Help files

General

The first tab in the Processes Properties is the "General" tab.

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1. Description: Enter a description and your notes, which will be mostly used for documentation purposes. If you need to remember something about the Process, or tell someone else about it, write it here.

2. Automatic Logging: If this option is checked the Logs/Audit will contain all the info for every step/action executed in the Process.

3. Use a Secure Screen: If you check this option, the screen will turn blue upon running the Process and no one will be able to see what the Process does. The only visible window will be the Notification Window.

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4. Max allowed running time: A maximum running time (in minutes) can be set in this option, in order to stop the Process after that time has passed. This helps you stop Processes that you are certain they should not run after a predefined period of time.

5. Encrypted & Password protected: You have the option to set a password for a Process. If you do so, you will be able to Run the Process normally, however for editing the Process you will need to enter the password.

To remove the password from a Process, you should again navigate to its properties and uncheck the "Encrypted & Password Protected" option, at which point you will be prompted to enter the password again to complete the procedure.

<emphasis role="bold">ATTENTION:</emphasis> The password will not be stored and it cannot be retrieved, therefore, DO remember it, otherwise you will not be able to edit the Process in the future.

PasswordRobot.png

6. Add External ID: You may optionally set an External ID to a Process by checking the relevant box and entering the ID in the corresponding field. This ID may be used for reporting purposes, and can be found in a separate column in the Logs tab.