ServiceXG Basics

View or update the WriterXG process definitions

The Processes window contains the basys business processes from which the WriterXG best practice templates pull data. In other words these are the basys business functions that produce documents. You have the Processes and Process Key Definitions you need for the WriterXG best practice templates, but if you'd like to view or change a certain Process ID value use these instructions.

With the Process ID, Description, and Process Key Definition defined, the next step is to select the key (if one is part of the definition), and link it to an associated WriterXG template in the Process to template links window. See Process to template links.

Go to:Home > System Administration > WriterXG > Processes

This window contains the:Process ID—the basys business function that produces a document.Description—the letter, statement, check, etc. that is produced by the process.Process Key Definition—the basys business process and its associated qualifier (draft, fund, year, or form). Not all process key definitions will include a qualifier.Example: The Batch Pension Statement’s Process Key Definition is: [PROCESS_ID]*[FUND]. This means the process needs a fund defined to link to the template. In the Process to Template Links and Template to Process Links windows, you select the particular fund for the Batch Pension Statement process and link it to the template. Export to CSV FileIf you need to export the grid data for the processes to a .CSV file, follow these instructions.Access the Processes screenIn the Processes table, select the Process ID you want to export.Click to export.Name your exported .CSV file and ensure it is in the desired location. Click save. A pop-up appears to notify you when the data is exported.

Update the process ID, description, or process key definition

1. To update an existing Process ID, Description, or Process Key Definition, select the process row in the table and then modify the appropriate field value.

2. Click to apply your changes.

3. If you’re done making changes, click OK to save your updates and close the window or click Apply and keep the window open.