Build Your Own Process

Begin modeling your business solution from a blank Process that contains no content.

Plan Availability:

Build Your Own Process

Permissions

Your user account or group membership must have the following permissions to create a new Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Create Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to start from a blank canvas and build your own process:

1. View your active Processes.

2. Click the +Process button. The New Process screen displays.

   
3. Click the Build Your Own option. The Create Process screen displays.
4. In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters (') and spaces. This is a required setting.

5. In the Description setting, enter a description of the Process. This is a required setting.

6. From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click the icon for that selection or press Enter when the drop-down is visible. This is a required setting. For more information, see What is a Process Category?
7. From the Project drop-down menu, optionally select the Project(s) for this process. To remove a Project that is currently selected, click the icon for that selection or press Enter when the drop-down is visible. For more information, see Projects.
8. From the Process Manager drop-down menu, select the Process Manager for this Process. For more information, see Process Management.

9. Optionally, click the Upload File button to upload a third-party BPMN file to create a process from the BPMN specifications. Note: This feature does not support the .json file format. See instructions to import a json file.

10. Click Save. Your new Process opens in Process Modeler.

11. Continue designing the process in the Modeler.

Supported modeling objects for BPMN file import

When importing a third-party BPMN file, the following modeling objects will be included in the new process.

Start Events

• Empty Start Event

• Message Catch Start Event

• Timer Start Event

• Conditional Start Event

• Error Start Event

• Signal Start Event

End Events

• Empty End Event

• Message End Event

• Signal End Event

• Error End Event

Participants

• Pools

• Lanes

Gateways

• Exclusive Gateway

• Inclusive Gateway

• Parallel Gateway

Artifacts

• Text Annotation

Activities

• Script Task

• Manual Task

• Service Task

Events

• Message Event

• Timer Event

• Error Event

• Conditional Event

• Signal Event

Intermediate Events

• Message Throw Event

• Message Catch Event

• Timer Throw Event

• Timer Catch Event

• Conditional Catch Event

• Signal Throw Event

• Signal Catch Event

Boundary Events

• Message Catch Event

• Timer Catch Event

• Conditional Catch Event

• Signal Catch Event

• Error Catch Event

Related Topics

Design a Process in Process Modeler

Create a Process from an Image

Create a Process using Templates

Create a Process using the AI Assistant

Lucidchart Integration