1. 3. System Task Botton in Form (Uploader Function)
System Tasks: Notifier and Uploader
Ref. 0712
GOAL
Introduce the students to the functions available through the Notifier and Uploader System Tasks.
Content
1. System Task – Notifier
2.8. Updates Suffixes and Group of Fields Footers
1.1. Notifies Employee Users
2.9. Updates Themes
1.2. Notifies External Users
2.10. Relations Between Elements
1.3. Notifies Guest Users
1.4. Notifies via
2.11. Conversiones of Group of Fields
1.5. Notifies via SMS
1.6. Confirms
2.12. Adds records in Group of Fields
1.7. Checks Login
2.13. Modifies Family Elements
2. System Task – Uploader
2.14. Signing Integrated Documents
2.1. Uploads Information or Calculated Value to Panel
2.15. Counts Panel Documents
2.2. Uploads Library Documents into Panel
3. System Task Botton in Form (Uploader Function)
2.3. Uploads Panel Documents in SharePoint Libraries
2.4. Uploads Panel Documents in SharePoint Annexes
2.5. Uploads Planning Dates
2.6. Prints Panel Documents
2.7. Creates Automatic Documents

2. System Tasks: Notifier and Uploader
My First Template
System Tasks: Notifier and Uploader
Ref. 0712
Referenced Documents
Manual-Delegated Administrator
This is me Adam

3. 1
System Task: Notifier

4. Notifier
Notifier
These Tasks, as their name indicates, are executed directly by the system using the Process Engines, without human intervention (which differentiates them from the Personal Tasks).
The Types of System Task are:
System Tasks (TS) are a very important part of the AuraPortal Process Modeling.
They are classified by Types, and each Type contain one or more Functions.
The System Task Types and Functions are not created by the AuraPortal user, as they come already prepared in the AuraPortal application.

5. Notifier
Notifier

6. (Contains notification in the body of the SMS)
Notifier
Notifier
Reduced Task
(Contains notification in the body of the )
For Employee Users
For External Users
For Guests Users
For to Non Users
For SMS
(Contains notification in the body of the SMS)
Type
Functions
NOTIFIER
Notifies Employee Users
Notifies External Users
Notifies Guest Users
Notifies via
Notifies via SMS
Confirms
Checks Login

7. (Contains notification in the body of the SMS)
Notifier
Notifier
Reduced Task
(Contains notification in the body of the )
For Employee Users
For External Users
For Guests Users
For to Non Users
For SMS
(Contains notification in the body of the SMS)

8. 1.1 Notifies Employee Users 1.2 Notifies External Users

9. Notifies Employee and External Users
The configuration is the same in both cases, the only difference is the Addressee.

10. 1
1.3 Notifies Guest Users

11. Notifies Guest Users Notifies Guest Users
Settings in Structure > Mail >Tasks
Fixed Text or Panel Field
Integrate (upload) documents (files) or Select from the Panel

12. 1
1.4 Notifies via

13. Notifies via Email Notifies via Email
Notifies via (reduced mode) to an address that does not belong to AuraPortal Users.
Setup the Server and subject.
Addressee: General terms or Suffixes of the type text can be selected.
Content:
Panel: The text of the Notification will be retrieved from a Panel Field.
Text: Fixed Text.
The documents in the selected Library will be attached to the .
Results: Numeric Fields must be selected from the Panel in order to save the results of the notifications.
These Fields may display the information in a Personal Task after the Flow executes the Notifier System Task (Notifies via ).

14. Notify By Email in more complete Mode:
Notifies via
Notifies via
Notify By in more complete Mode:
Performs mass sending of s with the characteristics and preferences of the Addressees.
Addressee:
- General Terms of Text type.
- Suffix Terms of Text type.
- Account Profiles.
- Panel Fields of the type Dictionary of Profiles and Roles.
Who will receive the notification according to the preferences of the Addressee and how we will send these notifications.
Plain Text: Plain text.
Rich Format: The notification can contain values from the Panel.
The documents will be attached to the either from a Library or from the Panel.
Form to enable the addressee to respond the notification
Results: Numeric Fields must be selected from the Panel in order to save the results of the notifications.
These Fields may display the information in a Personal Task after the Flow executes the Notifier System Task (Notifies via ).

15. 1
1.5 Notifies via SMS

16. Notifies via SMS Notifies via SMS
Notify via SMS, only available with Marketing Campaigns Module: Performs mass sending of SMS’s with the characteristics and preferences of the Addressees.
AuraPortal can automatically manage the delivery of SMS’s thanks to the integration with electronic communication companies, (by signing up for an account).

17. Notifies via SMS Notifies via SMS
Notify via SMS, only available with Marketing Campaigns Module:
Performs mass sending of SMS’s with the characteristics and preferences of the Addressees.
This information is provided when subscribing to the SMS Service Provider.
If left empty it will retrieve the values from…
Structure » Administrators » Mail » Tasks.
SMS Subject
General Terms, Panel Term, Profiles, Groups of Fields…
Who will receive the SMS according to the preferences of the Addressee and how we will send these notifications.
Allows up to 7 Panel Fields to be included as part of the message.
Maximum 160 characters.
Saves the result of the Return Code in a Whole Number Panel Field.

18. Notifies via SMS Notifies via SMS
Features for viewing the results of the Notifier System Task (Notifies via and SMS).
Action Button TS Notifier /SMS Result.
Action Button /SMS Test.
Action Button TS Notifier /SMS Result.
The desired TS Notifies via or
SMS Object must be identified here.

19. Notifies via SMS Notifies via SMS
Features for viewing the results of the Notifier System Task (Notifies via and SMS).
Action Button TS Notifier /SMS Result.
Action Button /SMS Test.
Action Button /SMS Test
The desired TS Notifies via or
SMS Object must be identified here.

20. 1
1.6 Confirms

21. Confirms Email Confirms Email Type NOTIFIER Functions
Notifies Employee Users
Notifies External Users
Notifies Guest Users
Notifies via
Notifies via SMS
Confirms
Checks Login
It is the only System Task that performs an automatic action and waits for the User to confirm before continuing the flow to the next object.

22. 1
1.7 Checks Login

23. These fields are only filled in if the Login is already in use
Checks Login
Checks Login
Type
Functions
NOTIFIER
If an External User is being created but the Login is already in use by an Employee, the system will indicate here which Employee.
These Fields are only filled in if the login is being used by an External or Guest User.
This is used to check, before creating a new External or Guest User login, that the required Login (both text format and format) is not already being used.
These fields are only filled in if the Login is already in use
Notifies Employee Users
Notifies External Users
Notifies Guest Users
Notifies via
Notifies via SMS
Confirms
Checks Login

24. 2
System Task: Uploader

25. Panel ______ ______ ______
Uploader
Uploader
Panel ______ ______ ______

26. 2.1 Uploads Information or Calculated Value to Panel

27. Uploads Information of Calculated Value to Panel
Uploads Information or Calculated Value to Panel
Panel ______ ______ ______
Saves the result of the mathematical operation described in a (whole or decimal) Numeric Field.
There are two operation modes available:
Calculate date by adding or subtracting an interval based on another known date. The result must be saved in a Date Field.
Calculate interval between two known dates. The result must be saved in a Whole Number Field.
Mathematical
Dates
Direct
Rule
Other TS
Upload values of Text Fields, Whole and Decimal Numbers Fields, Yes/No Fields, Simple Selection Fields and Family Fields.
The TS will obtain the result from a Business Rule and upload its value to the Panel.
Uploads defined Operations in another System Task of the Uploader Type that belongs to the same Class of Process.

28. 2.2 Uploads Library Documents into Panel

29. Uploads SharePoint Documents into Panel

30. 2.3 Uploads Panel Documents in SharePoint Libraries

31. Uploads Panel Documents in SharePoint Libraries
A Library type General field or Column of a Group of fields that contains the Documents to be uploaded.
The destination Libraries or Documents of the upload will appear in the Associated Documents Section of the origin Field.

32. 2.4 Uploads Panel Documents in SharePoint Annexes

33. Uploads Panel Documents in SharePoint Annexes
Select the Annex where you wish to make the upload.
Uploads Panel Documents in SharePoint Annexes
Whole number panel field that contains the ID of the Annex.
Panel ______ ______ ______
Prefix of Family of the Annex
The same as indicated for the Upload in Libraries

34. 2.5 Uploads Planning Dates

35. Uploads Planning Dates
Fills in the dates of a Planning type field with the content of Panel fields of Date or Date and time.
Panel ______ ______ ______
Panel Fields

36. 2.6 Prints Panel Documents

37. Prints Panel Documents
Prints Documents that are integrated in panel fields.
Panel ______ ______ ______
Individual Library Type Fields, or Groups of Fields and their Containers
Select the printer from those available.
Text or Number Type Term where the number of printed documents will be recorded
Vertical
Horizontal

38. 2.7 Creates Automatic Documents

39. Creates Automatic Documents
Documents will be created automatically, if they meet the established conditions.
Panel ______ ______ ______

40. 2.8 Uploads Suffixes and Group of Fields Footers

41. Updates Suffixes and Group of Fields Footers
Solves all the Suffixes of the Prefixes and Group of Field Footers indicated in the System Task, and updates the Panel.
Updates Suffixes and Group of fields Footer
Panel ______ ______ ______
Prefixes of General Terms
Prefixes of Adapters
Prefixes of Groups of Fields
Groups of Fields Footers available in the Panel.
Indicates the address where the upload is carried out.

42. 2
2.9 Uploads Themes

43. Updates Themes Updates Themes
Allows the Themes to be filled in without having to open a Form.
Updates Themes
Panel ______ ______ ______
Panel Fields that will be act as Themes
If Yes is marked the Theme Field will change even if it previously contained a value

44. 2.10 Relations between Elements

45. Relations between Elements
Sets or Undoes Relations Between Elements
Select any existing Relation
Select any Prefix in the Panel of a Family involved in the Relation previously selected.
Select any Prefix in the Panel of a another Family involved in the Relation previously selected.

46. 2.11 Conversions of Group of Fields

47. Conversions of Group of Fields
Transfers field values from an Origin Group of Fields or Free Container to Panel Fields manually.
Panel ______ ______ ______
Group of Fields in the Panel
General Terms in the Panel
Columns of the Group of Fields
Panel Terms
The correspondence must be established between fields of the same type.
Any origin field can be transferred to a destination field of Text type (One Line, Multiple Line or Rich).
Selection type fields (Simple or Multiple) are only transferred to Text type fields.
When the conversion is carried out, the data from the last line of the selected GF/Container is transferred to these destination Terms.

48. Conversions of Group of Fields
Transfers field values from an Origin Group of Fields or Free Container to Panel Fields automatically.
Panel ______ ______ ______
Group of Fields in the Panel
General Terms in the Panel Automatically
The same Terms are created automatically in the Panel and Dictionary with the name made up of: _GFName/Field Name
Columns of the Group of Fields
When the conversion is carried out, the data from the last line of the selected GF/Container is transferred to these automatically created fields.

49. Conversions of Group of Fields
Transfers field values from an Origin Group of Fields or Free Container in the Panel of the Process to a destination Group of Fields or Free Container in the Panel.
Conversions of Group of Fields
Panel ______ ______ ______
Group of Fields or Free Container in the Panel of the Process
Group of Fields or Free Container in the Panel
Columns of Origin GF
Columns of destination GF

50. Conversions of Group of Fields
Transfers field values from an Origin Group of Fields or Free Container in the Panel of the Process to a destination Group of Fields in an Own Family.
Conversions of Group of Fields
Panel ______ ______ ______
Group of Fields or Free Container in the Panel of the Process
Group of Fields in an Own Family
Prefix that contains the Own Family Element and the Group of Fields in the Destination Own Family
Columns of Origin GF
Columns of destination GF

51. Conversions of Group of Fields
Transfers field values from an Origin Group of Fields or Free Container in an Own Family to a destination Group of Fields or Free Container in an Own Family.
Panel ______ ______ ______
Group of Fields or Free Container in in an Own Family
Group of Fields or Free Container in in an Own Family
Columns of Origin GF
Columns of destination GF

52. 2.12 Adds records in Group of Fields

53. Adds records in Group of Fields
Adds records in Groups of Fields
Panel ______ ______ ______
GF available in the Class of Process that is to be filled in automatically
GF Prefix
Prefix Prefilter
A line in the GF will be created for each element of the Prefilter of the chosen Prefix

54. Adds records in Group of Fields
Adds records in Groups of Fields
Panel ______ ______ ______
If it is an Account Prefix
If Yes is marked
A register will be created for each Account and Personal Role. If the Account does not have Roles only the line corresponding to the Account will be created.

55. 2.13 Modifies Family Elements

56. Modifies Family Elements
This function allows the Process to automatically change several elements of a Family
Modifies Family Elements
Let's see how the elements are modified in the Own Family according to the System Task Settings...
Select the Family that is going to be updated.
Prefix in the Panel of the Family that will be modified.
Only one Element will be updated, the one selected in this Prefix in the Panel.
1st
2nd
Prefilter in the Panel of the Family that will be modified.
Only the elements that match the Prefilters conditions will be updated.
Relation
Only the elements that are related in the selected Relation Term will be updated.
Prefix: Prefix of the Family that has a relation with the Family selected previously.
Relation: Between these families there could be one or more relations, the desired relation must be indicated.
Panel Fields
Family Fields

57. 2.14 Signing Integrated Documents

58. Signing Integrated Documents
This feature allows the system to automatically sign documents integrated in a Library Term without a user’s intervention.
The automatic signature can be certified with a Certificate in the Server or the users PC. With or without Stamp.
Whole Number or One Line Text.
Add Libraries and indicate what documents must be signed.

59. 2.15 Counts Panel Documents

60. Counts Panel Documents
With this feature the system can automatically control that a user has integrated, signed, etc. a certain document. Combining Uploads and comparing the number of documents in different time periods, etc. other variables can be determined. These results can be used to control divisions in Forms, Gateway decisions, etc.

61. System Task Button in Form (Uploader Function)3
System Task Button in Form (Uploader Function)

62. System Taks Button – Uploader Type
System Task Button – Uploader Type

63. System Taks Button – Uploader Type
Example of the function: Uploads Information or Calculated Value to Panel.
System Task Button – Uploader Type
87%

64. My First Template
This is me Adam