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How to create your first process?

To create your first process, go to the “My Processes” section on the side menu. Then, click the “New process” button to start a new process.


This will automatically open a new window in which you will see all pre-set forms (templates), such as “Employee Expense Reimbursement” or “Fulfil Purchase Order”.

These forms have already been modelled and have an initial configuration, which means they are ready to be executed. Simply assign roles or users to your tasks and launch your business process.

Create your process from scratch

If you do not wish to start any of the pre-set processes through templates or you want to create your process from scratch, just click on the “From scratch” button that appears in the window.

Name and identify your process

Before you begin to set up and model your process, you need to perform two actions: 1) Name your process y 2) Assign it an ID, as shown in the image below.

The assigned ID will be unique for each process. Once you have selected an ID and saved the process, you will not be able to modify it. If, for any reason, you eliminate a process from your account and you would like to create it from scratch later on by assigning it the same ID, you will not be able to do so. You will need to select an ID that has not been used before.

Once you have selected the name and ID of your process, you are now ready to set up your first process. You can begin by setting up your form!

Are you starting with your processes? Schedule a demo with one of our experts to understand your needs and how we can assist you.

Updated on: 08/08/2023

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