11.1.1. Process Creation

Before a process can be designed, it must first be identified and created.

To create a process for an application, take the following steps:

1. From the Processes module (inside the Application Tree), double-click on Process Design. It will open a new tab called Process Edit.

*When processes are created in this tab, they are organized into sets of tree-like diagrams. These diagrams are referred to as process trees.

2. In the Process Edit tab, right-click on “[AppName] Processes” and select the Add Process option.
   
3. Selecting Add Process will display the Process Edit window. In this window, users can input the process details. Upon doing so, save the process by clicking on the OK button.
   
   • Type: This is a single-select dropdown field that displays the list of process types.
     • All processes in an organization can be categorized into one of three types: human, state machine, or simple.
       • Human Process: a type of process in which the roles essential to its execution are performed by individuals/users.
         • These users can be used as tools in human tasks, system tasks, common tasks, sub-processes, general aggregation, sum, etc.
       • State Machine Process: a type of process that uses a finite number of states in its execution.
         • Entities have two types of attributes—attributes with a dynamic nature and attributes with a static nature. Dynamic attributes change based on the circumstances and events of the entity. In this system, dynamic attributes can be implemented as “state machine.”
       • Simple Process: a type of process that requires limited efforts for its execution.
     • Depending on the type selected in this dropdown, different features will be displayed in the process toolbox.
       • For more information on this toolbox, click here.
   • Name: This is a text field that allows users to input the name of the process.
     • A process must have a unique name. It cannot use the same name as another process in the application.
   • Title: This is a text field that allows users to input the title of the process.
     • Unlike its name, the title of a process does not have to be unique.
   • Entity: This is a single-select dropdown field that displays the list of entities. It allows users to select the entity to which the process will be linked.
   • Start Manually: This is a checkbox which, if selected, allows users to start the process manually.
     • If this checkbox is left unselected, by creating an instance of the entity, all the processes defined for that entity will be executed.
     • If this checkbox is selected, however, the process will only be executed by calling the custom code.
       • For more information on the process callback API, click here.
   • Specification: This is a hyperlink which, if selected, directs users to the Process Specification Edit window.

*In this window, users can detail the process specifications, including its inputs, outputs, acceptance criteria, and performance indicators.

4. Next, in the Process Edit tab, right-click on the newly defined process and select the Add New Version option.
   

*For more details on the other options provided in this context menu, click here.

5. Selecting Add New Version will generate a new version below the process. Double-click on the newly generated version. It will launch the Process Designer in a new tab.