Configure General Process Settings

Edit general settings of a process like the name, manager or the status.

Configure General Settings


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

  • Processes: Edit Processes

  • Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to configure general settings for a Process:

  1. Edit the following Process configuration as necessary:

    • In the Name setting, edit the unique name of the Process. This is a required setting.

    • In the Description setting, edit the description of the Process. This is a required setting.

    • From the Case Title setting, enter how the title for a Case displays for this Process. The Case title displays under the Case Title column in Request pages and Task pages. Customize the Case title by referencing a Request variable in mustache syntax that is used in this Process. For example, to customize the Case title for a new employee onboarding Process, use Employee Onboarding: {{ FirstName }} {{ LastName }}. Note that the Case Title column only displays up to 200 characters after Request variable values render.

    • From the Cancel Screen drop-down menu, select a Display-type Screen to display when a Request for this Process is canceled.

    • From the Request Detail Screen drop-down menu, select the Screen that displays in the Summary tab of the Request while that Request is in progress. After that Request completes, this Screen is replaced with the Summary Screen configured from the End Event element, if any.

    • From the Status drop-down menu, select one of these options:

  2. Click Save.

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