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:

  1. Open the Automation Process Visual Workflow Process Designer.
  2. 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).

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

To edit a Visual Workflow Automation Process:

  1. Select Automation Processes, then Create a new Automation Process Blueprint.
  2. Right-click on an Automation Process and select Edit process.
    The Visual Workflow Process Properties window opens.
  3. Select Save in the Visual Workflow Process Properties window.
    The Automation Process Visual Workflow Process Designer opens.
  4. Edit your Automation Process.