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    Home  >   FAQs   >  What are Process Designer components?
    FAQs in this section
    What is Vtiger CRM Process Designer? What are the benefits of using Process Designer? What are the feature and edition availability for Vtiger CRM? What is a business process in the process designer? What is a Flowchart in the process designer? What is a Workflow in the process designer? What is a Process Designer? What is a process design? What is Process Designer Components Menu? How to add an action in the process designer? How do I add a condition in the process designer? How do I add Wait Time in the process designer? How do I add a label in the process designer? How can I delete a component in the process designer? What are Vtiger CRM Process Designer keyboard shortcuts? How to go access the Process Designer module? How to create a process flow for a business process? What are process design versions? How do I activate and deactivate process design versions? How do i I access Process Designer Summary View? How to view Process History for process design versions? What are actions available in the process design versions? What are the actions available in process design records? Can I link flows in the Process Designer to multiple loops? What is Fetch Records action in Process designer? What is Vtiger's Data Source Designer? What is Zero-Copy Integration? What are the benefits of Zero-Copy Integration? Which merge tag should I use to dynamically display the current page number? How do I fetch data from Vtiger using the Code Editor? How do I create a virtual module in the CRM? How do I use the Unique Record Identification (Key ID) for the Virtual modules in the mobile app?

    What are Process Designer components?

    Table of Contents
    The Add Process screen is where you create flows for your business processes. It has the following 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:
    1. Select the Lasso tool, + mark pops up.
    2. Hold and select all the components that you want to reposition.
    3. 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:
    1. Select the Add/Remove Space tool.
    2. Place the Add/Remove Space tool where you want to adjust the spacing (remove or add spaces length or breadth-wise).
    3. 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:
    1. Click Trigger.
    2. The Trigger Properties window opens up.
    3. Select a Trigger On option.
    4. Select a Recurrence option if chosen Update (Includes Creation).
    5. 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:
    1. Save - Clicking Save saves the configurations for a component. If saved successfully, the Saved notification is displayed.
    2. Save and Publish - By clicking Save and Publish, you can publish a process design.
    3. Save as Draft - Clicking Save as Draft, you can save a process design and edit or delete it later.
    To know more about the Process Designer, click here.
     
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