Executing Process Steps in Manual Mode

Manual execution mode is available for the steps:

To execute process steps in manual mode:

Open process monitoring after starting process.
Select the instance with required set of parameters in the process tree.
Select the process, subprocess or process stage element in the working area.
Open the linked object:

In the web application:

Click the Open linked object button on the ribbon.
Double-click the selected step.

In the desktop application:

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. It is available only in the desktop application.
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.

NOTE. It is available only in the desktop application

Finish the step:

In the web application click the Finish button on the ribbon.
In the desktop application:

Click the Finish button in the Step group on the Process ribbon tab.
Select the Finish item in the step's context menu in the working area or in the process tree. The item is available only in the desktop application.

If the Subprocess Call step with the selected Group Call parameter is executed manually, then after the step is finished, the Start Subprocesses dialog box opens to start subprocesses. It is available only in the desktop application.

NOTE. The linked object enables the user to finish the step, in which data entry form is used.

If required, enter comments in the Comment box.

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. After all steps are executed, the process instance will be deleted from the process tree.