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Integrify 5.0 Tutorial : Creating a New Process

In this tutorial, we will show you how to:

• Create a new process• Add different task types into our process• Define recipients of tasks• Configure form and approval task types

Need Help? Contact Integrify Support at:

888-536-9629 x2 or support@integrify.com

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Adding a New Process

Under the Administration section, select Processes, then Add New

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From the popup window:

• Give the process a Name• Assign to a Category

• Optionally add a Description

Adding a New Process

Select Save

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2) You can edit the Name, Category, Publish Status, Description, Style Template, Objective, Information URL,

Attachments, Allow Comments and Visible to Users Starting a New Request fields by clicking on the fields for each

Adding a New Process

3) For example, when you click on Forms on Top, you can then select a different style template which is how you want the users to see the request detail displayed

1) After saving the process, you will have the ability edit the metadata of the process here

4) You will always have the option to select Remove Process, Copy Process, New Version or Export here

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Adding Tasks to a Process

1) Select Process Flow to start adding tasks to your process

2) Select New Task to add a new task

3) The Task Type Icon List is displayed. You can now grab a task type from the list and drag the task icon over

the task in the Process Flow that you want it to follow.

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1) In this example, we’ll drag a Form Task over the Start Process icon so a form will be the first task in the process

Adding Tasks to a Process

2) You will now get the New Task window and can give the task a Name and optionally add Notes/Description

3) You can now select Add Task

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Within the Task Menu, you can select:• Edit Detail

• Set Recipients• Configure Task• Configure Rules• Display Settings

• Notification Settings• Reminders and Timeouts

• Advanced Settings• Delete Task

Adding Questions to a Form

By clicking on the new form task icon, you will see the Task Menu.

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Configuring a Form Task

After selecting Configure Task from the Task Menu, you can now select a pre-defined form that you want to use from the Forms Library

Then, select Save Settings and Load Questions

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Configuring a Form Task

Once you have configured your form task with the form you want, you can optionally:

• Limit viewing access to certain fields• Prefill fields with data

• Hide unanswered fields

You can perform these actions by clicking on the row and column of the field you want to edit

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Setting Recipients for a Task

The task indicators confirm that you have either configured the task or set recipients for the task

You can now select the task’s recipients by selecting Set Recipients from the Task Menu

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Setting Recipients for a Task

1) Choose how you want the process this task for your recipients by selecting either All of, All of in order or One of under Process Rule

2) You can look up either Users, Groups, Roles or Dynamic Roles by selecting

here and then selecting the search icon

3) By selecting the Dynamic role and viewing the list of dynamic recipient types, you can present this form task

to whomever is making the request by dragging Requester over to the Current Recipients section

4) When you have finished adding the recipients you want included for the task,

select Close to update your task

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Adding Tasks to a Process

Next, you can add an approval task by selecting New Task and then dragging an Approval task type over the configured form task

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You can give the approval task a Name and select Add Task

Adding Tasks to a Process

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Configuring an Approval Task

After selecting Configure Task for the Manager Approval task, you can add the approval options for recipients to choose from

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1) This time, we are adding multiple recipients, including 2 named users and a group

2) By selecting the recipient rules option here, you can set conditions on the inclusion of a recipient for your task

Setting Recipients for a Task

3) Let’s add a recipient rule for the Accounting group

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1) From the Condition Builder window, you can start defining your rules for the Accounting group

Defining Task Recipient Rules

2) We have one that looks at the data of a question choice made bythe requester in the 1st form task. We selected Data from the

Source select list and then selected the IT Service Request Form and the field, Service Request Type and based the condition

on the requester selection of Hardware Upgrade.

3) You can add as many conditions you want. Here, we’ve added a 2nd condition to include the

Accounting group if the Requester Location is Chicago based on their user profile

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You can now see that the Accounting group has 2 rules defined

Defining Task Recipient Rules

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Adding Tasks to a Process

Now, let’s add a couple Milestones to our process. Milestones update the overall status of a request

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Adding Tasks to a Process

You can have multiple tasks that start in parallel (we dragged 3 milestones over the Manager Approval task and named each). Here, we’ve added 3 possible milestones that can

be triggered when the approval task is completed.

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Defining Task Transition Rules

You will need to configure the rules for your milestones. Here, we’ll select the Task Menu on the Approved milestone and set the rules for it to be triggered when the Manager Approval is completed AND

the option selected by the approver was ‘Approved’.

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Defining Task Transition Rules

From the Condition Builder window, you can now add your rules

First, select Data from the Source options. Then, select the Task (Manager Approval) that you want to base

your condition on and the Value from the task (Approved).

Select Add Rule

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Defining Task Transition Rules

You can see the new rule was defined

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Defining Task Transition Rules

You will need to repeat the same process for your Denied and Needs More Information milestones

For any task, you can set them so that when they are completed, they end the process. We’ll do this by selecting Edit Detail from the

Task Menus for each milestone

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Defining Task Transition Rules

Under Task Detail window, check the option When this task completes, the process will end

Then select Save Detail

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Defining Task Transition Rules

We’ll repeat this action for the Denied milestone

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Defining Task Transition Rules

Let’s now configure the process to go back to the requester should the approver select Needs More Information

Select Configure Rules for the IT Service Request Form

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Defining Task Transition Rules

We added another condition for the IT Service Request Form that is based on the Needs More Information milestone being triggered. This will notify the requester of the task to re-submit the form for approval.

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Publishing Your Process

Your Process Flow is updated as you make changes to your task rules

When you are ready to publish the process to the user community, go to the

Process Detail page

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Publishing Your Process

Click on the current Publish Status and select Production from Development.

If you want to test the process prior to going live, choose the process role icon and add members to the Process Testers role, then flip the publish status to Testing.