--- title: "Configure General Process Settings" slug: "configure-general-process-settings" updated: 2025-11-20T14:48:00Z published: 2025-11-20T14:48:00Z canonical: "docs.processmaker.com/configure-general-process-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure General Process Settings ## Configure General Settings **Permissions** 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](/v1/docs/permission-descriptions-for-users-and-groups#processes) permissions or ask your Administrator for assistance. Follow these steps to configure general settings for a Process: 1. [View your Processes.](/v1/docs/view-edit-and-search-for-processes#view-all-processes) 2. Click the ![Ellipsis Icon](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis%20Icon.png) menu, then select the **Configure** option for your Process. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Process Configuration - 4.15.10.png) 3. 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 **Category** dropdown menu, select to which categories to assign this Process. In doing so, Process Categories may be sorted from the [**Processes** page](/v1/docs/view-edit-and-search-for-processes#view-all-active-processes). To remove a Process Category that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Cross to Close Dialogs.png) icon for that selection or press `Enter` when the dropdown is visible. This is a required setting. See [What is a Process Category?](/v1/docs/process-categories) for more information how this affects new Cases for this Process. - From the **Project** dropdown menu, optionally select the [Project(s)](/v1/docs/projects) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Cross to Close Dialogs.png) icon for that selection or press `Enter` when the dropdown is visible. - From the **Process Manager** dropdown menu, select the user(s) to assign as Process Managers. You may assign up to ten Process Managers. If you attempt to exceed this limit, a warning message will appear. ![Process Manager Alert - 4-15-10.png](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Process%20Manager%20Alert%20-%204-15-10.png) > [!NOTE] > - If a designated manager is inactive, locked, or out of office during case creation, the task is automatically reassigned to one of the configured Process Managers. > - If a process is not assigned a *Process Manager*, [the **Processes** page](/v1/docs/view-edit-and-search-for-processes) displays the following icon before the process name: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1e3cacb4-b8f5-4794-91fc-edae8fb4215d.png). - From the **Process Owner** dropdown menu, select who assign Process Managers. - 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 case pages and Task pages. Customize the Case title by referencing a case variable in [mustache syntax](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/mustache.5.html) 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 case variable values render. - From the **Cancel Case** dropdown menu, assign which user(s) or group(s) have permission to [cancel Case](/v1/docs/cancel-a-request) from this Process. If no users or groups are selected, no one can cancel a case from this Process. Type into the **Cancel Case** setting to filter users and/or groups that display in that setting's dropdown menu. To remove a user or group that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Cross to Close Dialogs.png) icon for that selection or press `Enter` when the dropdown is visible. - From the **Cancel Screen** dropdown menu, select a Display-type [Screen](/v1/docs/screens) to display when a Case for this Process is canceled. - From the **Edit Data** dropdown menu, assign which user(s) or group(s) have permission to [edit Request data](/v1/docs/request-summary#values-request-data) from this Process. To remove a user or group that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Cross to Close Dialogs.png) icon for that selection or press `Enter` when the dropdown is visible. - From the **Request Detail Screen** dropdown menu, select the Screen that displays in the [**Summary** tab of the Request](/v1/docs/request-details) while that Request is in progress. After that Request completes, this Screen is replaced with the [**Summary Screen** configured from the End Event element](/v1/docs/end-event#select-the-screen-that-summarizes-a-completed-request), if any. - From the **Status** dropdown menu, select one of these options: - **Active**: Select the **Active** option to allow users to start new Cases of this Process. Active processes display the Active icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9a69d526-6fa1-45ea-8e32-0bcb660999a9.png) when [viewing your Processes](/v1/docs/view-edit-and-search-for-processes#view-all-active-processes). - **Inactive**: Select the **Inactive** option to prevent users from starting new Cases of this Process. Setting a Process as Inactive only disables starting new Cases of this Process. Any in-progress Cases are not affected by this change and can complete. Inactive Processes display the Inactive icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5568a3a2-8edd-4468-819d-6aaa875006a2.png) when [viewing your Processes](/v1/docs/view-edit-and-search-for-processes#view-all-active-processes). 4. Click **Save**.