BusinessPad

Selected UX case · Экшн

Process Variables

Letting process owners define the data a process collects, and decide at which stage each value is entered, without code.

List of variables in a draft process with name, description, format, type and actions, filters for All / Fields / Variables, and a changes counter next to Save

01 Context

A process is stages plus the data they collect.

In BusinessPad, business processes are built on a canvas: stages, transitions and the roles responsible for each stage.

Variables are the data a process carries, for example a registration number, a signing date or a file. Each variable can be entered or used at specific stages.

Process canvas with swimlanes for department, lawyer and director, four stages, and a settings panel with a «Поля и переменные» block for the selected stage
The process canvas, with fields and variables configured per stage.

02 Problem

Two questions, often mixed up.

Setting up a variable means answering two questions: what the data is (name, format, limits, default) and what happens to it at each stage (who enters it, with what hint).

Asking both in one long form makes it hard to see what has been configured and where.

03 Design approach

Define the variable, then attach it to stages.

Adding a variable is a two-step form: first the variable itself, then the action for each stage it is used in. A step indicator at the bottom shows where the user is.

Variables can be added from the process’s variables tab or from a stage on the canvas, and both paths lead to the same forms.

Business process «Согласование коммерческого договора» on the Variables and fields tab, with the empty state «Поля и переменные отсутствуют»
Adding a variable to a process · 1 / 4 · No variables yet

04 Solution

Changes are collected, then saved.

Editing a process puts it into a draft. Variables appear in a list with their format and type, can be reordered by dragging, and changes are counted next to the Save button until the draft is saved.

In a running instance, the same variables open in a side panel next to the instance’s data.

List of variables in a draft process with name, description, format, type and actions, filters for All / Fields / Variables, and a changes counter next to Save
  1. 01

    Draft status

    The process is being edited.

  2. 02

    Fields or variables

    One list, filtered by kind.

  3. 03

    Drag to reorder

  4. 04

    Format per variable

    String, link, date, flag, file.

  5. 05

    Changes counted

    Nothing is applied until Save.

Running instance «Бюджет расходов на август» with a «Поля и переменные» side panel listing variables and their values
Variables of a running instance, in a side panel.

05 Key decisions

Key decisions

  1. 01

    What and where, in two steps

    The variable is defined once, then attached to stages.

  2. 02

    Two entry points, one form

    From the variables tab or from a stage on the canvas.

  3. 03

    Draft before publish

    Edits collect in a draft with a visible change count.

  4. 04

    Format drives the form

    Number, list, date, flag, file, link and string each have their own settings.

  5. 05

    Rule of three

    Lists designed for no, one and many variables and stages.

06 Outcome

What was designed

Flows for adding a variable to a process and to a stage, settings for each variable format, access rights, and the variables view in a running instance, with empty, single and many-item states.