UserGuide

compared with
Version 6 by Sandra TRINO
on Jun 08, 2010 09:05.

Key
This line was removed.
This word was removed. This word was added.
This line was added.

Changes (20)

View Page History

Petals View is provided with an out-of-the-box rôle: ''admin''. This role is omnipotent, and cannot be renamed or changed. Only its access rights can be modified.
\\ !worddavde12a069f0a0e7317c4a208c4da57647.png|height=319,width=605!\\
To create a new rôle, click on the "create role" button to get the following screen:
\\

One user is provided out-of-the-box: ''admin''. This user has the "admin" role by default so it has full access to the application. He cannot be renamed nor deleted, but you can modify its password and roles.
\\ !worddavea7e6ed8934f728d4814f8f9b536dd5b.png|height=320,width=604!
To create a new user, click on "Create user" and you'll get on the following screen:
!worddavba6f9904452dd328179c5889be22eca4.png|height=318,width=604!
Here define its login id and password.
\\ !worddavffa2ad78dde4b361e16b85a100bea2b9.png|height=318,width=604!
Clicking on "Submit" will save the new user and take you to its View/Edition screen. You can later access this page by clicking on the user's name in the users list.
!worddavd7a3770c72b8005272cd7d4958204f79.png|height=318,width=604!

Clicking on "Referential management" item of the "Referential menu" opens a screen showing, in a table, all the flow types detected in the application. If no flow has been saved in database yet, you'll see the following screen:


Here yo !worddave48a8ec8be505dde6c3fbf45de1c8055.png|height=309,width=593! u can click on "ADD" to create a new flow type by following further instructions of this user guide.
If flows have been already saved in the database, without associated referentials, you'll get the following screen:
\\ !worddavbea2135d129bea98eaf115ff528cd2a8.png|height=307,width=593!
Here we don't have any yet, only one "Unknown" type. Click on it to get this screen:
!worddav2ef93909d22a001b22e8a41a54e6bbcc.png|height=307,width=598!
With this method, the "Type" field is automatically filled in to match the flow in the database. You can't therefore change it. (If you created a referential "from scratch", you'd have to fill in the field yourself, and ensure the number you type doesn't interfere with another flow type).
The "Name" field is manatory, fill it in (preferably with a human-readable name) to be able to create the referential.
\\ !worddav4b5af4bebf755ac2d001df0ccd53a087.png|height=319,width=604!
Click on "Create" to save the new flow type and automatically get the screen to further configure/modify it.

- The Global functional fields of this flow type, associated to the steps in which they are defined.
- The list of "unknown" steps associated to our flow (NB: if you create a flow type "from scratch", you won't get this table).
- The Steps that you already configured. Click on "Add" to create new steps to add steps not yet saved in the database, or if you had created the referential "from scratch". 
- Flows deletion rules : Here, you must configure the number of days from which you want to remove flows. If you don't specify the number of days, and you click delete from view by type of flow, you will delete all flows of this type.
\\

To configure an unknown step, click on it, for example the first one, to get the following screen:


You can also modify an already configured step by clicking on its name in the table.
\\ !worddave9064d22ff7694565ed7a76db54cad96.png|height=457,width=604!
On this screen, you can modify the general informations. Note that the associated parameters are numbered. If you see a 0, that means no parameters have been associated with the step in the database yet.
To add a functional field (parameter of the processus) click on "Add" button of the "Functional fields" table.
\\ !worddav68459aa542a33cc8bbd9f2101c8c884d.png|height=318,width=604!
By default, to avoid interference with already defined parameters, the "Index" field of this screen will have a value defined by adding 1 to the last existing one. For example, if four functional fields were already defined (index 0, 1, 2, 3), the filled in value will be 4 (first available value).
If the user deliberately fills in a value already used, the new functional field will be inserted with this number, while all subsequents fields will see their values incremented by one, to avoid interference.
\\
You can add custom error messages by click on "Add" button of error table.
\\ !worddav76b052b4164035a37a457855453641e9.png|height=318,width=604!
An error is an code (>0 integer), accompanied with informations on it, sent when a step fail. You can also modify an existing error message by clicking on its code in erorr tables. Finally you can delete error messages by ticking the checkboxes then click on "Delete" button.
\\
\\

h2. Delete a flow referential
This part of Petals View allows visualization of daily flows instances, either ongoing or finished. You can see them either from a global view (all flows from all flow types) or from a view focused on one flow type.
When clicking on "Global View", a screen appears with a list of all ongoing/finished flows.
\\ !worddav8767e286467e1301ca0697ed3f47c2c0.png|height=316,width=604!
Default behaviour only lists daily flows (if their starting date is identified).
You can filter the view by selecting a period of time applying on starting date ("after the" and/or "before the").
"See all flows" buttons makes Petals View displays any and all flows, including the unknown ones, without any time limitation
"Refresh" button allows to update the table to check latest flows.
"Export" button exports the table you see on the screen in CSV (the separation of the results is ";").
"Delete" button will remove the flow of a type which the number of days has been configured in the referential.
Warning, if you have a large quantity of flows in your database that you want to delete, this operation can take several minutes.
\\

To analyse a flow in detail, click on its instance identifier (the number) in the table.
!worddav28e4fe1f606db66064f95f2d3866a4da.png|height=358,width=604!
Clicking on a step brings you a detailed dynamic view of this step:
\\
Finally, you can display all flows of a chosen type by clicking on its name in the "Flow supervision" menu of left panel. !worddav236448af4bc34b8a3e6c47ea75919c32.png|height=348,width=604!\\ !worddavaf9a7ce14dc64e964b06970785c3fb9a.png|height=317,width=604!

All editing, filtering and refreshing and exporting features are the same as in Global view, with added possibility to filter view by a parameter.
Here, you have a button for more: "Delete" button will remove the flow of a type which the number of days has been configured in the referential.
Warning, if you have a large quantity of flows in your database that you want to delete, this operation can take several minutes.

You can