Frequently asked questions (FAQ)
Welcome to the FAQ section! Here answers to typical questions that may come up while working with Pantarey can be found.
Processes
How do I start a new process?
Open the "Overview" area. There all available start events are listed. Select the needed process and follow the instructions.
Why don’t I see any processes to start?
Possible reasons:
- No start event has been published yet.
- There is no permission for specific processes.
Tip: Contact the administrator if access is needed.
Data management
How do I create new data structures?
Go to the “Data Designer”. There it is possible to create new data schema, add fields, and generate forms automatically.
Can I edit existing records?
Yes. In the “Database” area it is possible to open, modify, and save records – provided there is the necessary permissions.
What happens if I delete a data schema?
All records associated with that schema are permanently deleted.
⚠️ Caution: Double-check before deleting a schema.
Can I change attributes in a data schema later?
Yes. it is possible to add, modify, or remove fields. Existing data remains intact as long as the changes are compatible.
How does linking between records work?
Define a field as a reference. This allows linking, for example, an order with the corresponding customer.
Users and tasks
Where do I find my current tasks?
In the “Overview” under the “My tasks” tab. it is possible to view, process, or complete tasks there.
Why don’t I see any tasks?
Possible causes:
- There are no open tasks.
- There is no permission for certain tasks.
- The process has not been started yet.
Can I reassign tasks to colleagues?
No. Tasks are assigned directly to a person or group. Talk to the administrator if tasks need to be redistributed.
How will I know when a new task is assigned?
Pantarey can send automatic email notifications when new tasks are assigned – depending on the process configuration.
Can I complete multiple tasks at once?
Yes. If tasks are grouped (e.g., several vacation requests), it is possible to perform bulk actions.
Permissions & roles
Why can’t I see certain data or processes?
There is probably a lack of required permissions. Pantarey only shows content when the corresponding roles or group rights are present.
How can I grant permissions to someone else?
Only administrators can assign permissions. Management is handled in the “Administration” area.
What is the difference between roles and groups?
Roles define what actions are allowed (e.g., read data or start processes). Groups define which areas members are responsible for (e.g., vacation approvals).
How can I restrict permissions for a data schema?
In the Data Designer it is possible to configure, per schema, which groups are allowed to read, write, or delete records.
Can I see who has access to what?
Yes. The user management shows roles, groups, and individual permissions per user.
Process monitoring & troubleshooting
Where can I see if a process finished successfully?
The “Process Explorer” lists all instances of a process including their status.
How do I find out why a process failed?
Failed instances are highlighted in red. Open them to see the step where the issue occurred and why.
Can I restart a failed process?
Not automatically yet. it is possible to start the process again manually – reusing the same input if needed.
Templates
What happens when I import a template?
Pantarey automatically creates all included processes, data structures, and configurations.
Are there updates for templates?
If automatic updates are enabled, new versions of a template are applied automatically.
How do I find suitable templates?
In the “Templates” area it is possible to filter by keywords, categories, or names.
Can I create my own templates?
Not via the UI at the moment. If similar processes are regularly used, feel free to contact us.
Automation & emails
When is an email sent automatically?
Whenever a service task in the process model is configured accordingly.
Can I send emails to dynamic recipients?
Yes. Use JSONata to calculate recipients based on form inputs or data models.
What if an email is not delivered?
Check the process instance and the service task. A valid address may be missing or the mail server might have rejected the message.
Can I send attachments via email?
Yes. Files generated or uploaded during the process can be added as attachments.
How can I confirm that an email was sent?
The service task returns a response that is visible in the process execution.
Best practices & tips
How do I identify areas for process improvement?
Use the Process Explorer, analyze bottlenecks and error rates, and talk to the people involved.
How do I prevent users from entering incorrect data?
Use required fields, suitable data types, and ENUM values in the data model to avoid input errors.
Should I model processes in a simple or detailed way?
Start simple – every additional step increases complexity. it is possible to add details later.
How can I automate recurring tasks?
Use service tasks or scheduled start events (e.g., “Send status report” every Monday morning).
Can I disable processes without deleting them?
Yes. Remove the start event or revoke the start permission. The model remains but cannot be launched.