FAQs in this section
What are Process Designer components?
The Add Process screen is where you create flows for your business processes. It has the following components:
Let us now learn about these components.
- Left Menu bar
- Trigger and Trigger Properties
- Process Details
- Save options
- Save as Draft
- Save and Publish
- Save
Let us now learn about these components.
- Left Menu bar: Left menu bar has the following tools:
- Lasso Tool: Lasso tool helps you collectively select multiple components at once and reposition them at your desired location.
Follow these steps to access the Lasso tool:
- Select the Lasso tool, + mark pops up.
- Hold and select all the components that you want to reposition.
- Drag and drop the selected area to your desired location.
With this, you have successfully repositioned your flowchart components.
- Add/Remove Space tool helps you with spacing adjustments letting you add or remove spaces in your flowchart.
Follow these steps to access Add/Remove Space tool:
- Select the Add/Remove Space tool.
- Place the Add/Remove Space tool where you want to adjust the spacing (remove or add spaces length or breadth-wise).
- Drag and drop the selected area and respace accordingly.
With this, you have successfully respaced your flowchart components.
- Zoom In - Clicking Zoom In maximizes the view of a process design.
- Zoom Out - Clicking Zoom Out minimizes the view of a process design.
- Zoom Reset - Clicking Zoom Reset resets the process design to a normal view.
- Trigger and Trigger Properties
The Trigger component allows you to choose when to trigger a process.
You can trigger a process under the following conditions:
- Create - Triggers a process when a record is created.
- Update (Includes Creation) - Triggers a process when a record is updated. Selecting Update allows you to select how to trigger a process:
- First-time record is saved - Triggers a process only the first time a record is saved.
- Every time record is saved - Triggers a process every time a record is saved.
Follow these steps to access the Trigger symbol:
- Click Trigger.
- The Trigger Properties window opens up.
- Select a Trigger On option.
- Select a Recurrence option if chosen Update (Includes Creation).
- Click Save. The Saved notification is displayed.
With this, you have successfully set up Trigger for a process on the Process Designer.
- Process Details - Clicking Process Details lets you edit the Name, Module, Status, and Assigned to details for the specific process design record.
The following Save options are available:
- Save - Clicking Save saves the configurations for a component. If saved successfully, the Saved notification is displayed.
- Save and Publish - By clicking Save and Publish, you can publish a process design.
- Save as Draft - Clicking Save as Draft, you can save a process design and edit or delete it later.