Creating New Process Templates

With the correct authorization, you can use this process to create a new process template. You can define up to 100 process templates for each environment.

Process

  1. Go to Administration and under the Business Process Flows section, choose Process Templates.

  2. Choose New to start the creation of a new process flow.

  3. On the Process Settings tab, provide details such as name and description of the business process flow. You must also enter the controlling model.See Process Settings.

  4. On the Activities tab add activities to represent the flow of the business process. See Activities.

    You can create a new activity as well as duplicate an existing activity and then modify it. You can also change the order of activities.

  5. You can add actions to define the specific tasks users perform within the activities. See Defining Actions.

  6. When you save a new process template, the system automatically validates the template to ensure it is properly defined and completed before saving the template. The result of this validation is shown in the Status column. A template can be Valid or Invalid.

    Template validation is a prerequisite for creating a process.

    Note
    Validation occurs every time that you click Save. So, if you make an interim save to avoid losing your work, you will probably receive some validation errors or warnings. You can view these by choosing See Details next to the warning message. You must solve all validation errors before deploying a template.
  7. Deploy the saved template.

    You can only create process instances based on a template that has been deployed. Once you deploy a template, you cannot make any more changes to it. However, you can create a new version of that template and edit it.

Result

Based on the process template you created, you can generate processes in the Administration screen and perform actions on the process instances. See Creating Process Instances.