GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

マージロジックでは、すべてのフローを待つ、または任意のフローを完了するなどのビジネスロジックを定義することで、個々のプロセスフローを共通のフローにマージすることができます。マージはユースケースに応じて、スプリット ステンシルですべてのブランチを実行が選択されている場合にのみ適用されます。条件で実行するを選択した場合、単一のパス/ブランチのみをたどるため、ブランチをマージする必要はありません。例として、融資の依頼を検討しましょう。顧客が融資を希望し、融資依頼を処理するために顧客の収入証明書、証明書類などが必要になりました。銀行では、収入証明書はあるチームが集め、証明書は別のチームが集めます。このシナリオでは、このリクエストのプロセスフローを構築する際には スプリットステンシルを使用して文書リクエスト タスクを、必要な文書に応じて複数のブランチに分割する必要があります。ここでは、集める収入書類が収入チーム(ブランチ1)に、集める証明書類(ブランチ2)が証明チームに割り当てられています。スプリットステンシルを設定する際に、以下の点を確認してください。 すべてのブランチを実行が、マージアクションを実行するために選択されていることを確認してください。すべてのブランチの実行とタスクの完了後、ブランチをマージすることができます。

マージロジックを設定

プロセスフローにマージロジックを設定するには、以下の手順に従います。

  1. 左側のペインに、ロジックセクションが表示されます。このセクションからマージステンシルをドラッグアンドドロップして、ビルダーの各フローの下に配置します。
  2. マージステンシルをクリックして、「マージ」ウィンドウを開きます。
  3. 「マージ」ウィンドウで、以下の詳細を入力します。
    1. 名前 – マージアクションの名前を入力。
    2. マージ元となるスプリットノード – システムは自動的に最新の親スプリットノードを採用します。 しかし、ユーザーは、マージ元となるスプリットノードからノードを選択できます。スプリットノードはドロップダウンリストから選択できます。
  4. マージロジックセクションで、以下のアクションのいずれかを選択します。
    1. すべてを待つ- 選択すると、システムは寄与するすべてのブランチを実行した後にマージアクションを実行します。
    2. 最初の入力 – 選択すると、システムはいずれか1つのブランチを実行した後にマージアクションを実行し、他のブランチはすべて失効します。
  5. 「マージ」ウィンドウを閉じます。

マージアクションを実行するには、スプリットステンシルの設定時に「すべてのブランチを実行」オプションを必ず選択してください。

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

논리 병합을 사용하여 모든 흐름을 기다리거나 완료하기와 같은 비즈니스 논리를 정의하여 개별 프로세스 흐름을 공통 흐름으로 병합할 수 있습니다. 병합은 사용 사례에 따라 분리 스텐실에 모든 분기 실행이 선택된 경우에만 적용 가능합니다. 조건에 따라 실행을 선택하면 단일 경로/분기만 따르므로 분기를 병합할 필요가 없습니다. 예를 들어 대출 신청을 살펴봅시다. 고객이 대출을 요청했고 대출 요청을 처리하기 위해서는 고객의 소득 서류, 증명 서류 및 기타 서류가 필요합니다. 은행의 한 팀에서 소득 서류를 수집하고 또 다른 팀에서 증명 서류를 수집합니다. 이 시나리오에서는 해당 요청에 대한 프로세스 흐름을 구축하는 동안 분리 스텐실을 사용하여 필요한 서류에 따라 서류 요구 사항 작업을 여러 분기로 분리해야 합니다. 여기서 수집할 소득 서류는 소득 팀(분기1)에, 수집할 증명 서류(분기2)는 증명 팀에 할당합니다. 분리 스텐실을 설정하는 동안 모든 분기 실행이 병합 작업을 수행하도록 선택되어 있는지 확인합니다. 모든 분기를 실행하고 작업을 완료한 후 분기를 병합할 수 있습니다.

논리 병합 설정

프로세스 흐름에서 논리 병합을 설정하려면 다음 단계를 따르세요.

  1. 왼쪽 창에서 논리 섹션을 찾을 수 있습니다. 이 섹션에서 병합 스텐실을 끌어서 놓고 빌더의 해당 흐름 아래에 배치합니다.
  2. 병합 스텐실을 클릭하여 병합 창을 엽니다.
  3. 병합 창에서 다음 세부 정보를 입력합니다.
    1. 이름 – 병합 조치의 이름을 입력합니다.
    2. 병합할 노드 분리 – 시스템은 자동으로 가장 최근의 상위 분리 노드를 사용합니다. 사용자가 드롭다운 목록에서 병합할 노드 분리의 노드를 선택할 수도 있습니다.
  4. 논리 병합 섹션에서 다음 작업 중 하나를 선택합니다.
    1. 모두 기다리기 – 선택하면 시스템이 모든 기여 분기를 실행한 후에 병합 작업을 수행합니다.
    2. 첫 번째 입력 – 선택하면 시스템이 분기 중 하나를 실행한 후 병합 작업을 수행하고 다른 모든 분기는 만료됩니다.
  5. 병합 창을 닫습니다.

병합 작업을 수행하려면 분리 스텐실을 설정하는 동안 모든 분기 실행 옵션을 선택해야 합니다.

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

Merge logic helps you merge individual process flows into a common flow by defining business logic like waiting for all or completing any flow. Merge is applicable only if Execute all Branches is selected in the Split stencil depending on the use case. If Execute on Condition is selected, it is not required to merge the branches as it follows only a single path/branch.

For example, let us consider a loan request. A customer has requested a loan and you require the customer’s income documents, proof documents, and other documents to process the loan request. In a bank, income documents are collected by a team and proof documents are collected by another team. In this scenario, while building the process flow for this request, you must use the Split stencil to split the documents requirement task into multiple branches depending on the documents required. Here, income documents to be collected are assigned to the income team (branch 1) and proof documents (branch 2) to be collected are assigned to the proof team. Ensure that while configuring the Split stencil, Execute all Branches is selected to perform the merge action. After the execution of all branches and completion of tasks, you can merge branches.

Configure Merge Logic

To configure a Merge logic in the process flow, follow the below steps:

  1. On the left pane, you can find the Logic section. Drag and drop the Merge stencil from this section and place it below the respective flows on the builder.
  2. Click the Merge stencil to open the Merge window.
  3. On the Merge window, enter the following details:
    1. Name  – Enter a name for the merge action.
    2. Split Node to Merge From – The system automatically takes the most recent parent split node. However, the user can select the node from the Split node to merge from the drop-down list.
  4. Under the Merge Logic section, select any of the below actions:
    1. Wait for All – If selected, the system performs the merge action after the execution of all contributing branches.
    2. First Input – If selected, the system performs the merge action after the execution of any one of the branches and all other branches will expire.
  5. Close the Merge window.

To perform the merge action, ensure to select Execute all Branches option while configuring the Split stencil.