What is a Project?

Projects help you organize and collaborate with your team

Create a New Project

Create one location from which to share assets all team members can use

Invite or Remove Members in a Project

Invited collaborators have full access to your Project assets, regardless of user or group permissions

Add an Asset to a Project

Assets may include:

• Processes

• Screens

• Scripts

• Data Connectors

• Decision Tables

Import a Project

Import a Project that contains all of its assets

Export a Project

Export a Project that contains all of its assets

What is a Designer Home Screen?

Quickly access your Projects, recent Project assets, or create new ones

Create a New Process Using AI Assistant

AI Assistant can model your Process from your natural language description

Create a New Script Using AI Assistant

AI Assistant can code, clean, document, or explain your Script

Generate a Screen Using AI Assistant

AI Assistant can generate your Screen without knowing how to use Screen Builder controls

Collaborate in Real-Time with Designers in Process Modeler

Collaborate with your teammates to design faster, innovate together, and improve productivity

Preview Assets from Process Modeler

Preview the Screen, Script, Decision Table, and Email Screen directly from the Process model object to evaluate what the participant will experience

Quickly Create Assets

Quickly create assets for:

• Form Task elements

• Manual Task elements

• Script Task elements

• PDF Generator connectors

Write Comments to Collaborators Within Process Modeler (Beta)

Write comments to your collaborators directly from Process Modeler to maximize productivity. They receive your comments as notifications to view them.

Test Your Processes Using Scenarios

Use Process Testing to evaluate runtime behavior of a Process. A Process Scenario contains the scope of a Process Test run using mock Request data.

What is a Scenario in Process Testing?

A Process Scenario contains the scope of a Process Test run using mock Request data to evaluate runtime behavior

Create a Scenario for a Process

Create the Scenario that contains the JSON data model that mocks the Request data during Process Testing

Run a Process Test Using a Scenario

Run a Process test using a configured scenario that tests workflow using mock Request data without affecting production instances or logs of that Process

What is Process Analytics Reporting?

View graphical reports that provide insight and analysis of how well your Processes perform

View the Analytics Dashboard

Review your organization's Analytics Reports in a dashboard view to analyze Process data

View Your Analytics Reports

Review Analytics Reports configured for you