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: 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:

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.

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:

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.