Workspace business processes describe the logic of the workspace and can connect several apps in it. For example, you can create an order handling business process in a Customer Management workspace which will include two apps: Clients and Contracts.
Modeling a workspace business processes is similar to modeling global processes.
How to start modeling?
Only the users included in the Administrators group can model, configure and edit business processes.
The page with the list of the workspace business processes will open.
To create a new business process click +Process.
In the window that opens, fill in the fields:
- Name*. Enter a name that will be displayed in the list of workspace business processes.
- Code*. Used for working with API. This field is filled in automatically, but you can edit the value if necessary.
- Parent category. Specify to which category the business process will be added. To create a new category, go to the business process list page and click + Folder.
After filling in the fields, click Create.
The business process modeling page will open. To learn more about modeling business processes, see this article.
A business process created in a workspace can be renamed, moved, or copied to another workspace.
To do so, open the list of workspace business processes and click on the three horizontal dots in the field with the process name and choose an action.