Goal: Control visibility, manage owners/editors, and recover or restore versions to keep processes accurate and usable.
Edit owner / editors #
Each process can be managed by a separate group of users. As a detault the process is owner by the original creator but ownership can easily be updated:
- Open the relevant process or activity.
- Select “Responsibilities”.
- Turn on Edit mode.
- Search and add users or adjust existing ones.
- Click “Save changes”.
Process visibility #
To change process visibility go to ‘Process settings.’
Let’s briefly summarize which user groups that can see your process:
- Editors: Default for new processes. Visible to owner and editors only.
- Members: Visible to users with one or more process roles.
- Public: Visible to all users (see user rights and permissions).
Processes can also be in different states:
- Frozen: Visible to participants; no edits allowed.
- Deleted: Viewable only by users with “Manage processes”. Restorable for a limited time.
Tip: Freeze a process to complete long-running cases on the old version while introducing a new one.
Auto-saves #
Gluu auto-saves while you edit and keeps a temporary backup. Changes are stored long term when you exit Edit mode.
Change log #
Open the Change log from the toolbar to view backups and previous versions.
Restore from earlier saves #
- Activate Edit mode.
- Open “Change log”.
- Preview the backup/revision/version for the page you’re on.
- Click “Select attributes to restore”.
- Choose which attributes to restore (selected = previous; deselected = current).
Activities that exist only in one version are kept. You can still delete them later in the editor.
Restore a specific activity #
- Turn Edit mode on (process diagram).
- Click the activity restore icon.
- Choose the activity to restore.
- Place it in the correct position.
