Skip to main content
Version: Next

Getting Started Guide for Designers

Welcome to the getting started guide for Avanteam Process Suite (APS) v23. This document is designed to help designers, integrators and architects get started with the platform tools to transform business needs into high-performance digital applications.

As a designer, you have access to a powerful low-code environment for modeling your processes, while maintaining complete openness for specific .NET extensions.

Prerequisites​

To start designing on APS v23, make sure you have the following elements:

  • APS Instance: A configured and accessible working instance.
  • Access Rights: The necessary permissions to access Process Studio.
  • Technical Environment (for extension development):
    • Visual Studio 2019 or newer.
    • .NET Framework 4.8 SDK.
    • Node.js (version 10 or 16 via Volta recommended).

The Design Environment: Process Studio​

Process Studio is the central configuration tool. Accessible via your browser, it allows you to manage the entire lifecycle of your applications visually.

Process Studio welcome interface

The interface is organized by functional modules, each addressing a building block of your solution. For efficient onboarding, we recommend following the logical creation order described below.

To build a robust and scalable application, follow these 5 key steps:

1. Organization Structure 🏢​

Before creating forms, define who will use the application.

  • Model the organizational chart (Companies, Departments, Services).
  • Manage the user directory and security roles.
  • Learn more: Organization & Resources

2. Data and Forms 📝​

Define the structure of information to collect.

  • Use the visual designer to create input interfaces.
  • Configure business rules and automatic calculations.
  • Learn more: Forms & Data

3. Logic and Workflows ⚡​

Automate information flow and decision processes.

  • Model your validation circuits graphically (BPMN).
  • Add automatic actions during state changes (email sending, data updates).
  • Learn more: Workflows & Processes

4. User Experience and Navigation 🌐​

Assemble the final interface for your users.

  • Design custom browsers and menus per profile.
  • Create interactive portals and dashboards.
  • Learn more: Navigation & Portals

5. Finalization and Localization 🌍​

Prepare the application for global deployment.

Architecture and Advanced Development​

For projects requiring extensive customization or complex integrations:

  • Technical Architecture: APS v23 is based on a multi-project .NET Framework 4.8 architecture. Learn more about the architecture.
  • Integrations & APIs: Connect APS to your IT systems via REST or SOAP services, or by developing specific agents. See integrations.
  • Artificial Intelligence: Enhance your processes with automatic classification or AI assistants. See AI modules.
  • Mobile: Adapt your tools for field use on smartphones and tablets. See mobile development.

Productivity Tools​

To facilitate maintenance of your solutions, familiarize yourself with:

Tips and Best Practices​

  • Favor standard features: Always use Process Studio's native functionalities before resorting to specific development. This greatly facilitates maintenance and future version upgrades.
  • Think modularity: Structure your forms and workflows in a granular way to enable optimal reuse.

📚 Related Articles​

Support Contact

If you encounter difficulties with a configuration point, feel free to consult the configuration guides by solution or contact Avanteam support.