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Reviewing the Sample Project

Reviewing the Sample project: It has been designed to be as simple as possible, while still demonstrating some of the most commonly used—and useful—Process Director features.

The sample project that this document addresses can be found in the folder named "BP Logix Getting Started Sample Project", which is located in the root of your BP Logix Trial installation's Default Partition.

The project has been designed to be as simple as possible, while still demonstrating some of the most commonly used—and useful—Process Director features.

  • Creating eForms
  • Creating Process Timelines
  • Creating business rules
  • Creating arrays (repeating lists)
  • Creating Form calculations and sums
  • Filling a dropdown list from a database
  • Assigning users to a task
  • Conditionally displaying form sections
  • Attaching documents to a form
  • Creating conditional approval tasks
  • Configuring user notifications
  • Searching for objects

These are all tasks that you will need to perform on a regular basis, so the sample project has been designed to help you learn how to use them, and introduce you to how easy it is to do complex things with Process Director.

Process Director uses Process Timelines and Workflows created by users to model a business process. Process Director implements and completes these modeled processes by collecting user-supplied information from electronic forms, or eForms. External documents, such as spreadsheets or word processing documents, can also be attached to the processes. As each process is performed, Process Director sends email notifications to users to notify them of process tasks that must be completed. Finally, users can view or search for ongoing or completed process instances, as well as all of the objects associated with those instances, by using Knowledge Views.

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In short, Process Director:

  1. Models business processes,
  2. Tracks user and process activities, such as approvals,
  3. Stores and tracks uploaded documents, and
  4. Provides process owners the tools track the progress or history of every process.

All of these features enable Process Director to provide full automation, auditability, and tracking of your business processes.

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