Create a Process

New Process Model Screen

How to Start

1. Log in to AgilePoint NX
2. Click Build Apps .
3. Create an Application or Open an Application

Procedure

1. On the Organizer, on the My Application pane, under your application, click Processes.
2. On the Organizer, click New .
3. On the New Process Model screen, complete these fields as necessary.

   Field Name	Definition
   Process Model Name	Function: A name for your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No
   Process Description	Function: A description for your process. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
   Process Triggered By	Function: Specifies what causes the process to start. Accepted Values: eForms - The process starts when a user submits a form made with eForm External Forms - The process starts when a user submits a form that is made with a form technology other than eForms, such as Java or ASP.NET. Message/Event - A message is sent with a specified sender, recipient, subject, or similar. System Integration - A specified event happens in an external system, such as Salesforce or a database. Parent Process - The process is the child, or subprocess, to another process. SharePoint - A specified event happens in SharePoint. For example, a user creates a list or list item. InfoPath Form Services (SharePoint on-premises) - A specified event happens in SharePoint On Premises. For example, a user submits a form. Default Value: eForms
   Number of Swimlanes	Function: Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process. Accepted Values: A number from 0 to 20. Default Value: 1
   Choose Theme	Opens this Screen: Choose Process Model Theme Function of this Screen: Specifies a color and icon you can use to identify your process at certain places in AgilePoint NX. For example, in your applications list in App Builder, this can help you to quickly see the application you want.
   Swimlanes Orientation	Function: Specifies the direction for your swimlanes. Accepted Values: Horizontal - Shows swimlanes from left to right. Vertical - Shows swimlanes from top to bottom. Default Value: Horizontal