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DOCUMENTATION (v6.x-7.x)
Current Documentation (v8.0 or Higher)
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Process Builder
Create processes to use in applications
Process Builder Procedures
Human Tasks and Forms
How To Use External Forms
Process Builder
Create processes to use in applications
Process Activities
Process Builder Procedures
(Example) Create and Run a Process-Based Application
Basic Steps to Create and Run a Process-Based Application
Create a Process
Open a Process
Add an Activity to a Process
Delete an Activity from a Process
Configure General Options for a System Activity
Create an eForm in a Process
Start a Process
Validate a Process
Change the Name of a Process
Configure the Properties for a Process
Create a New Task Form
Configure Data Tracking
Change a Theme for your Process
Configure the Naming Convention for Instances of a Process
Configure the Names of the Tasks in a Process
Create a Report with Process Information
Create a Timer for an Activity
Validate the Rules in a Process
Find an Activity in the Process
Clone a Process Model
Variables (Process Data Variables)
Schema Mapper
Human Tasks and Forms
How To Use eForms
How To Use External Forms
Start a Process with an External Form
Add Participants to a Human Task with External Forms
Add Participants for a Dynamic Group (External Forms) Activity
Configure Voting for External Forms
Configure Parallel Approvals for External Forms
Mobile View
(Example) Use Anonymous Authentication in a Process-Based App
Notifications
Active Directory
AgilePoint Data Entities
Bot Services
Cognitive Services
Common
Database
Document
Extender
Machine Learning
Microsoft Azure IoT
NetSuite
Power BI
Salesforce
SAP
SharePoint
Utilities
Web Services
Process Builder Screens
How To Use External Forms
This section gives procedures for External Forms.
Start a Process with an External Form
Add Participants to a Human Task with External Forms
Add Participants for a Dynamic Group (External Forms) Activity
Configure Voting for External Forms
Configure Parallel Approvals for External Forms