Business processes associated with apps describe the logic of the app. For example, for the Invoice app, you can create an approval process to describe all the stages of invoice approval in your company.
Only the users included in the Administrators group can model, configure and edit business processes.
How to create a new process?
Business processes associated with apps are created in a similar way to the global processes.
Click the gear icon next to the App name and select Business Process.
You will see a page with the list of the business processes associated with the app.
To add a new business process, click + Process.
Fill in the fields in the provided window:
- Name. Specify the name of the process.
- Code. The code is used for working with API. It is generated automatically but you can edit it if necessary.
- Parent category. Specify the folder where the process will be located. To create a new folder, go to the page with the list of business processes and click + Folder.
After filling in all the fields, click Create.
The process designer page will open where you can model the process.
Adding app statuses in a process
When setting up a business process associated with an app, you can add or change app statuses directly in the process designer on the Status tab.
The Status field article describes in detail how to add statuses in the app settings. In the process designer, statuses are configured in exactly the same way.
How to start processes associated with apps
Found a typo? Highlight the text, press ctrl + enter and notify us