Login & Startpage
Login and password
Structure of SmartProcess
Customize start page
Elements on the start page
Customize main menu
Full text search
Workflows and Cases
Create Workflows
Workflow objects
Workflow object: Task
Workflow object: Decision
Workflow object: Forward case
Workflow object: Send e-mail
Workflow object: Start, intermediate and end event
Workflow object: Timer
Workflow object: Parallel gateway
Workflow object: Sub-Process
Workflow object: Incoming message
Workflow object: Send form via e-mail
Workflow object: Service/Export
Form designer
Form fields
General field properties
Field: Text / List without multiple selection
Field: Multiple selection list
Field: Multirow text
Field: Multirow formatable text
Field: Number
Field: Date
Field: Date / Time
Field: Function-Fied
Field: Contact selection
Field: Field group
Field: Catalog fields
Field: Data source for processes and documents
Field: Process and Document fields
Field: Wiki
Field: Free input
The form designer
Workflow basics
Process model of a workflow
Workflow Settings
Rights workflow participants
General placeholders for Word reports in workflows
Case processing
Workflow-Applications
Processes
Menu structure & terms
Process modelling
Process objects
Overview: BPMN objects
Object: Task
Object: Sub-Process
Object: Connectors
Object: Events
Object: Gateways
Object: Pool & Swimlane
Object: Artifacts in general
Object: Artifacts IT System, Resource
Object: Data object Input / Output, Adjacent process
Object: Artifacts KPI, Risk, Control, Opportunity
Object: Artifact Related document
Additional modelling objects
User-defined images as modeling objects
The process designer
Create process groups & processes
Formatting and positioning objects
Reuse & copy objects
Process details
List: Details
User-defined fields
List: Actions
List: Documents
Lists: Terms and abbreviations / Requirements
Lists: Indicator (KPI), Risks, Opportunities
List: Process participants
Process description
Publication and access rights
State and version
Publication of processes / documents
Validity
Read and edit access
Read confirmation
Knowledge questions for read confirmation
Additional features for processes
Documents
Documents - menu structure
Create documents
Document details
Edit files directly in Office
Properties and Placeholders in Word files
Documents - State, version, publication and validity
Organization chart
Reporting
Reporting menu
Reporting for processes and documents
Reporting for cases
Saved reports
Share reports
Excel Report Designer (Additional module)
Catalogs
Settings
Users, permissions & organizational units
Authorization profiles
Introduction authorization profiles
Authorization profile - Tab Workflows / Cases
Authorization profile - Tab Processes
Authorization profile - Tab Documents
Authorization profile - Tab Organization chart
Authorization profile - Tab Reporting
Authorization profile - Tab Contact
Authorization profile - Tab User
Authorization profile - Tab Catalogs
Authorization profile - Tab Wiki
Authorization profile - Tab Administration
Authorization profile - Tab Others
Organizational units and roles
Manage users
Representative
Catalogs
Import
Import of data
Contact import
User import
Organizational unit import
Case import
Meta data import for documents
Emails and text modules
Configure application
Language
Automatic translation
Date and time
Login options and views
Settings for process management
Modeling rules
Symbols for processes and process groups
Process view
Settings for document management
Document templates
Document type
Settings for the organizational chart
Display of the logos
Unavailability for cases for dates
Directory services (AD, Entra ID / Azure AD) and single sign-on
User notifications
Password security
IP Filter (only for SaaS Systems)
API Profile (Additional module)
Manage maintenance access (only for SaaS systems)
Word report designer for printouts (Additional module)
AI Function SmartAI (Additional module)
Audit Trail
Initial configuration SmartProcess - Process and document management
Video tutorials
Video tutorials: Business Process Management
Video tutorial for process participants
Video tutorial for working with workflow cases
Video tutorial on audit management
Version & Release notes
Release Notes
Version 24.9 Release Notes
Version 23.10 Release Notes
Version 22.10 Release Notes
Version 22.5 Release Notes
Version 22.3 Release Notes
Version 21.3 Release Notes
Version 9.1.0.10 Release Notes
Version 9.1.0.9 Release Notes
Version 9.1.0.8 Release Notes
Version 9.1.0.7 Release Notes
Version 9.1.0.6 Release Notes
Version 9.1.0.5 Release Notes
Version 9.1.0.4 Release Notes
Version 9.1.0.3 Release Notes
Manuals from previous versions
Version 25.11 Release Notes
Version 25.3 Release Notes
Info about version
General
SmartProcess API
Mobile Web App
HTML field
Contacts
File attachments in SmartProcess
Manage Wikis
Use QR codes with SmartProcess
Contact & Forum
Table of Contents
- All Categories
- Processes
- Process modelling
- Reuse & copy objects
Reuse & copy objects
Some objects in the system can be reused in several process groups or processes. These include: Process group and process (also sub-process ). Task. Swimlanes. Data Object Input / Output. Related doc…
Some objects in the system can be reused in several process groups or processes. These include:
- Process group and process (also sub-process)
- Task
- Swimlanes
- Data Object Input / Output
- Related document (also folder Related documents)
- IT systems & resources
- KPI, risk & opportunity
- Person
For example, if an IT system 'SmartProcess' is used in 10 different processes, the object is created only once and is reused when modeling the other processes. If the properties of the IT system 'SmartProcess' change, they only need to be changed for a single object.
Reuse & Copy when creating objects
If a new object is created in the process model, a name must be defined for it (e.g. for a task).

By clicking on <OK>, a background check is performed to see whether a task with this name already exists in any process in SmartProcess. If this is not the case, the new task is created without further action.
If, however, a task with the same name already exists, the system offers you various options for dealing with this duplication of names:

Create new | A new object is created with the same name but a different ID. This object is not linked to the other object with the same name and has not copied any properties from this object (for example, the task description) |
Reuse | The found object with the same name is inserted into the process model as a link. It is therefore the same object with the same ID that is used in several processes. It is therefore linked to the other object with the same name and has taken over all the properties of it. If an object is edited in any process, this change also affects all the other processes in which the object was reused. If several objects of the same type with the same name have already been created, a list of all these objects opens after selecting 'Reuse'. The desired object to reuse can be selected from that list. ![]() |
Copy | A new object with its own ID is created. The name is taken from the found object and " - copy" is added. The new object is not linked to the other object of the same name, but has taken over all properties from the object with the same name during the copy process (e.g. the task description) |
Reuse objects from the symbol area
In the symbol area of the Process Designer there are further tabs available in addition to the modeling symbols. These include:
- Processes and Tasks
- Inputs / Outputs
- Documents

These tabs can be used, for example, to access all data objects Input / Output that have been created in SmartProcess so far. These can be searched by quick search and inserted into the process model via drag & drop and thus be reused.
Reuse & Copy in the Process Explorer
In the Process Explorer, you can reuse or copy process groups, processes, sub-processes and tasks by right-clicking on them and selecting the <Copy> button.
In this example a process is used for this purpose.

After copying to the clipboard, the object can be pasted into any other process group with another right click and the button <Paste>.
It can now be decided whether the object should be reused or copied.

If <Reuse process> is selected, the process and all sub-processes, tasks and artifacts contained in it will be linked to the new position so that all objects have the same ID as in the original process.

If you select <Create new process as a copy>, a copy of the process from the clipboard is created at the new location according to the pattern "<Process name> - Copy". The original process and the copy have no link to each other after this action.
For process groups and processes it can be further decided whether a copy should also be created for the sub-processes, tasks and artifacts contained in the process or whether these subordinate objects should be reused. If the process group "Test environment" is to be copied in the example, the setting has the following effect:

Reuse contained objects (checkbox not activated) | The process group "Test environment" is newly created as a copy with its own ID. The subordinate objects are linked into this newly created copy. They have the same ID as the original objects. |
Create copy of contained objects (checkbox activated) | The process group "Test environment" is newly created as a copy with its own ID. In this newly created copy, the subordinate elements selected by checkbox are also created as a new copy with their own ID. |
If the process being copied contains sub-processes that have been reused, a copy of the sub-processes is not created in the copy of the process, but the sub-processes are also reused in the copy.
How did we do?
Formatting and positioning objects
