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#Set up process catalogs

A catalog groups processes and agents into sections and is assigned to people; they then find it in the Execution app, and can start what has a production deployment and a manual start.

The Catalog management tab of User management: the catalog "Finance" with 1 process group, 2 processes and 1 user. Callouts mark (1) Create catalog, (2) Assign, for the people who see the catalog in the Execution app, (3) Add group, for its sections, here called process groups, and (4) the section "Invoicing" with its process and agent.

#How a catalog reaches people

flowchart LR
  C["Catalog<br/>Finance"] --> S["Section<br/>Invoicing"]
  S --> P["Process<br/>Order to invoice"]
  S --> A["Agent<br/>Support assistant"]
  C -- "assigned to" --> U["People"]
  U --> E["Execution app:<br/>All catalogs"]

#Create a catalog

  1. Open Users in the Designer, tab Catalog management, and click Create catalog.
  2. Give it a name, optionally a description and an icon, and the names of its first sections.
  3. Under Process groups, Add group adds a section. A section's Assign processes picks its processes and agents on two tabs.
  4. Under Assigned users, Assign picks the people who see the catalog.

A person's catalogs can also be set from their row on the Users tab: Assign catalogs.

⚠️ In the Designer the sections are called process groups — the same name as the groups in a project, but a different thing.

⚠️ Every assignment dialog replaces the whole list with what you save.

#What people see

In the Execution app, All catalogs shows the catalogs assigned to them — see Start a process from a catalog.

  • Every process of a section is listed, also one that is not deployed. It can only be started when it has a production deployment and a start event with Manual start.
  • An agent opens a chat.

#Limits

  • ❌ Catalogs are assigned to people one by one, not to a group.
  • ❌ Sections and catalogs cannot be put in an order; processes are listed alphabetically.
  • ⚠️ A catalog decides what a person is offered, not what they may open: it is not an access control. See Roles and permissions.
  • Deleting a catalog removes its sections and assignments; the processes stay. A deleted process disappears from every catalog.