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1. Click on the button 'Automate' in the Side-menu and select the menu item 'Start processes'. All available process definitions are displayed in the content area.

   

   If a process definition is not available in this list, the specific user does not have the right to start an instance for the given process definition. Please ask the contact person.
   Alternatively, a new process instance can be started based on an existing one. Therefore, select an existing process instance from the process instance list in the menu item 'My process instances'. Open the tab 'Properties' and click on the button 'Use as template'. In this context, please forward it with step 3.

   

2. Click on the corresponding process name for starting a new instance.

   

3. The view is divided into two areas. On the left side, the currently selected process definition is highlighted in grey. The Smartform tab opens automatically. Fill in all relevant data or select a template from the Template tab for prefilling. An instance can be started by clicking on the button 'Start process' in the tab 'Properties' or 'Smartform'.

   

4. Optional, the process instance can be enriched with individual properties. Therefore switch to the tab properties, where a user-defined name for the instance and description can be inserted. Process relevant documents can be managed in the corresponding tab (see section 'Documents' for more information).
   An instance can be started by clicking on the button 'Start process' in the tab 'Properties' or 'Smartform'.

   

5. After the successful start of a new process instance, the user is automatically redirected into the view 'Started process instances'.

   

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Manage process instance templates

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1. Click on the button 'Automate' in the Side-menu and select the option 'Start processes'. All available process definitions are displayed in the content area.

   

   If a process definition is not available in this list, the specific user does not have the right to start an instance for the given process definition. Please ask the contact person.

2. Select the corresponding process instance name for creating a new template.

   

3. The view is divided into two areas. On the left side, the currently selected process definition is highlighted in grey. The Smartform tab opens automatically. Fill in all relevant data or use a template from the Template tab for prefilling. 

   

4. Optional, in the tab Properties, the template name, which is also the user-defined name for the instance can be set. Additional a description can be inserted here. Process relevant documents can also be attached in the corresponding tab (see section Documents for more information). After prefilling all relevant data, create a new process instance template by clicking on the button 'Create template'.

   

5. The template is now available in the Template tab. 

   

Create a template from an existing process instance

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1. Click on the button 'Automate' in the Side-menu and select the option 'My process instances'.

   

2. Select an already existing process instance, open the tab 'Properties' and click on the button 'Use as template'.

   

3. The area 'Start processes' will be opened and all the template of the corresponding process is available on the right side. As described in chapter 'Create a template at process instance start' the template can be enriched with various data. For creating the template, click on the button 'Create template'.

   

4. The template is now available in the Template tab. 
   

   

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1. Click on the button 'Automate' in the Side-menu and select the option 'Start processes'.

   

2. Select the corresponding process definition.

3. Open the tab Template. 

4. Select the template, which should be updated.

   

5. The Smartform tab is displayed. Enter the required adjustments. 

6. Save the changes in the template by clicking the button 'Update template'. A short message informs about the successful storage.

   

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Delete a template

If a template is not needed anymore, it can be deleted from the template list in the tab Template. The Tab is only available if a startable process definition is selected.

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1. Click on the button 'Automate' in the Side-menu and select the option 'Start processes'.

   

2. Select the corresponding process definition.

3. Open the tab Template. 

4. Select the template, which should be deleted.

5. Click on the button 'Delete'.

   

6. For deleting, please confirm the dialog via the checkmark.

   

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1. Click on the button 'Automate' in the Side-menu and select the option 'My process instances'.

   

2. Click on the menu item 'Started process instances'.  All started process instances that have been started by the current user are listed. The process instances appear in the list descending on their start date. For more information about how to filter and sort process instance, please regard chapter Filter, sorting and column configuration.