GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. ホーム
  2. Docs
  3. Process Apps
  4. Self-service Portal

Self-service Portal

Process App’s self-service portal offers information and allows users to check their request status. Process Apps that have only digital forms as a trigger will be available in the portal.

Access Self-service Portal

After the Admin adds end-users to the portal, an email notification is sent to end-users with the link to access the self-service portal. After end-users log in to the self-service portal, they can find all their requests on the Home page. Process Apps only with Digital Forms as a trigger will be displayed.

My Requests

My Requests tab in the self-service portal gives an overview of all your Process App requests. You can find the details of your requests like Request Name, Submitted Via, Requested On, and Status. The search bar allows you to search your requests and you can also use the calendar to filter your requests for a particular period.

To access your requests, follow the below steps:

  1. After you log in to your self-service portal, it lands you on the Home page.
  2. On the left pane, click My Requests.
  3. To filter your requests for a particular period, click the calendar icon on the top to choose the date.

View Request Status

To view the request status, follow the below steps:

  1. On the left pane, click My Requests.
  2. On the My Requests page, you can find the list of your requests.
  3. Click on the request to open that request window.
  4. On the request window, you can find the status of your request.

Tasks

Tasks refer to the status of your requests. In the Process App’s self-service portal, you can find the tasks on the left pane. Here, tasks are classified into four:

  • Pending – It displays all your pending requests.
  • Overdue – It displays all your overdue requests.
  • Escalated – It displays all your escalated requests.
  • Completed – It displays all your completed requests.

On the tasks page, you can also view the digital forms. To view a form, follow the below steps:

  1. Click on a task tab. For example, let us consider pending tasks.
  2. On the Pending Tasks page, hover over the task and click the ellipsis icon.
  3. Click View Form.

  1. ホーム
  2. Docs
  3. Process Apps
  4. Self-service Portal

Self-service Portal

Process App’s self-service portal offers information and allows users to check their request status. Process Apps that have only digital forms as a trigger will be available in the portal.

Access Self-service Portal

After the Admin adds end-users to the portal, an email notification is sent to end-users with the link to access the self-service portal. After end-users log in to the self-service portal, they can find all their requests on the Home page. Process Apps only with Digital Forms as a trigger will be displayed.

My Requests

My Requests tab in the self-service portal gives an overview of all your Process App requests. You can find the details of your requests like Request Name, Submitted Via, Requested On, and Status. The search bar allows you to search your requests and you can also use the calendar to filter your requests for a particular period.

To access your requests, follow the below steps:

  1. After you log in to your self-service portal, it lands you on the Home page.
  2. On the left pane, click My Requests.
  3. To filter your requests for a particular period, click the calendar icon on the top to choose the date.

View Request Status

To view the request status, follow the below steps:

  1. On the left pane, click My Requests.
  2. On the My Requests page, you can find the list of your requests.
  3. Click on the request to open that request window.
  4. On the request window, you can find the status of your request.

Tasks

Tasks refer to the status of your requests. In the Process App’s self-service portal, you can find the tasks on the left pane. Here, tasks are classified into four:

  • Pending – It displays all your pending requests.
  • Overdue – It displays all your overdue requests.
  • Escalated – It displays all your escalated requests.
  • Completed – It displays all your completed requests.

On the tasks page, you can also view the digital forms. To view a form, follow the below steps:

  1. Click on a task tab. For example, let us consider pending tasks.
  2. On the Pending Tasks page, hover over the task and click the ellipsis icon.
  3. Click View Form.

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