Business Processes

CityScreen Deals includes a built-in BPMN 2.0 process engine. A business process is a workflow that the organization models once and the engine executes every time — assigning tasks to people, sending emails, creating documents, updating records, and moving deals through stages without manual coordination.

The process automation module must be enabled for the organization by CityScreen staff before it becomes visible. Once enabled, the Business Processes and Tasks sections appear in the main navigation.

What the engine covers

The engine is a full BPMN 2.0 runtime. The entire standard BPMN palette is available in the diagram editor — gateways, timer events, signal events, sub-processes, boundary events, and more.

Three element types have a guided interface that presents CityScreen Deals concepts directly:

User Task — assign work to an employee, pick candidate groups, attach a form.
Service Task — call a CityScreen Deals entity service (create a document, update a customer) or send documents by email.
Script Task — write and preview a script.

Everything else on the palette is configured in the generic properties panel, where the designer edits the element’s BPMN attributes directly. Using these elements effectively requires familiarity with BPMN notation.

Core concepts

Concept	Meaning in CityScreen Deals
Process	A reusable workflow definition — a BPMN diagram with its tasks, gateways, and events. Each process belongs to one organization and can be activated or deactivated independently.
Version	Every time a process is published, a new version is created. Running instances are not affected by a new version — they finish on the version they started on.
Process instance	A single run of a process definition. The top-level navigation calls these "Instances"; the per-process tab calls them "Executions" — both labels refer to the same thing. See terminology for the full disambiguation.
Task	A unit of human work created by the engine when a process reaches a user-task step. The engine assigns the task to an employee or offers it to an employee group. Tasks appear on the Tasks page and are completed through forms.
Incident	An error recorded when a process step fails at runtime — for example, a script error or a failed email delivery. To recover from an incident, migrate or delete the affected instance.
Form	A set of fields presented to the employee when they open a task. Forms are defined separately, deployed to the engine, and referenced from user tasks in the diagram.

Concept

Meaning in CityScreen Deals

Process

A reusable workflow definition — a BPMN diagram with its tasks, gateways, and events. Each process belongs to one organization and can be activated or deactivated independently.

Version

Every time a process is published, a new version is created. Running instances are not affected by a new version — they finish on the version they started on.

Process instance

A single run of a process definition. The top-level navigation calls these "Instances"; the per-process tab calls them "Executions" — both labels refer to the same thing. See terminology for the full disambiguation.

Task

A unit of human work created by the engine when a process reaches a user-task step. The engine assigns the task to an employee or offers it to an employee group. Tasks appear on the Tasks page and are completed through forms.

Incident

An error recorded when a process step fails at runtime — for example, a script error or a failed email delivery. To recover from an incident, migrate or delete the affected instance.

Form

A set of fields presented to the employee when they open a task. Forms are defined separately, deployed to the engine, and referenced from user tasks in the diagram.

Section overview

Page	What it covers
Modeling a Process	The diagram editor, autosave, and the difference between guided and generic elements.
User Tasks & Forms	Assigning work to employees and groups, attaching forms, and how candidate groups resolve to employee groups.
Service Tasks	Calling CityScreen Deals entity services and sending documents by email from a process.
Script Tasks	Writing and previewing scripts, and the difference between the browser preview and the production engine.
Publishing & Versions	Draft, publish, version history, and migrating running instances to a new version.
Starting a Process	Manual start, automatic start on entity events, and controlling who can launch a process.
Working on Tasks	The task list, opening a task, filling the form, and completing it.
Instances & Incidents	Viewing running instances, reading incident details, and recovering from failures.

Page

What it covers

Modeling a Process

The diagram editor, autosave, and the difference between guided and generic elements.

User Tasks & Forms

Assigning work to employees and groups, attaching forms, and how candidate groups resolve to employee groups.

Service Tasks

Calling CityScreen Deals entity services and sending documents by email from a process.

Script Tasks

Writing and previewing scripts, and the difference between the browser preview and the production engine.

Publishing & Versions

Draft, publish, version history, and migrating running instances to a new version.

Starting a Process

Manual start, automatic start on entity events, and controlling who can launch a process.

Working on Tasks

The task list, opening a task, filling the form, and completing it.

Instances & Incidents

Viewing running instances, reading incident details, and recovering from failures.