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--- 76:manage_process_release [2021/02/25 04:18] – emr
+++ 76:manage_process_release [2024/02/15 00:00] (current) – external edit 127.0.0.1
@@ Line 21: / Line 21: @@
 Automations can be defined for multiple purposes, e.g. for a simple process release, for a more complex review and approval, or for approval of a process tailoring.
-To create and modify automations, go to ''Administration > Process Release > Automations''.
+To create and modify automations, go to ''Administration > Process Release > Automations''. If you are not able to see those menus, ask your Stages administrator to [[:76:users_groups_permissions|add the respective permissions]].
-If your system has been upgraded from a previous Stages version and does not contain any pre-defined automations yet, you can download [[:76:reviewandapproval.xml?media=76:reviewandapproval.xml|a sample automation here]]. To import, log in with administrative access, go to ''Administration > Process Release'' and click or tap ''…'' in the top right corner. Then select ''Import'' and upload the sample automation.
+A sample process release automation consist of the following steps:
+  * Create a new process version
+  * Send email notifications to the reviewers
+  * Wait for their review to finish
+  * If all reviewers finished their review with "OK"
+      * Release the process version and mark it as valid
+      * Mark the previous valid version as obsolete
+      * Send email notification to all process users
+  * If any of the reviewers finished their review with "NOT OK"
+      * Mark the process version as invalid
+The following video shows how to create this automation in Stages:
+{{ youtube>gGhm3ZIAgKM?large&rel=0 }}
+//HINT://  if you are unable to watch the video via YouTube, you can [[https://public.methodpark.de/videos/HowToCreateSimpleProcessReleaseAutomation.mp4|download it from the Method Park website]].
+You can also use the predefined {{:76:reviewandapproval.xml|sample "Review and Approval" automation}}  (click right and select "Save Link As" or similar) to build your own automation. To import, log in with administrative access, go to ''Administration > Process Release > Automations''  and click or tap ''…''  in the top right corner. Then select ''Import''  and upload the sample automation.
+Of course, the Stages consultants are also happy to help with process automations.
+//HINT://  to successfully use the "Send E-Mail" automation step, an email server needs to be configured on your server. If you do not receive any emails testing while testing an automation, ask your Stages administrator if this information is correctly configured in the ''<notification>''  section of the ''config.xml''  file.