Overview

The Business Processes record type lets you create business process artifacts to define a process flow for your organization.

You can create a Business Process either directly from the New option or, Beginner or Expert wizard.

Process Overview

To create a new Business Process, you need to mention names for pools, lanes, performers and roles, list the steps of your process and the sequence of execution of your steps. Once you mention these, it automatically creates a Business Process Diagram.

This article explains how to create a Business Process using the Beginner wizard.

Step 1. Go to Repository Explorer and expand Business Process Modeling group

Step 2. Create Business Process wizard opens

Step 3. Enter name of the Pools to add in the process

Step 4. Enter performers and Roles of your process as Lanes

Step 5. Enter all steps that are included in your process

Step 6. Arrange flow of your process by specifying the subsequent steps for each step

Step 7. Select a Performer for each step of your process

You can select multiple steps using Shift key and assign a Performer.

Step 8. Enter Name for your Business Process

Step 9. New Business Process has been created

Revised: January 23^rd, 2023