Process Builder screen

Lets you create or change a process.

Figure: Process Builder screen

Process Builder screen

Video: Process Builder Interface

Video: Validate the Process Model

Examples

How to Start

  1. Click Build Apps Build Apps icon.

    Build Apps icon
  2. Do one of these:
  3. On the Application Explorer screen, do one of these:

Fields

Field Name Definition

Save Save icon

Function:
Saves your process.
To Open this Field:
Click Save Save icon.
Example:
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Save and Check In Save and Check In icon

Function:
Commits your changes to the AgilePoint system.
To Open this Field:
Click Save Save icon.
Example:
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Undo Check Out Undo Check Out icon

Function:
Deletes all changes made to the application resource file since the last check in.

For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?.

To Open this Field:
Click Save Save icon.
Example:
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Check Out Check Out icon
Function:
Locks the selected item so users cannot change it.
To Open this Field:
Click Save Save icon.
Example:
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Save As Image Save As Image icon

Function:
Saves your process as an image file.
To Open this Field:
Click Save Save icon.
Example:
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Save As SVG Save As SVG icon

Function:
Saves your process as a Scalable Vector Graphics (SVG) file.
To Open this Field:
Click Save Save icon.
Example:
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Save As XPDL Save As XPDL icon

Function:
Saves your process as an XML Process Definition Language (XPDL) file.
To Open this Field:
Click Save Save icon.
Example:
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Save Process JSON Save Process JSON icon

Function:
Saves your process as a JSON file.
To Open this Field:
Click Save Save icon.
Limitations:

Undo Undo icon

Function:
Undo your last procedure.
Example:
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Redo Redo icon

Function:
Cancels your last undo.
Example:
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Cut Cut icon

Function:
Allows you to cut out a selection of text or other data from its original position.
Example:
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Copy Copy icon

Function:
Copies the content from its original place and create a duplicate copy of the content at the desired location without deleting the text from the original location.
Example:
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Paste Paste icon

Function:
Inserts the copied/cut data at the cursor's location.
Example:
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Delete Delete icon

Function:
Deletes the selected item.
Example:
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Horizontal Horizontal icon

Function:
Shows the process in a horizontal format.
Example:
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Vertical Vertical icon

Function:
Shows the process in a vertical format.
Example:
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Zoom In Zoom In icon

Function:
Increases the size of a process for closer view.
Example:
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Zoom Out Zoom Out icon

Function:
Decreases the size of your process.
Example:
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Standard Standard icon

Function:
Shows the process in normal view.
Example:
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Model Size Model Size icon

Function:
Shows a close-up view of your process.
Example:
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Validate Validate icon

Function:
Makes sure a process operates correctly.

This feature can detect some common errors, such as incorrectly connected activities.

Example:
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Properties Properties icon

Opens this Screen:
Process Properties
Function of this Screen:
Configures your process properties.
Example:
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Form Data Form Data icon

Opens this Screen:
Data (Generic)
Function of this Screen:
As an alternative to using literal data in a configuration field, process variables are short codes that let you use data that changes with input from process participants or external systems.
Example:
Refer to:

Forms Forms icon

Opens this Screen:
Form Details screen
Function of this Screen:
Configures a new human task form.
Example:
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Notification Notification icon

Opens this Screen:
Example:
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Misc Misc icon

Opens this Screen:
Example:
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