Process

A process allows you to trigger workflows defined in Business Portals, such as an order process.
Processes are started via the Action Type Process and can perform different steps and actions depending on the current status. In this section, you will learn how to set up an Action Type Process, define the necessary Process Statuses, and then assign them to a Process.

Setting Up Action-Type Process

Follow these steps to configure an Action Type of type Process:

1. Log in as a Business Portals Administrator in the Role Center.
2. Open the Dataset section via the Portal Setup menu. Alternatively, you can also access the Business Portals dataset through the global search.
3. An overview of all available datasets will be displayed.
4. Select the Dataset Table Code for which you want to set up an Action Type of type Process.
5. Click on Action.
6. Assign a unique name for the Action-Type Process.
7. In the Type field, select the type Process.
8. Navigate to the Process Code field in the table and select the desired process. If no process exists yet, set it up first using the sections Setting Up Process Status and Setting Up Processes and Assigning Status.
9. By selecting the Size (small or large), you determine whether the action button is displayed small or large.

Setting Up Process Status

A process consists of several statuses that represent the current state of a process. Therefore, the corresponding Process Statuses must first be defined before a process can be used.

Follow these steps to set up statuses for processes:

1. Log in as a Business Portals Administrator in the Role Center.
2. Open the Status section via Portal Setup.
3. Click on an empty row to create a new status.
4. Assign a unique code to uniquely identify the status.
5. Provide a description to clearly define the purpose of the status.
6. Choose an appropriate label, for example:
7. Code: S_PROGRESS
8. Label: In Progress
9. Description: Assigns the status "In Progress"
10. Optionally, you can assign a Codeunit to this status to automatically perform an action when the status is reached (e.g., creating an order). To do this, select the Codeunit 5138156 and the parameter MakeOrderFromItem in the ID column.
11. If no Codeunit is to be used, assign the status to the appropriate process status by activating the corresponding checkbox.

Once all required statuses have been set up, they can be assigned to a process.

Setting Up Processes and Assigning Status

A process encompasses several statuses and defines the logical flow within the system.

Follow these steps to create a process and assign statuses:

1. Log in as a Business Portals Administrator in the Role Center.
2. Open the Processes section via Portal Setup.
3. Assign a unique code that describes what the process is used for.
4. Provide a description to name the process clearly and distinguish it from other processes.
5. Click on Status in the menu bar.
6. Click on a free row and select the desired statuses from the dropdown menu.
7. Set an appropriate label for each status.
8. In the Steps section, define whether a status represents a single step within the process.
9. Close the page once the process is fully set up.

After the process has been set up, it can be assigned to the Action Type of type Process.