Running processes

Install plentyBase

You need plentyBase to create and run processes in the PlentyONE back end. You can download the installation files for plentyBase in the plentyMarketplace.

Once you’ve finished creating a process under Setup » Processes, you’ll be able to run it in the Processes menu.

1. Running a process

Proceed as described below to run a process. Note that you can only see those processes that have been assigned to your user account or that have been assigned to your role.

Assigning rights

Users with roles that are not of the type Administrator can only see certain sections and menus in PlentyONE. This means they only have limited access to the system. If employees see and run processes, they need at least the following rights:

  • Processes > Read

  • Processes > Update

Tip: How to grant rights

Note that only users with roles of the type Administrator can grant rights.

Assigning rights:

  1. Open the menu Setup » Account management » Roles.
    → The roles overview opens.

  2. Click on New (add).
    → The role creation menu opens.

  3. Enter a name for the role.

  4. Switch to the advanced mode by toggling Advanced (toggle_on) slider.

  5. Assign the rights for the respective section by ticking the check boxes indicated above.
    Note: You can either grant rights for complete sections or limit the rights you grant the user. To only grant limited rights in a certain section, expand the section.

  6. Save (save) the settings.

The simple mode and advanced mode are connected. If you check menu visibilities in the simple mode the corresponding permissions in the advanced mode will be checked automatically. The connection only exists in this direction. If you check permissions in the advanced mode no menu or plugin visibilities will be checked automatically.

Running a process:

  1. Open the Processes menu.
    → The available processes are displayed.

  2. Click on a process.
    → The process is displayed and it has the status Waiting.

  3. Click on Start.
    → The process starts.
    → Bars in the Work steps tab show the progress of the individual process steps.
    → Depending on the process, input may be required from the user.