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The Task List is the central hub of the Web Interface. It lists all of the active tasks that are available for the current user. Each task contains summary information that includes the name of the process, its current assignment, its due date, the... Read More

The login page is the initial page a user will see. This page allows a user to log into one or more Quik Flow Servers. The user will also need to supply their name and password. Company ID Your assigned Company ID #. On self-hosted installations,... Read More

Security Considerations Some installations may be configured such that only a system administrator can perform user and group maintenance tasks. In other installations, managers and department administrators may be able to share in these types of... Read More

The Web Interface contains the main user interface for users participating in automated business processes. The web interface is made up of core web pages, user preferences, and administration web pages. Of the core pages, users will spend most of... Read More

Subject The task subject is used to differentiate the task from others in the task list. The subject can be made from text and data from the task. The subject is displayed in both the Task List and Task Detail pages in the Web Interface. To include... Read More

A feature of the Quik Flow Server allows for two servers to be linked to one another in a development-production relationship. The development server contains working, or development, copies of processes and process data. This server is used to test... Read More

Starting Actions Each process needs at least one method of starting, or initiating itself. There are five ways to initiate a process. 1) A Manual Start allows a user to initiate a process from the Web Interface. 2) Scheduled Starts initiate a new... Read More

To bring up the Process Properties dialog, right-click on any blank or empty area in the process design window and select Properties. Optionally, you can select Properties from the File menu. The Process Property dialog will then appear (see below). ... Read More

Validation Validation involves a careful check to ensure the process will operate on a server. Various items are checked during validation including process flow requirements, data element formatting, and proper expression syntax. Processes are... Read More

Choosing an Appropriate Calendar By default the company standard calendar is used for calculation of a duration or delay. In some circumstances you may wish to change the calendar on which the calculation is based. Select the appropriate calendar... Read More