Creating a basic process

Step 1: Log in to the platform using your credentials.



Step 2: Navigate to the Process Designer menu from the left sidebar.



Step 3: Click on the Create New button on the top right of the screen.

Step 4: Once in the canvas, rename your process by clicking on the “Untitled process” text.



Step 5: Drag and drop a Send email action from the toolbar to the canvas. 



Step 6: Connect your actions by dragging relations between Start to Send Email to End.



Step 7: Click on Send Email action to open its Properties Panel to configure action setting.



Step 8: Select your email server credentials configuration created in Credentials Manager.

Step 9: Click on Send Email (not configured) to display your email properties.



Step 10: Test your action configuration if the action settings has this capability (Send Email action is one of the actions with Test Action capability).

Step 11: Save the process flow by clicking Save button on top bar. If your process has been successfully executed, you should see a confirmation message:



Step 12: Click Validate. If there are errors, you should check the Process Errors panel and fix the errors suggested.



For running a process, head to the next article, Running a process.