Create a New Process

Create a New Process
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 Create Process screen displays.  
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3.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.
4.In the Description setting, enter a description of the Process. This is a required setting.
5.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 the
icon 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.
6.Optionally, upload a third-party BPMN 2.0 compliant BPMN file from which to use its Process model in ProcessMaker. Do not use this function to import a ProcessMaker version 4 .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.
7.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 Processes
Manage Process Categories
Import a ProcessMaker Version 4 Process
Search for a Process
Export a BPMN-Compliant Process
Configure a Process
Archive a Process
Restore a Process
Model Your Process Using BPMN 2.0 Elements
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View Active Processes

Import a ProcessMaker Version 4 Process

Last modified 7mo ago

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Create a New Process