For more detailed Manuals, see How To Use Questetra BPMS
After registering for a Free account, you will receive a completion email from Questetra, which will contain a URL to access the system. To log in, enter your email address and Password (also given in the email).
If you are not in SaaS environment, please apply Free account first.
2. Creating a Workflow
2-1. Name the Workflow
Let’s create a Workflow named ‘Hello World!’
- Click on the user name on the top right corner and choose [Process model Setting].
Process model List
- Click on the [New Model] button.New Model
- Enter the Workflow name (Hello World!) in the [Process Model Name] box.
- Click on the [Add new process model] button.Process Modeler (Process Model Editing Tool)
2-2. Design Working Process
Place the items and connect them to fit the work process. Let’s place two tasks (rectangle with rounded corners) side by side, other than Start and end items as seen in the figure.
- Click on the ‘red circle’ item (third from the top in the pallet on the left side of the screen), drag and drop it into the rectangle (swimlane) on the right.
- Place two rectangles with rounded corners and a thick border red circle as well.
- To connect the items, you will notice that, for instance, as you move the mouse cursor to the right of the red circle which you placed in step 1, it changes the display of the cursor icon, click on the firs item and then simply drag and drop over the next item on the right.
- Connect all items.
2-3. Setting up Format of Each Business Data
Let’s configure the settings for the business data needed at each task.
- Click on the [Process Data Item] tab at the top right corner to open the [Process Data Item] configuration screen.
- Click on the [+ Add] button to add a process data item.
- Select [Numeric] from the pull-down menu as data type.
- Repeat steps 2 and 3 over to add a [Date] type data item.
2-4. Set up Permissions on Business Data for each Task
Let’s configure tasks, entering and displaying permissions.
- Click [permission] tab to open [Permission] setting screen.
- The settings will change as you click on an item, set up the data as follows:
- For the first task (Task2) – all [Read Write]
- For the second task (Task3) – [Read Only] in [Title] and [data1], [-] in [data2]
2-5. Save & Start!
Let’s save the Workflow and start it.
- Click on the [Save] button to save the Workflow.
- Click on the [Close] button to close the Process Modeler.Version (Developing) Detail
- Click on the [Release Developing Version] button.Process Model is now Released!
3. Flow Task
3-1. Starting A Process Model
Let’s start the Released Process Model.
- Click on the [Workflow] menu button
- Click on the [Start] button menu list on the left
- In the Process Model List, click on the [Start] button of the “Hello World!” process model we just made.Data input screen of first operation (Task2) will be displayed.
- Input any words for the [Title], and any numbers for [data1], and choose a date on the calendar for [data2].
- Click on the [Finish “Task2”] button to finish the task.
3-2. Check Your Task List and Operate
Let’s do your Task from [My Tasks].
- Click on [My Tasks] on the left menu.List of tasks for you will be displayed.
- Click on the [Operate] button in the Process model “Hello World”Screen of the second Task (Task3) will be displayed.
- CCheck the displayed items.[Data2] will not be displayed because the permission is set [-] (not display)
- Click on the [Finish “Task3”] button to close the Task.