Create a Process

To create a process, do the procedure in this topic.

New Process Model Screen



Video: Getting Started Training Video

Examples

How to Start

  1. Sign in to AgilePoint NX.
  2. Click Build Apps Build Apps icon.

    Build Apps
  3. Do one of these:

Procedure

  1. On the Application Explorer screen, on the My Application pane, under your application, click Processes.
  2. On the Application Explorer screen, click New New icon.
  3. On the New Process Model screen, complete these fields as necessary.
    Field Name Definition

    Process Model Name

    Function:
    Specifies a name for your process.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    No
    Example:
    Refer to:

    Description

    Function:
    A description for your process.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Process Triggered By

    Function:
    Specifies what causes the process to start.
    Accepted Values:
    • eForms - The process starts when a user submits a form made with eForm
    • External Forms - The process starts when a user submits a form that is made with a form technology other than eForms, such as Java or ASP.NET.
    • Message/Event - The process starts when an e-mail account receives an e-mail, a specified event occurs.
    • System Integration - A specified event happens in an external system, such as Salesforce or a database.
    • Parent Process - The process is the child, or subprocess, to another process.

      If you create a process model in a process-based app that already has a process models, this is the only option.

      The limit of one parent process model in a process-based application was enforced in AgilePoint NX OnPremises v7.0 Software Update 1. In earlier releases, this was a limit according to the license, but the options in this list allowed more than one parent process.

    • SharePoint - A specified event happens in SharePoint. For example, a user creates a list or list item.
    • InfoPath Form Services (SharePoint on-premises) - A specified event happens in SharePoint On Premises. For example, a user submits a form.
    • Salesforce - A specified event happens in Salesforce. For example, a user creates an entity.
    Default Value:
    eForms
    Example:
    Refer to:
    Limitations:

    Number of Swimlanes

    Function:
    Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process.
    Accepted Values:
    A number from 0 to 20.
    Default Value:
    1
    Example:
    Refer to:

    Choose Theme

    Opens this Screen:
    Choose Process Model Theme screen
    Function of this Screen:
    Specifies a process theme.

    Swimlanes Orientation

    Function:
    Specifies the direction for your swimlanes.
    Accepted Values:
    • Horizontal - Shows swimlanes from left to right.
    • Vertical - Shows swimlanes from top to bottom.
    Default Value:
    Horizontal