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What are Process Designer components?

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The Add Process screen is where you create flows for your business processes. It has the following components: 
  1. Left Menu bar
  2. Trigger and Trigger Properties
  3. Process Details
  4. Save options
    1. Save as Draft
    2. Save and Publish
    3. Save

Let us now learn about these components.
 
  1. Left Menu bar


Left menu bar has the following tools:
  1. 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.
  1. Add/Remove Space 
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.
  1. Zoom In - Clicking Zoom In, maximizes the view of a process design.
  2. Zoom Out - Clicking Zoom Out, minimizes the view of a process design.
  3. Zoom Reset - Clicking Zoom Reset, resets the process design to normal view.
 
  1. 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.
 
  1. Process Details - Clicking Process Details, lets you edit the Name, Module, Status, and Assigned to details for the specific process design record.
 
  1. Save
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 - 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 at a later time.
To know more about the Process Designer, click here.
 
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