Follow these steps to create a new Process:
View your active Processes. The Processes tab displays.
Click the +Process button. 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. 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.
To do so, follow these guidelines:
Ensure that the third-party process model is BPMN 2.0 compliant and has the
.BPMN file extension.
Click the Upload File button, and then browse for the third-party
.BPMN file to use as your Process model.