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This section is used to create or edit a process’s definition. If the screen was launched in add new mode, click this section’s [Create] button to make the fields available for entry.
The following provides details about the fields of a process definition.
Process Code
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
If the screen is in add new mode, click this button to make this section’s fields available for entry.
[Delete] – Button
Used to delete the process.
[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.
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.
To create a copy of a process, load the Process Builder tool with the process to copy, then click this section’s [Copy] button.
In the launched pop-up window, enter the name for the new process, as shown below:
Click [OK], and the Process Builder tool will now be loaded with the new process in edit mode, as shown below.
