Designing processes

Once you have launched the canvas, you design your processes by dragging and dropping actions onto the canvas from the Actions toolbox. By default, every process begins with a primary action, represented by a lightning bolt.

For each action you drag to the canvas, Process Designer automatically checks to see what attributes will need to be defined to enable the workflow to proceed. It reports any missing attributes in the Missing or incorrect information window directly below the canvas. To define an action's attributes, click and select its icon and then provide the applicable information in the Attributes window. Each time you provide a missing attribute, its error message will disappear from the error checking window. You can turn this automatic error checking on or off by clicking the Stop/Resume error check button. See "Actions toolbox".

Drawing an arrow from one action to another establishes the directional flow of the process. To draw the arrow, place your cursor over the first action. When the cursor changes to a hand pointer, click and drag the line to the next action and then release the mouse button.