Create a New Process

Begin modeling your business solution from a Process Template or a blank canvas.

Create a New Process

Learn how to create a new Process from a Process Template

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 create a new Process:

1. View your active Processes. The Processes tab displays.

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

   

   New Process screen from which to select a Process Template or create a new blank Process
3. Do one of the following:

   • To create a Process from an existing Template, select one of the Process Template cards at the bottom of the New Process screen. For details on using Process Templates, see Create a Process from an Existing Template.

   • To create an empty Process model, click the +Blank Process button. 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. In doing so, Process Categories may be sorted from the Processes page. To remove a Process Category that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. This is a required setting. See What is a Process Category? for more information how this affects new Requests for this Process.
7. From the Process Manager drop-down menu, select the Process Manager for this Process.

8. Optionally, upload a third-party BPMN 2.0 compliant BPMN file from which to use its Process model in ProcessMaker Platform. Do not use this function to import a ProcessMaker Platform Process that is a .json file.

   To do so, follow these guidelines:

   1. Ensure that the third-party Process model is BPMN 2.0 compliant and has the .bpmn file extension.

   2. Click the Upload File button, and then browse for the third-party .bpmn file to use as your Process model.

9. Click Save.

Your new Process opens in Process Modeler. If you uploaded a third-party .bpmn file, Process model elements that comply with the BPMN 2.0 specification display. See Process Modeling for topics.

If you upload a third-party .bpmn file to use as your Process model, any Process model elements that do not comply with the BPMN 2.0 specification cannot be used after the Process is created. An error displays for any invalid Process model elements.

Related Topics

What is a Process?View Active and Inactive ProcessesManage Process CategoriesImport a ProcessMaker Platform ProcessSearch for a ProcessExport a BPMN-Compliant ProcessMaker Platform ProcessConfigure a ProcessArchive a ProcessRestore a ProcessModel Your Process Using BPMN 2.0 Elements