---
title: "Create a Scenario for a Process"
slug: "designer-modeller-create-a-scenario-for-a-process"
updated: 2025-08-19T14:46:55Z
published: 2025-08-19T14:46:55Z
canonical: "docs.processmaker.com/designer-modeller-create-a-scenario-for-a-process"
---

> ## 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.

# Create a Scenario for a Process

Follow these steps to create a Scenario for a Process:

1. [View your Processes](/v1/docs/view-edit-and-search-for-processes).
2. Click the options menu ![Ellipsis Icon](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis%20Icon.png) , then select the **Configure** option for your Process.
3. Click the **Test Run/Scenarios** tab.

![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a8c3f66f-a814-4b0e-8014-416a663f06da.png)

Scenarios for a selected Process
4. Click the **+Scenario** button to create a new scenario.
5. In the **Name** setting, enter the Scenario name. This is a required setting.
6. From the **Description** setting, enter a Scenario description.
7. From the **Scenario Creation Type** setting, select **Manual** **Data** to enter JSON data for the scenario, and enter the data in the **Data** setting. The entered data must be a `variable : value` pair that matches the JSON data model for this process. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/58b44f8c-51d0-45ed-a29f-79b69dcac486.png)
8. From the **Scenario Creation Type** setting, select **Document** **Upload** to create multiple scenarios simultaneously. For detailed information, see [Create Scenarios in Bulk](/v1/docs/designer-modeller-create-a-scenario-for-a-process#create-scenarios-in-bulk).
9. Click the **Upload** button to upload the scenario file.
10. Click **Save** to save the scenarios.

---

## Create the Scenario from a Completed Request

You can create a complete test scenario using the JSON data from a completed request. This method allows you to reuse actual request data for testing purposes, making it easier to simulate real process conditions.

This approach can be helpful when you want to:

- Avoid manually building a JSON data model
- Test using realistic, previously submitted request data

Keep in mind:

- You’ll need at least one completed request available to generate the scenario
- Some manual editing might be required to match the exact data needed for your test

This method is useful for quickly creating test inputs and simulate an entire process request.

Follow these steps to create a Scenario from a Request data:

1. Locate a [Request summary](/v1/docs/editable-request-data) or [Task summary](/v1/docs/open-a-task#editable-task-data) of a completed request.
2. Click the **Data** tab. Verify that it contains the necessary JSON data to run your test. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Data in a Completed Request.png)
3. Click the **Create Scenario** button from the Request or Task Summary view.
4. The **Create Scenario** screen will open, allowing you to generate the scenario based on the selected request data. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Create Scenario - Completed Request.png)

---

## Create Scenarios in Bulk

You can create multiple scenarios at once using the **Document Upload** option. This requires a pre-formatted `.xlsx` file, where each row represents a separate scenario for a Purchase Order request.

Make sure the Excel file follows the required structure, with each column corresponding to a process variable used in the scenario.

| date | price | product | quantity | percentage | form_checkbox_1 |
| --- | --- | --- | --- | --- | --- |
| 04-30-2024 | 12 | item11 | 6 | 9.8 | true |
| 04-28-2024 | 8 | item12 | 14 | 3.2 | true |
| 05-01-2024 | 32 | item13 | 3 | 10.5 | false |
| 05-03-2024 | 40 | item14 | 4 | 20 | true |
| 05-02-2024 | 5 | item15 | 35 | 15 | false |

Follow these steps to create bulk scenarios:

1. [Configure general settings for the Process](/v1/docs/configure-general-process-settings) where you want to add a scenario.
2. Click the **Test Run/Scenarios** tab. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a8c3f66f-a814-4b0e-8014-416a663f06da.png)
3. Click the **+Scenario** button to create a new scenario.
4. In the **Name** setting, enter a name for the Scenario. This is a required setting.
5. In the **Description** setting, enter a description to explain the Scenario.
6. From the **Scenario Creation Type** setting, select **Document** **Upload** to create multiple scenarios at once. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/94478cef-8dea-4418-8520-294f78ed0738.png)
7. Click the **Download** **Format** button to download a sample file, then edit it to include your scenarios.
8. Click the **Upload File** button to upload the bulk scenario file.
9. Click **Save** to save the scenarios. Each row from the uploaded file will be imported as a new scenario. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0a5dffe2-0a6b-42ec-9975-4efa51a1cd63.png)

---

## Edit or Delete a Scenario

**Permissions**

Your user account or group membership must have the following permissions to edit Scenarios for 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 edit a Scenario for a Process:

1. [View your Processes](/v1/docs/view-edit-and-search-for-processes).
2. [Configure general settings for the Process](/v1/docs/configure-general-process-settings). The **Configuration** tab displays.
3. Click the **Scenarios** tab. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a8c3f66f-a814-4b0e-8014-416a663f06da.png)
4. Click the three dots icon, and then select the **Edit Scenario** option for the Scenario to edit. The **Edit Scenario** window displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/55367f59-7281-42eb-be36-021dfcd6070d.png)
5. Edit the following if necessary:
  - From the **Name** setting, edit the scenario name for the Process.
  - From the **Description** setting, edit the Scenario description for the Process.
  - From the **Data** setting, edit the JSON data model for the Process Scenario.
6. Click **Save**.
7. To delete a Scenario, click the three dots icon again, and then select the **Delete** option. The **Caution** window displays to confirm the deletion of the Scenario. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/2a983564-b317-4622-8db0-e608debcf9f4.png)
8. Click **Confirm**.