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This document explains the elements for creating a start/stop automation at a high level.

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Same as with process definitions and form templates, you may copy an existing wizard and modify the name, description, process definition, and form template from that wizard’s steps.

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Dashboards

You may design a dashboard for start/stop automation like the one for OZsoft and add them to the tenant’s main menu if necessary.

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The Start/Stop automation dashboard for OZsoft has a tile for the Start/Stop Wizards that you can modify by entering the Design Mode (to use the design mode you need to use your admin IT-Conductor account, not impersonate the tenant’s admin).

In the Wizard tile, you select a few pre-created wizards to show upfront.

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The wizard tile contains the following options:

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  • Dashboard: Select the dashboard that it belongs to

  • Title: Name of the tile

  • Menu item: Here you insert the pre-created wizard items that the tile will show. The items are inserted inside a saved search which has the object ids of the pre-created wizards. In the saved search, in “Display mode” you may also select how the wizard items will be displayed on the dashboard. how to create a saved search?

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  • Row: Select the row where they tile will be placed

  • Column: Select the column where the tile will be placed

opciones importantes
-menu item: para insertar un wizard en el dashboard, hay que primero crear el wizard, guardar el object id del wizard en una saved search y llamar a esa saved search desde menu item

(saved search es un predefined search criteria que trae los resultados de una prebusqueda/static object id)
((pregunta: como se crea una saved search?)
en el saved search puedes especificar como mostrar la tile del wizard en el dashboard (puede ser como lista o como cards, o como stream

-parameters: trae (o hay que escribir) el object id del tenant al cual este dashboard estara asociado