Process Tree button of the View ribbon tab.To execute data entry or approval, use the Processes panel and the Processes tab.
To display the panel and the tab, click the Process Tree button of the View ribbon tab.
The Processes panel contains the tree of processeslinked to data entry form:
The process tree displays steps of running processes that are available for use in the specified data entry form. If the form is not connected to process, the panel is empty. The selection in table area must include selection in process step to display the step.
To close the panel, release the Process Tree button or click the 
button on the process panel.
Depending on the process settings, the following steps can be executed:
To set up and execute the step, select it on the Processes panel. When the step is selected, the table area that is linked to the step opens; if data source is on another sheet, the table area that is linked to the step opens on this sheet. When several steps are selected, there is no navigation.
To determine settings of process steps execution, use the Processes tab. The setup is available only in the desktop application.
Available operations:
Refresh Process Tree. If settings of running processes were changed, one more process available for this user in this form is started or steps available to other users are executed, refresh the process tree. To do it, click the 
Refresh Process Tree button.
Select Several Steps. To enter or approve data simultaneously for several steps, select them in the process tree. To do this:
Click the 
Multiple Selection button.
Select steps. The selected steps can be of various types.
If several steps were selected and then the Multiple Selection button was released, the first selected step remains selected.
Set Up Range Highlighting. To set up highlighting of the range available for edit at this step, click the 
Highlighting button. On multiple selection of steps, highlighted ranges are merged. While holding down the button, select step or steps on the process panel, the range available for editing will be highlighted on the data entry form, data unavailable for edit will be blocked. The button is pressed by default.
Display Process Active Steps. To display only active steps of running processes available for the user in this data entry form, click the 
Only Active Steps button. On releasing the button, all steps of running processes available for the user in this form will be displayed. The button is pressed by default.
Apply Step Selection. To apply step selection defined on creating a step in process, click the 
Apply Step Selection button. The selection will be rebuilt according to step settings. The button becomes active if one step is selected.
Finish or Reject Step. The step finish and reject buttons become active if at least one step was selected. Depending on the process step, the step finish button changes name: for active step of the Data Entry process the 
button name is Finish, for the Approval step is Approve. On multiple selection of steps of various types, the button name is selected depending on the first selected step type. The reject button name remains the same: 
Reject.
Enter data or edit it in the available range.
Save data by clicking the 
Save Changes button on the Home ribbon tab.
Click the Finish button to finish the step and go to the next step.
If the Finish button is clicked without saving data, the user will be prompted to save it before finish the step:
Check if entered data is correct at the Approval step and click the Approve button if data is correct; otherwise click the Reject button. Table area at this process step is not refreshed, access permissions are refreshed only for the current step selection.
When the Finish/Approve button is clicked, the finished step disappears from the processes tree, if only active steps are displayed. If all steps of available processes are displayed, the step becomes inactive and the icon defining step type changes color depending on step status.
The Reject button is used to go to the previous process step.
If the step(s) was(were) executed and there are no active steps in the process tree available for the user in this form, the step finish and reject buttons are not available.
When the approval is finished, follow the step, if required:
See also: