The Application Configuration is the place where you can change settings and activate functions that can be necessary for your application to work as intended.
You can enable the external start function
Set up redaction of completed instances
And turn on features like enable form to PDF conversion
You must have Full Control of a process application in order to see the settings shown in this article. Read more about Process permissions here.
TABLE OF CONTENTS
- Application configuration
- The Forms tab
- The Permission tab
- External User tab
- Redaction tab
- The Advanced tab
- Common tasks
How to access Application configuration
Under the main menu, select Process Applications.
Once in the Process application list, select the application you would like to configure.
Select Application configuration.
Now you are in the Application configuration window,
Here you can configure the following information and settings. These settings do not automatically save, so remember to use the save button in the top left corner to save any changes you want to keep.
This is where you can edit the name of the application.
Here you can edit the description that is displayed in the application overview.
This setting affects the deadlines of tasks. If you have a task with a deadline set to days or weeks, the application will set the deadline based on that timezone.
This setting controls the languages of the instances in the application.
The Forms tab
All forms that are associated with the application will be accessible here for editing. For example, if you want to update your application and create a new form with the same name as the old form, it is best practice to rename the old form so it is easy to distinguish it from the new one.
The Permission tab
Application permissions have moved from this tab, to change permissions, go to Process Studio.
External User tab
This allows you to set the redaction function, which will let you automatically remove instances or data from forms on a regular basis.
The Advanced tab
Under this tab, you can enable different advanced functions in the application.
Configure the Complete task button in the task view
This feature allows you to change what the Complete task button says. Type what you want to appear on the button in the Set custom name box.
Disable confirmation dialog when completing a task
This setting is always on by default. If this box is not checked, users will have to double confirm when completing a task.
Enable form to PDF conversion
Check this box if you want users to be able to download this process as a pdf from the task view.
This will make it possible to download forms within the application as PDFs.
Out of office
Check this box to enable users within this application to use the out of office feature. Read more about this feature here.
Always notify participants of new comments
Selecting this option means all users who have participated in the comment thread will receive a notification when a new comment is posted. Read more about how Task comments function here.
Here you have the option to enter an email address where all error messages will be sent. The email provided should be a functional inbox as this feature is a bit sensitive. That way, a user can monitor error messages that are actually important and filter out warnings that are not error messages as there may not be a legitimate problem with every error message generated. You should have a user responsible for making sure relevant errors are checked and fixed.
Create a reference number for sub instances
This option allows you to create a reference number for sub instances. This means they will not inherit their reference number from the main instance.
Add a reference number
Use the drop down to select a number series if you want instances to have a specific reference number. This is for main instances, not sub instances. You can only assign a reference number to one application. Reference numbers can only be configured by our support team, you can reach out to them at email@example.com.
Choosing the box here will allow users to choose a group as a performer or a user, if you do not check the box, only a user can be assigned as a performer. We recommend setting up permissions in groups, so we recommend selecting this box if you have your users organized by group.
All space users
Selecting this setting means any user in the space could be assigned a task even if they are not in the group that is typically assigned to the task. Selecting this will also allow users to tag any user in the space in a comment.
Enable “Stay on the page…”
If you choose to enable this feature, users who start a new instance will be given an option to select to stay on the page they are on and create a new instance. This is helpful if you want to reuse information to create multiple instances at one time.
This is how it will appear when enabled.
If you check the box Stay on the page and create a new one and then select Start, the information on the current page will stay the same, but a small notification will appear to confirm that a new instance was created.
On the right side of the Application Configuration, you will find the common task section.
There you can start new instances, and stop the application (Users can not start new instances).
You will also find the Participant configuration where you can add users or groups to the roles in the application. This is where you can configure the task view in the application.