visible) - You can manually assign values ​​to fields and sections. When running, you will see how they are changed, displayed as numbers.
          • With Scoring (Not Visible) - You can manually assign values ​​to fields and sections. The calculated total will be displayed as a numerical score at the end of the run.
          • With Percentage (Visible) - You can manually assign values ​​to fields and sections. When running, you will see how they are changed, displayed as percentages.
          • With Percentage (Not Visible) - You can manually assign values ​​to fields and sections. The calculated total will be displayed as a percentage at the end of the run.
      • Reference File (Optional):
        • Field Type: File Upload

      Stages

      The second part of the configuration involves creating the form itself. We'll find two buttons, "+ Add Stage" and "+ Section", to add stages and sections, respectively, without limits. It's understood that a stage contains one or more sections, depending on the complexity of the process. It's also recommended to maintain the rule of one stage per person executing the process.

      Setting up stages and sections

      To create stages and sections, press the "+ Add Stage" and "+ Section" buttons. They will be arranged in a cascading format. You can modify their names and, in the case of sections, choose whether to "Not Applicable." "Not Applicable" is a checkbox that, if activated, will indicate to the staff at runtime when they encounter this section if that section is not applicable to the context in which they are creating the form. It can be checked to avoid being taken into account when finalizing the process.

      Fields

      Within the sections, we'll find the option to create new fields using the "+" icon inside a circle below the newly created section. This adds a new field, which at first glance can be configured with a name and data type, in addition to two actions.

      Field details

      If we expand the field by interacting with the arrow next to the actions, we'll see field options (they appear slightly below the field name). These vary depending on the data type and are:

      • Image
      • Description
      • Not Applicable
      • Enable filtering (Only if the data type is "Options")

      Additional fields

      It gives us the freedom to select whether the field should have a comment or a supporting file. The importance ranges from "No," "Optional," to "Required."

      Validations

      Allows you to assign different methods that confirm or restrict the filling of the field.

      Data type

      Within Terrand, we find a multitude of data types. For a better understanding, we decided to separate them into a separate article. We invite you to review the following article.

      Actions

      • Duplicate (blue squares) - Creates a new field identical to the selected field.
      • Delete (red check mark) - Deletes the field.

      Conclusion

      To conclude this article, we invite you to review the hyperlinks to explore each module and learn more. If you don't find the information you're looking for, please don't hesitate to contact us.