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The first step while creating a process flow is to design the process flow using Process Designer. To create a process flow:
Click Configure > Process Flow > Create Process Flow.
On Create New Process Flow screen, provide the values corresponding to the fields.
Enter the details in the Name and Description fields.
Note In the description field, alphanumeric and few special characters (_ - . : , @ $ ? \ { } [ ] ( ) and space) are allowed. The description, however, must start with an alphabet, underscore, or number. Select the Project from the Project field.
Click Done.
Process Designer window will display. You can design a process flow using two methods.
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Steps to design a process flow using blank activity:
Once the required elements are dragged to the Canvas area and proper labeling is done, it is necessary to connect them in order to design a business flow.
Once the required elements are connected with appropriate control flow, the next step is to attach the activities with elements. To attach Connect Server activities with elements:
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Steps to design a process flow using pre-configured activity:
If you want to save the process flow on your local hard disk then click Save Process Flow Locally button on Toolbar. Else, Autosave feature will save the process flow at defined time interval. |
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