Overview of System Processes

Every task available from the user menu is a configurable system process that is made up of a sequence of individual isolated steps that are designed to be executed in a predefined order. A typical process is comprised of steps that run on the server to extract information from the database, and then pass that data back to the browser for display.

In a more complex example, a single process can be comprised of steps that prompt user for input, update the database with the data provided, retrieve documents based on user criteria, and display results in a form of a table or a chart.

Process Types

System processes can be classified into four basic categories. Charts, tables, and forms are all sub-types of a process, and at the fundamental level are composed of an ordered sequence of steps.

Process TypeAdministered bySystem TaskTechnical Expertise
Report ChartReport Admin, Process AdminReport and Chart EditorLow
Report TableReport Admin, Process AdminReport and Chart EditorLow
User FormForm Admin, Process AdminCreate or Edit FormNone
Custom ProcessProcess AdminCreate or Edit ProcessMedium

Development of custom business processes can happen in stages. For example when creating a new chart, report administrator will supply the minimum set of parameters required to make this chart functional. After the chart is generated, process administrator can enhance this chart with a more advanced set of parameters that require greater technical understanding.

Advanced Step Parameters

Process Administrator is able to specify the following configuration options for any step in a process. The list is partial and highlights only the most common options.

System Variables

Understanding client side and server side variables is critical for developing advanced custom processes. Each input field gets an assigned element ID that will store the value of that input and can also be referenced in the same process at a later time. For example, the step that submits a form will reference all the input field variable names in order to pass that information to the server for storage.

Variables are also used on the server side in order to store output from data transformation steps. We will typically provide a variable name to the document insert or update operation in order to pass that result to the browser for further analysis.

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