Global Templates

The Global Templates module allows the Super Admin to configure elements that will be shared and reused by all Tenants across the platform.

This ensures standardization and scalability of the system. By updating a global template, changes are reflected in corresponding processes across all environments.

Global Elements

The platform currently supports the following elements at the global level:

1. Global Process Definitions

BPMN processes and CMMN cases that do not belong to a specific tenant. These process models serve as templates and can be instantiated within the context of any tenant.

NOTE

When creating a new global template, uploading an XML file (.bpmn or .cmmn) is optional. If no file is provided, the platform automatically generates a valid default schema based on the selected type.

2. Global Document Types

For forms and processes that require document uploads, you can create global Document Types (e.g., "ID Card", "Proof of Address", "Service Contract"). When managing document types in this area:

• The system binds the type to the global process.
• The Document Type becomes available for forms using that template.

3. Global Attachments

Document templates (physical files, contract templates, and reports) tied to global processes are not bound to a tenantId. Instead, the system uses an is_global flag and physically stores the files in the global/ folder in the storage provider (S3, local disk, etc.). This ensures isolation and prevents data leakage from tenants to public directories.

4. Global Variables and Forms

The variables configured in the Global Templates context form the baseline data vocabulary for forms (e.g., SmartDocs and FlowableForms) used across the platform for a specific process.

How to Manage

1. Navigate to Administration > Global Templates in the sidebar.
2. Select the desired Process.
3. Use the tabs to manage:
   • General: Base process definitions.
   • BPMN/CMMN: Model diagram viewer (if applicable).
   • Document Types: Create, edit, activate, or suspend document types required for this process.
   • Variables: Define the data fields and expected types for global forms.

NOTE

Only the Super Admin profile can manage global resources. Users with the Admin (tenant) profile only manage their local processes via the Administration > Local Definitions menu.