For the complete documentation index, see llms.txt. This page is also available as Markdown.

Processes

The Processes tab manages BPMN process definitions linked to the case definition.

Processes define the workflows that drive a case. Each case definition can have multiple linked processes that handle different aspects of case processing.

Configuring processes

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the Processes tab

Processes tab overview

Creating a new process

1

Click Create process

2

Design your process using the BPMN modeler

Process builder
3

Configure process settings using the toggles in the header

4

Click Save to deploy

Uploading a process

1

Click the upload button in the toolbar

2

Select a .bpmn file from your computer

Upload process modal
3

Click Upload

If you upload a process with a key that already exists, the existing process will be replaced.

Editing a process

1

Click on a process row to open the process builder

2

Make changes in the BPMN modeler

3

Click Save to deploy changes

Deleting a process

1

Hover over the process row to reveal the overflow menu

2

Click the overflow menu (three dots)

3

Select Delete

4

Confirm deletion in the confirmation dialog

Process settings

The process builder header contains toggles to configure process behavior:

Toggle
Description

Draft

When enabled, the process is saved as a draft and requires additional confirmation before it can be started

Starts case

When enabled, starting this process creates a new case instance. A start form must be linked to the first step.

Startable by user

When enabled, users can start this process from the case detail page via the start menu

Process validation

Click Validate to check for errors before saving. Validation errors appear in a collapsible panel showing the element and issue. Fix any errors before deploying.


Access control

Runtime access to processes is controlled through the following permissions.

Resources and actions

Resource type
Action
Effect

com.ritense.document.domain.impl.JsonSchemaDocument

view

Required to view process instances linked to a case

com.ritense.valtimo.operaton.domain.OperatonExecution

create

Required to start a process

Examples

Permission to view process instances for cases
Permission to start any process
Permission to start a specific process

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