Creating a process

Dharsan_V_K
updated 12 days ago

You can create a new process based on the permission set by an Account Admin.

Creating a new process

Go to the process creation page using any one of the below methods:
1. Quick create - In the left navigation bar, click Create > Process.
2. Explorer - In the left navigation bar, click Explore > Create on the top right. In the Create from scratch page, select Process. Alternatively, you can go to the Template gallery and install one of the predefined process templates.
In the process creation page, name your process and optionally add a description to help you organize and find your process later.
Click Create.
If you already have some data for your process form in a CSV or XLSX format, you can click Import data from other sources and upload the file. The columns in the file will be imported as fields into your form.

Creating a process with AI (Enterprise plans)

You can create a process in a matter of seconds using AI. Enter how you want your process to be and click the Create button. Review the details and click the Finish button.

Note:

The number of workflow steps created will be between 2 and 10.

The number of fields created will be limited to 15.

However, you can always customize them manually or add AI-suggested workflow steps and form fields.

Renaming a process

To rename your process, simply click the current name, make changes, and then click Enter. You can change the description in the same way. All changes are auto-saved.

Customizing a process

Each item in your process has its own form, workflow, and permissions. Click Manage > Edit process to access the editor where you can work on these elements. As a Flow Admin, you can also access the editor from any form by clicking Edit process in the top right corner of the form.

Finding a process

There are two ways you can search for your process.

First, click the Search button () on the top navigation bar of your page and type the name of the process into the search box. You can also launch the search box using the keyboard shortcuts,

On Mac: Command key, ⌘ + E.
On Windows: Ctrl key + E.

Second, click Explorer from the left navigation pane to land on the Live page. Then you can use the search and sort features to find the process quickly. You can find the processes you manage under the Managed by me tab, while you can find the rest of the processes under the Others tab.