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    Developer Guide

        1. Todo Validation
      1. Release Your User Login
      1. Process Reporting API
        1. CSS Examples
        2. CSS Personalization
      1. Performance
        1. List Reinitialization
        2. Holidays
        3. Number Currency Format
        4. Label Modification
        5. Array From WS
        6. Launch Process JQuery
        7. Column Inactivation
        8. Date
        9. Print JSONObject
        10. ArrayJSON to JSONArray
        11. Invalid Fields
        12. Round
        13. Initialization Widget Date
        14. JQuery
        15. Inject JSONObject
        16. Google Tables
        1. Summing Array
        2. API Listener
        3. User Lane Picker
        4. Retrieving Variables Values
          1. Chart Dashboard
          2. Report Chart
          3. Google Visualization
          4. Chart Dashboard Collection
        5. Tags
        6. Collection
        7. File Preview
        8. Dynamic List
        9. Dialog Window
        10. JavaScript Report
        11. Autocomplete Widget
          1. homepage.js
          2. homepage.css
        1. Logout
        2. Custom Login Page
        3. Header
        4. Mobile Devices
        5. Basket
        6. Redirection ExecutionMode
        7. Menu Bar
        8. Information Tags
      1. Composite API Example
      1. Markdown Template
        1. Task Reminder Email
        2. SubProcess
        3. PDF
        4. JavaScript Inclusion
        5. Variable Mapping
        6. Backloop
      2. Trigger
        1. File Visibility
        2. Number Currency Format
        3. Error Handling
        4. JSONObject Concatenation
        5. Loop
        6. Dynamic Variable
        7. List 1000+ Objects
        8. Metadata
        9. Freemarker Container Test
        10. JSONObject Keys Values
        11. List Hash Sequence
        12. Special Freemarker Characters
        13. Salesforce Computation
        14. Array To List
        15. JSONArray Conversion
        16. Lock
        17. JSONObject Creation
        18. Number Test
      1. Customer Management
        1. Messages
        2. Scheduled Process
          1. Roles Entities
          2. Organization
          1. Project Definition
          2. Versions
          3. New Version
          4. Version Management Log
          5. Access Rights
          6. Collections
          7. Versioned Files
          8. Files
          9. Description
            1. Report Widget
            2. List Widget
            3. JavaScript Widget
            4. History Widget
            5. RadioButton Widget
            6. FileUpload Widget
            7. StaticText Widget
            8. HTML Editor Widget
            9. ProgressBar Widget
            10. Section Widget
            11. Spinner Widget
            12. Image Widget
            13. Multi Checkbox Widget
            14. Tab Widget
            15. Tree Widget
            16. HTML Widget
            17. Checkbox Widget
            18. Button Widget
            19. Custom Widget
            20. URLInput Widget
            21. TextInput Widget
            22. Array Widget
            23. Captcha Widget
            24. Geolocation Widget
          1. Implementation
          2. Design
          3. Collections
          4. Stylesheet
          5. JavaScript
          6. API Listener
          7. Google Analytics
          1. Process Design
            1. Gate
            2. Process Step Output Variables
              1. Process Task Functional Tab
              2. Process Task Connector Tab
              3. Process Task Script Tab
              4. Process Task Loop Tab
              5. Process Task SubProcess Tab
              6. Process Task Manual Tab
              7. Process Task Email Tab
            3. Process Step Input Variables
            4. Process Step Testing Variables
              1. Process Intermediary Event
              2. Process Start Event
              3. Process Timer Event
          2. General
          3. Input
          4. Variables
          5. Measures
          1. Connectors
          2. Processes
          3. Providers
        1. Custom Lists
        2. Collections
          1. Design
          2. Configuration
        3. Revision
        1. My Applications
        2. Files
        3. Home
        1. Process Examples
        2. Connectors
        1. Web Interface Reports
          1. Execution Path
          2. Measuring
          3. Parameters
          4. Runtime Users
        1. Configuration
        2. Users
        3. Usage
      1. Mobile
      2. Offline
      1. Collections BackOffice
      2. Collections To List
      3. Collections To Array
      4. Collection JS Freemarker
      1. Access Rights
      2. Delegation
      3. Compound Organization Hierarchy
      4. Dynamic Lanes
      5. Scripted Lanes
      6. Runtime Lanes

    Roles/Entities Tab

    Allows you to create, view, edit or delete both roles and entities.

    1 Creating Roles and Entities

    Click the relevant button at the top of the page to add a role or an entity to an existing organization. You will be required to choose the organization that the new role or entity belongs to before entering the details (outlined in Section 4 below).

    2 Viewing Existing Roles or Entities

    Summary details for all exiting roles and entities are displayed in a table. The details shown are:

    Name Description
    Path The organisation that the role / entity belongs to
    Type Role or Entity
    Id The unique identifier
    Name The name given to the role / entity
    Everybody? This is checked if this role / entity is an everybody one
    Script If the role is a scripted one (membership determined by a script), this will show the current script.

    Click the filter icon on the grid headers to search for a particular role or an entity by its path, name, script or everybody configuration.

    3 Editing Existing Roles or Entities

    To change the details of a role or entity click on the pencil icon next to the relevant role / entity in the table. A pop up window will appear from where you can edit the details (outlined in Section 4 below.

    4 Role and Entity Information

    The page for creating and editing a role or entity is divided into two sections - Implementation and Users. When creating a new role or entity you will be required to choose the organisation it belongs to before entering the details.

    4.1 Implementation

    In this section you can manage the following role/entity information:

    Name Description
    Name The name of the role/entity. This field is mandatory.
    ID The unique ID of the role/entity. The ID is generated and cannot be modified.
    Description A short description of the role/entity.
    Parent The parent that the new role/entity belongs to. It cannot be modified. The number of descendants is limited to 3.
    Share Static, Scripted & Everybody roles can be shared so that they are available in Easy Builder as lanes to assign tasks to.
    Allow everybody Check this box if you want to add all users created on your account to this role/entity. If this box is checked, you will not be able to add a user in the Users section since all users will belong to this role/entity.
    Dynamic role This box should be checked if you want to define a role as a group of possible roles. The final role will be defined dynamically within a manual task of a process, in the field "Assign to lane". N.B. Once a role has been defined as dynamic, you can no longer modify it. This field is only visible if you have created a role and not an entity.
    Runtime role Check this box if you want to define the users of the role during runtime. N.B. If this box is checked, you won't be able to add a user in the Users section since membership is defined at runtime. This field is only visible if you have created a role and not an entity.
    Role script Add a formula to auto-populate the membership based on Users' Metadata, preferences or lane membership. A role or an entity that has a script is considered a scripted lane. Once you have created your script it can be checked, the result will tell you how many users meet the criteria (and so will be members of the lane) and how long the query took. To find out more about writing scripts click here. You won't be able to add a user in the Users section if you have configured a script role.

    info_7 N.B. Roles and Lanes are essentially the same thing. Role is generally used in a User context while Lane is used in a Process context i.e. a Role becomes a Lane in a process context.

    4.2 Users

    This section allows you to manage which users are assigned to the current role. There are two sections - Authorized Users and Acceptance Users.

    The Authorized Users section lists the users that currently belong to the role in LIVE mode. Membership is determined by the type of role. If it is a 'scripted' one then membership is determined by the script, if it is an 'everybody' role then all users will be members, if it is a 'runtime' role then no users will be shown as this is determined per process instance. Please note that you can only edit the user list for 'standard' roles.

    The Acceptance Users section lists the users that currently belong to the role in ACCEPTANCE mode. For ACCEPTANCE mode, you can edit the list of users for standard, everybody and dynamic roles.

    info_8 Once a lane/entity is used within a project only users with access rights designer or supervisor can modify it.