Executing Process Steps in Manual Mode

Web application Desktop application

execute one of the operations:

Click the Open Linked Object button on the ribbon.
Double-click the selected step.

In the dialog box that opens and that depends on the type of the selected step, execute the required operations:

In data entry form – enter data.
In the data entry form for approval step – approve data.
In calculation algorithm – execute calculation is used.

execute one of the operations:

Click the Open Linked Object button in the Step group of the Process ribbon tab.
Select the Open Linked Object item in the step's context menu in the working area or in the process tree.
Double-click the selected step.

In the dialog box that opens and that depends on the type of the selected step, execute the required operations:

In data entry form – enter data.
In the data entry form for approval step – approve data.
In calculation algorithm – execute calculation.
In the information about manual action step – get familiar with step description and, if the required action was executed, finish the step from the information dialog box by clicking the Finish Step button.

The step finish confirmation dialog box opens, in which, if required, enter comment in the Comment box.

Web applicationDesktop application

If the Subprocess Call step is executed in the manual mode, the Start Subprocesses dialog box opens to start subprocesses after the step is finished.

In the web application one can finish or reject a process step from the linked object, which uses data entry form. When finishing or rejecting the step, the following steps are finished in the data entry form: active steps that use this data entry form and the steps, for which the user is set as an owner, and which use this data entry form.

After the step is finished, it is available to reject the next step and come back to the previous step. If the step was rejected, to finish the rejected step, repeat the finishing of the previous step. In the desktop application, when all steps are executed, the process instance will be deleted from the process tree.