Group stages

Group stages

A complex business process can consist of several stages. If there are a lot of them, group the stages into sections — for example, if several employees approve the document sequentially.

The interface may vary for some sections.

New interface
Old interface
  1. Go to the section where you want to configure the operation and click .
  2. Create a new operation or open a ready-made one for editing.
  3. Add a folder — go to the «Processing» section, click , select «Folder» and enter a name.
  4. Move the stages to the folder — hover over the stage, click and select «Move».
  5. Select the folder.

To add a new stage to a section, hover over the folder name and click «+ Stage».

  1. Go to the section where you want to configure the operation and click .
  2. Open the operation and click «Change».
  3. Add a section — in the operations window, click and enter the name.
  4. Move the stages to the section — hover over the stage and click .
  5. Click «Root» and select the folder.

To add a new stage to a section, hover over the folder name and click «+ Stage».

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