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
- Process objects
- Additional modelling objects
Additional modelling objects
In addition to the modeling objects, which are explained in separate articles, there are several other modeling objects: Hyperlink. The Hyperlink object can be used to link to any target. This could…
In addition to the modeling objects, which are explained in separate articles, there are several other modeling objects:
Hyperlink![]() | The Hyperlink object can be used to link to any target. This could be a section in SmartProcess (for example, a knowledge base article) or an external Web site. In the properties, you can enter a name, a description, and the URL to the target location. When the user points the mouse at the hyperlink object, a small window opens in which the user can view and click the link. ![]() |
Timer![]() | The Timer object is used to indicate in the process model how long the processing of tasks should take at most. To do this, the Timer object is modeled between two events. The example shows that a maximum of 7 days should pass between the intermediate event 'Production prepared' and the intermediate event 'Production completed'. ![]() The properties of a timer are a name, which is displayed below the icon, and a description. |
Person![]() | The Person object can be used in a process model to enter internal or external contact persons for specific areas or products with their contact data. After the object from the symbol area has been stored in the process model, the name of the person can be entered. ![]() Since the object person is reusable and can be evaluated in the reporting menue, the magnifying glass can be used to access persons already created in other processes. Das Personen-Objekt kann mit einer Aufgabe per Assoziations-Link verbunden werden. ![]() With a click on the person object, further contact data for the person is visible to the user. ![]() |
Group![]() | The Group object can be used to represent a related block of tasks (partial processes), documents or other artifacts in the process model. When you insert a group, it is in the foreground and may overlay other objects of the process model. You can move the group into the background using the "To back" formatting function. The Group is a display option. The objects modeled in a Group do not technically belong together and are not automatically moved collectively in the process model, for example. |
Text Annotation![]() | With the Text Annotation object, any multilingual free text can be stored in the process model, e.g. to underline special instructions, descriptions or attention points during the execution of the process. The generally applicable formatting options can be used to highlight the text annotation.. |
Rectangle![]() | The Rectangle object offers the possibility to visually separate sections in process groups (e.g. in the process map). A label can be inserted by double-clicking in the middle of the rectangle. The generally applicable formatting options allow the text and rectangle to be moved and colored. If the 'Move object labels' option is activated in the Process designer, the label of the rectangle can also be moved to any position. |
Header![]() | The header element always automatically contains the name of the process and can be inserted at any position of the process model or removed. The text in the header element cannot be changed or deleted. The header is located at the top of the process model for each newly created process. |
Footer![]() | The footer is a central storage possibility for artifacts and other additional information about the process. If a process contains many different types of additional information, these can be listed in this central area in the footer without the actual process model losing its clarity. The heading of the footer element can be changed centrally for all processes in the process management settings. The footer is located at the bottom of the process model for each newly created process. |
Folder Drawing Symbols | The Drawing Symbols folder is located in the symbol area of the Process designer. This folder contains a wide range of symbols that can be used in the process model. ![]() Except for a name that can be inserted in the middle of the object by double-clicking, these objects do not have any extended properties. The position, size and color of the text and the object can be adjusted according to the generally applicable formatting options. If you want to use additional symbols for process modeling, you can add them to the symbol area as user-defined images. |
How did we do?
Object: Artifact Related document
User-defined images as modeling objects













