Table of Contents

Process

The process section of the ribbon includes all the buttons needed to successfuly manage Djeeni processes. Here you can create a new process, open an existing one or save, save as or delete the currently displayed process in the editor.

New

In order to create a process, click on a button “New”. A popup window opens with text fields for filling in the name and the description of a new process.

Writing the description is optional. However it is strongly recommended to describe the purpose and manipulations of the process in short, to avoid confusion when versioning or when similar processes are saved on the same account.

Checking the “Clear the processes editor” option will delete the process steps currently displayed in the editor. This is useful when you want to create a process completely from scratch. Leaving it unticked will preserve all the process steps in the editor, which enables you to continue your work saved under a new process name.

Open

To load a previously saved process from the Djeeni cloud, click on the button “Open”. A prompt window appears with the list of all the stored processes and their descriptions. Choose a process from the list and click on the “Open process” button.

Loading processes can take a few seconds (depends on the length of the process in question), so please be patient. When loading is complete, the program will display a notice if there were no errors during the process.

Save

Saving a Djeeni process works a little bit different compared to an ordinary excel file. Because all the processes are saved to a cloud storage on a Djeeni server, clicking on a save button does not save the process into the Djeeni client file itself.

By clicking on this button the process, saved in the cloud, gets updated to the current version displayed in the editor. Therefore, if you close the Djeeni client file and open it again, it may show the empty editor, even if you saved the process before exiting. This does not mean that you lost all the work, you just have to load the needed process with the help of the “Open” button and follow the procedure described in the section above.

The application will notify you with a popup window whether the save attempt has been successful.

Save As

The Save As function works similarly as in any other desktop application. The function is commonly used when trying to save a new version of the process. By clicking on the button a popup window appers, similar to the one that pops up when creating a new process.

Again, there are two empty text fields in the prompt window, first one for the name and the second one for the description of the process. As it is in the case of creating the new process, the description is optional, but recommended for practical reasons. After the text fields are filled with the requested information, click on the “Change process info” button.

The program notifies you in case of the successful save with a popup window.

Delete

To delete a process saved on your account from the cloud storage, first open that process by following the intructions under the Open section. Next, click on the “Delete” button in the process section of the ribbon.

A prompt window appears asking you to confirm the removal of the process from the storage. Choose “Yes”.

A new popup window appears notifying you that the editor is empty and encouraging you to either create a new process or open an existing one.

Execute

By clicking on the “Execute” button, the Djeeni application executes the process currently opened in the editor. In other words, it runs all the process steps specified in the editor view of the process editor, one-by-one as they appear on screen.

To read in detail about the process execution, the problems and errors that might arise and how to debug them, please follow this link.