Create an Automation Process Visual Workflow Process
Use the Automation Process Visual Workflow Process Designer (accessed from within the Automation Process Editor) to create a Visual Workflow Automation Process. Define complex workflow Automation Processes with a visual designer.
To create a Visual Workflow Automation Process:
- Open the Automation Process Visual Workflow Process Designer.
- Define general properties (such as start event and work hours), events (time and event criteria), and actions (such as Run One-Step™ Action or send email).
Important: If you are working with Automation Processes
after a
Protected mApp™ Solution
has been applied to your system, note the following:
- If you create or open an Automation Process Blueprint which has
a
Protected mApp Solution
installed, protected processes have shield icons
.
- If you select a content-protected process and right-click, you cannot delete the process.
- If you edit a content-protected Threshold-Based, or Simple/Event Automation Process, you must use Save As to create a copy.
- If you view Automation Processes in a Blueprint or by opening an Automation .BP file from CSM Administrator, they cannot be edited in any way.
- See Protected mApp Solutions.
Edit an Automation Process Visual Workflow Process
Use the Automation Process Visual Workflow Process Designer (accessed from within the Automation Process Editor) to edit a Visual Workflow Automation Process.
To edit a Visual Workflow Automation Process: