This article contains common Process Automation terms and concepts. Here you will find brief definitions and links to articles where you can learn more.
TABLE OF CONTENTS
- Application Admin
- Contract Owner
- Contract Admin
- Instance Lists
- Main menu
- Space admin
- Space menu
- Space Groups
- Space owner
- Task Lists
- Value List
A user who has administrator privileges over an application; this user can edit it.
A Business Process Model Notation (BPMN), is a diagram of a business process. It is like a flowchart and uses standardized graphics to represent the participants, choices, and the flow of the process. This is what we create in the modeler. Read more about this here.
The Contract controls what functionality you are allowed to use and how many users you can invite to your organization's spaces in Process Automation.
The contract owner is the individual in charge of maintaining the contract for your organization. If you are a Contract Owner or Contract Administrator, you will find a button called Manage Contract when clicking on your user name in the top right corner of Process Automation. You can read the article on contract management here.
The role of Contract Administrators makes it possible for the Contract Owner to delegate the administration of spaces and users within a contract. When a user is granted Admin permissions, they can help manage the contract
by administering licenses and user accounts on behalf of the Contract Owner. You can read more about managing contract administrators here.
Instance lists can be found in the List view. They are used to monitor or give a broader perspective of all instances on an application. The instance list can also be used to generate reports. Read more about lists in Introduction to Lists.
The main menu is accessed at the top of the page. The items in the main menu depends on your permissions. This menu will help you navigate through a single Space. To change Spaces, use the Space menu.
A Space is your tool to create order among all your models, apps, and activities. You can create as many different spaces as you want, and in them, you can create models and apps and work with your tasks and activities.
All spaces are separated from each other so that you only see and work with the relevant processes that exist in the space. This allows you to divide your work into logical compartments so you can organize your processes more effectively. Create spaces for specific processes, projects, business areas, and test spaces.
Spaces are a great feature where you can invite users, create groups, and administer users and rights. Read more about Spaces here.
Space Administrators administer applications, value lists, groups, and lists on behalf of the Space Owner.
The space menu is located in the top right corner next to your name, it lets you navigate between the spaces you belong to.
These are groups that exist within a single space. Read more about groups here.
The user who owns a space. If you are a Space owner, you can read more about Space settings here.
A user with special privileges that are needed to administer and maintain the system; a system administrator.
This type of list is also found in the List view. These are used to display and list tasks in the application. They can be configured to show “My tasks” or “All tasks” and can also be grouped by instance. Learn how to build your first list here.
A value list is used within a form to create a dropdown menu. Learn more about Value lists here.