Creating a new process

The following procedure summarizes the steps involved in creating a new process. It does not go into detail about each step, however, there are cross references to the relevant section in this manual. Use this procedure as a check list to ensure that you have completed the required steps whilst creating your new processes.

You can create a process only for objects that have the property Is Top Level? set to True.

For information about creating a cross-module triage process, see the Web Access Administrator Guide.

To create a new process:
  1. Start Process Designer and display the Processes tree.
  2. Select the folder for the object that you want to create a process for, then on the Actions list, click New Process.
  3. In the Processes tree, type a name for the process.

To rename a process, right-click the new process, then click Rename.

  1. Expand the Toolbox ().
    Each process must have a Start status.
  2. From the Toolbox, drag Start Status onto the workspace.
    The Select Status dialog appears.
  3. Select the required status, or create a new status.
    For more information, see Statuses.
    Each process must also have an End status.
  4. If required, add the relevant optional action instances to the status.
    For more information, see Optional actions.
  5. As required, add the relevant action instances or automatic action instances. For more information, see Adding a manual action to a process.
    At this stage, you typically want to assign the process to someone, so you need to add an assignment. You can assign the process to a user, a role, or a group. We recommend that you avoid assigning to a named user, in case that person moves job.
    These are commonly referred to as automatic assignments. For more information, see Assignments.
  6. If required, add any Tasks that must be completed.
  7. If you have added a Task to the process, you may need to add a decision or precondition. This is a question, such as "Are all Tasks completed?". If the answer is No, the process cannot continue to the next stage. If the answer is Yes, the process can continue.
    For information about adding a condition to a process, see Preconditions.
  8. If required, add any Decisions.
    For more information,see Decisions.
  9. Link the items together.
    For information,see Linking the process together.
  10. When you have completed designing your process, click to save the changes and validate the process.
  11. You now need to activate your process.
    For more information, see Validating and activating processes.
  12. You may want to set this process as the default process. If so, in the Properties grid, set the Is Default? property to True.