Process Builder screen

Lets you create or change a process.

Figure: Process Builder screen

Process Builder screen

Background and Setup

Video: Process Designer Overview

Video: Process Builder Interface

Video: Validate the Process Model

Examples

  • Examples for Process-Based Apps
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Fields

Field NameDefinition

Search Search icon
Function:
Does a search for process activities.

Search Search icon
Function:
Does a search for tabs.
To Open this Field:
  1. In Process Builder, in the Activity Library, click Add Stencil Add tab icon.
Limitations:

This field is available in these releases:

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 screen
Function of this Screen:
Shows a list of process data variables that you can use to configure your activity or form control, instead of fixed values.
Example:
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Forms Forms icon

Opens this Screen:
Form Details screen
Function of this Screen:
Creates a human task form for an app.
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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