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Introducing the new Process Builder

  1. In the Design App design page page, click on the Processes menu on the left, and then on the Design Processes button along the top.


  2. This is the Process Builder.There are 3 main areas in the Process Builder. On the top (red), the Navigator panel contains a list of processes together with the action buttons on the right. On the left (blue), this is where the element palette is placed by default. One can move it around to suit one's style. The main panel in the middle is the Graph area (green) that contains the actual process diagram.




  3. Click on the edit icon under the process name in the Navigator. This brings up the properties dialog where you can edit the process details. Take note on the default workflow variable called status.




  4. Add Participants into the process by clicking on the green add button under current Participant. Participants represent users or roles that perform a certain task. Click on the edit button while hovering over the participant name to set its properties.


  5. Add Activities, Tools and Routes into the process diagram. Activities represent forms which require human interaction. Tools represent system or automated tasks, and routes are decision points. Use Transitions to link them all together in a flow. You may either expand your design by connecting from existing nodes or by dragging the required nodes from the element palette into the process diagram.  






  6. Ensure that the process has a proper Start and End. Click on Deploy at the top right to deploy the process to the server.

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Incorporating the Process into the Userview

  1. In the the Design App design page, click on the name of an existing userview to launch the Userview Builder.
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  2. Drag a Run Process element into a menu category. This menu element allows the user to start a process from the userview.
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  3. Click on Properties of the Run Process element and select the process to run.
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  4. Drag an Inbox element into a menu category. This menu element provides the user with an inbox to manage their assigned workflow tasks.
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  5. Save the userview, and you will be able to run and perform assigned tasks in the published userview.
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Related Tutorials

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