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Creating a process model

You can create a process model using the Step Editor or BPMN Editor.

Step Editor lets you define a business process through a sequence of steps. The BPMN Editor is a more powerful process design tool for creating BPMN 2.0 standard models.

Let’s start by creating a process model using the Step Editor:

  1. Click Create Process. The Create a new business process model dialog box appears.
  2. Type the Name and Description of your process model.
  3. Select the Editor type and Stencil.
  4. Click Create new model. The Step Editor page is displayed.

    By default, Step Editor includes a number of Steps, however this depends on the Stencil that you selected for editing the process model.

  5. Click Process start to expand and start by setting the process trigger to User filling a form.
  6. Click Create form to create a new form or select an existing form from your Forms library. The Form Editor is displayed.
    Note: Any form that’s created this way will not be available in your Forms library because it was created as part of this process model. To create a form that you can reuse in other process models, you must create it from the main Forms page. In this example, the form is defined in the Step Editor.

    The Forms editor has the following tabs:

    • Design - Define the layout of form fields from the palette.

    • Tabs - Customize tab names to display in the form.

    • Outcomes - Define the outcome buttons for the form.

    • Style - Define the style (css) for the form elements. For example, adding the following style in the Style panel will convert the field background to blue:

          .fields {
          background-color: blue;
    • Javascript - Define javascript code for an element in the form. For example:

      // __var currentUser = scope.$root.account;__
        __alert ("Hello World!");__
    • Properties - Define custom properties (metadata) for the form. This is particularly useful when using a custom form renderer (Jave API or Rest API) to retrieve the properties.

    • Variables - Define variables in the form.

      You can design the form layout by dragging and dropping the required field type from the palette on the left to the form editor.


      For each field dropped in the Design area, you can hover over it and edit the field properties using the pencil icon. Alternatively, click X to remove a field from the form.

      Note: The options that become available in the edit view are determined by the field type selected from the palette. For example, a checkbox field has General, Visibility, and Style tabs, whereas a radio button field type might have an additional tab called Options.

      Add labels for the selected fields. Optionally, you can reference a display label with the value entered by a user running the process. In addition, you can also define if the field is required to be filled before the form can be completed.

  7. When you’ve finished designing the form, click Save. You’ll be returned to the Step Editor.
  8. Click the + (plus) icon at the bottom of the Process start box to add the first step in your process. The steps available to you are defined by the Stencil you associated the model with. The default stencil includes a Human step that can be used to assign a task to the user.
  9. Select the Human step and fill in a name within the step box that you just created.

You can also specify who this task should be assigned to. For example:

  • Someone who initiated the process

  • A single user

  • A set of candidate users or depending on the type of account, a group of users.

Note: When a task is assigned to a group or a list of candidate users, all of those users can see the task in their tasks list, however to complete the task they must claim it first.

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