📄️ Intro
In this quick start, you will learn how to digitise your first process and make it available.
📄️ Create business unit
If a business unit already exists in your environment, you can skip this step.
📄️ Create process
To start working on the investment request process, you must first navigate to the process list.
📄️ Create form
In the first form of the investment application, the users will specify the details of the investment.
📄️ Define process flow
Once you have created the form for the investment application, we can now define the process flow. To do this, switch from the Form Designer back to the Process Designer.
📄️ Test process
You can test a process at any time. This can be helpful to quickly check whether the process definition is correct and runs the way you want it to.
📄️ Expand process
Now that you have learned the basics of forms and actions in the last steps, we will expand on the process in this step.
📄️ Permission assignment
By default, only the person who starts a process has access to the running process at the beginning. This ensures that people who are not involved in a process do not have access to information that is not intended for this group of people or does not represent any added value for them.
📄️ Publish process
A process that you create is not visible to users who do not have the necessary rights to design processes. After you have created and tested a process, you must first publish it.
📄️ Create dashboard
Dashboards in linqi represent the start pages that users see when opening the application or under the following navigation point:
📄️ Process optimizations
Even if the process is now basically complete, there are still many ways to expand it.
📄️ Process execution
Now all members of your business unit can open the dashboard and start the process from there. The tables you have defined allow the users to reopen the running processes and always see the latest status. Of course, the various people only see the processes to which they have access.