Process Builder - Process Definition

Process Definition section

The Process Definition section of the Process Builder screen is used to create or edit a process’s definition. Press this section’s [Create] or [Copy] button to make the fields available for entry.

The following provides details about the fields of a process definition.

Name

A unique code to identify the new process; it is suggested that prefixes or suffixes be added to process codes in order to categorize them, and to distinguish user-defined processes from standard ones.

Application

Code of module for which the new process is being defined (e.g. AP, JC, PY); click the search icon (magnifying glass) next to this field to search for the code via a pop-up window.

Description

A description of the process being defined.

[Create] – Button

Press this button to make this section’s fields available for entry.

[Delete] – Button

Used to delete the process. This button is only enabled for custom added processes.

[Copy] – Button

This button is enabled if the displayed process is saved in the system. It is used to create a copy of the existing process to use as a starting point to create a customized version of it.

For details, refer to the following subsection, Copy Process to Create Customized Version.

[Search] – Button

Used to search for and load an existing process. The Custom? field indicates if the process is user-defined (indicated by “Y”) or standard (indicated by “N”).

Copy Process to Create Customized Version

The [Copy] button is used to create a copy of an existing process, including CMiC’s standard processes (provided with system). This is useful if it is necessary to create a customized version of a standard process or of a user-defined process, by adding steps to, or removing steps from the copy.

NOTE: The system’s standard processes are not editable, however, they can be copied, and the copy will be editable.

Copy Process pop-up

To create a copy of a process, load the Process Builder tool with the process to copy, then click this section’s [Copy] button.

Enter the name for the new process and click [OK], and the Process Builder tool will now be loaded with the new process in Edit mode, as shown below.

Sample copied process in Edit mode