Editing Custom Processes
You edit a custom process to add constraints, adapt the process steps, or add a relation chain, for example.
Prerequisites
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You have assigned the roles and groups required to perform the operation.
For more information, see Standard Roles and Groups.
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You have permission CustomProcess(Manage).
For more information, see Standard Permissions.
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You know the process types available.
For more information, see Process Types.
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You know the constraints that you want to use for the custom process.
For more information, see Constraints.
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You know the operators for refining constraints.
For more information, see Constraint Operators.
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Optional: You have configured custom operations.
For more information, see Creating Custom Operations.
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Optional: You have assigned entities to relations.
For more information, see Assigning Entities to Custom Relations.
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Optional: You have specified the security setting Skip Authorization Checks for Operations within Custom Processes.
For more information, see Configuring Security Settings.