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en:user_guide:first_process [2023/08/04 22:10]
tiger [Know your process] 		en:user_guide:first_process [2023/08/04 22:21] (current)
tiger [Know your process]
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     - Open the //master data// worksheet and go through the entries in it one by one. For each entry:     - Open the //master data// worksheet and go through the entries in it one by one. For each entry:
     - Open the corresponding //source worksheet//     - Open the corresponding //source worksheet//
-    - Identify every separate cell or range on the //target template// that you can fill in a simple step. E.g. +    - Identify every separate cell or range on the //target template// that you can fill in a simple step using the current //source worksheet//. E.g. 
       - set a cell or a range to a fix value (either constant or taken from the source worksheet or calculated using other fix values);        - set a cell or a range to a fix value (either constant or taken from the source worksheet or calculated using other fix values); 
       - find a cell with a certain value in a range to use the value or the location (row number or column letter) of the found cell later.       - find a cell with a certain value in a range to use the value or the location (row number or column letter) of the found cell later.
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 ===== Edit/Remove process steps ===== ===== Edit/Remove process steps =====
  
-You have your first process in the [[en:user_interface:start|Process Editor]]. Select any process step by clicking on its name in column A. The selected process step becomes the //current process step// having a dark background and white text colour.+You have your first process in the [[en:user_interface:start|Process Editor]]. Select any process step  
 +  - on the visual editor by clicking on the process step. The selected process step becomes the //current process step// and gets a red colour frame 
 +  - on the detail editor by clicking on its name in column A. The selected process step becomes the //current process step// having a dark background and white text colour.
  
-You can insert a new process step before the current process step by selecting the new process step on the Process Toolbar and then clicking on the Before button.+You can insert a new process step before the current process step by selecting the new process step on the Process Toolbar and then clicking on the Insert button.
  
 You can remove the current process step by clicking on the 'Remove' button. Important: Avoid clicking on 'Clear' as it removes all steps (i.e., clears the editor)! You can remove the current process step by clicking on the 'Remove' button. Important: Avoid clicking on 'Clear' as it removes all steps (i.e., clears the editor)!

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en/user_guide/first_process.1691179826.txt.gz · Last modified: 2023/08/04 22:10