Creating a process

Updated 1 week ago by Nandini

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

Creating a new process

  1. To create a new process, click Create Flow from the left navigation panel.
  2. Click Process. There are templates you can choose from to get started, or you can click +Create from scratch.
  3. Enter the process name. You can also optionally add a description and category to help you organize and find your process later.
  4. Click Create.

Renaming a process

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

Customizing a process

Each item in your process comes with its own form, workflow, and permissions. Click 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 lower left corner of the form.

Finding a process

There are a few ways you can find your process.

First, type the name of the process into the Search everything box on the top and click your process.

If you use the process a lot, it should appear in the Most Used section on the left side of your screen. If it's not there, you can click View all flows in the left navigation panel to open the Explorer. Then you can search, sort by type, or select the category of the process to find it quickly.  

Here are more articles about processes:


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