Build Your Own Process

Plan Availability:

Build Your Own Process

Permissions

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 start from a blank canvas and build your own process:

View your active Processes.
Click the +Process button. The New Process screen displays.
Click the Build Your Own option. The Create Process screen displays.
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.
In the Description setting, enter a description of the Process. This is a required setting.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. 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. For more information, see What is a Process Category?
From the Project drop-down menu, optionally select the Project(s) for this process. To remove a Project that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. For more information, see Projects.
From the Process Manager drop-down menu, select the Process Manager for this Process. For more information, see Process Management.
Optionally, click the Upload File button to upload a third-party BPMN file to create a process from the BPMN specifications. Note: This feature does not support the .json file format. See instructions to import a json file.
Click Save. Your new Process opens in Process Modeler.
Continue designing the process in the Modeler.

Supported modeling objects for BPMN file import
When importing a third-party BPMN file, the following modeling objects will be included in the new process.
Start Events
Empty Start Event
Message Catch Start Event
Timer Start Event
Conditional Start Event
Error Start Event
Signal Start Event
End Events
Empty End Event
Message End Event
Signal End Event
Error End Event
Participants
Pools
Lanes
Gateways
Exclusive Gateway
Inclusive Gateway
Parallel Gateway
Artifacts
Text Annotation
Activities
Script Task
Manual Task
Service Task
Events
Message Event
Timer Event
Error Event
Conditional Event
Signal Event
Intermediate Events
Message Throw Event
Message Catch Event
Timer Throw Event
Timer Catch Event
Conditional Catch Event
Signal Throw Event
Signal Catch Event
Boundary Events
Message Catch Event
Timer Catch Event
Conditional Catch Event
Signal Catch Event
Error Catch Event