Processes: Create a New Process

Video: Creating a New Process

To create a new process, navigate to Processes under the Administration menu in your left-side navigation panels.  Select Add New Process.

You will be presented with the following Add New Process dialog:

The New Process dialog contains:

  • Name (required): Name of the process. This value is displayed to your end user when they are starting a new request. The name should be self-describing to the process you are building such as Expense Request or Purchase New Computer.
  • Category (required): The Category is where the process will be found by your end user. It is best to place your process in a category that would logically make sense for your end user to find later. For instance, you would most likely place Vacation Request within a Human Resource category.
  • Description (optional): Describes the purpose of the process you are building. This information for your end user and is displayed when this process is started.

After you have completed the required fields, press the Save button and new tab will be added to your Workspace containing the Process Details of your new process:

At this time, your process definition is created and saved in Integrify with the Publish Status set as Development. From the Process Details tab you can edit the process detail, add and view/configure tasks through the Process Flow or view/configure tasks through the Task List.


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