4min

Creating a basic process

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

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

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

Step 4:ย Once in the canvas, rename your process by clicking on the โ€œUntitled processโ€ text.

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

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

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

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

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

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Step 10:ย 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:ย Save the process flow by clicking Save button on top bar. If your process has been successfully executed, you should see a confirmation message:

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

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Congratulations! You have created your first process flow in PROCESIO!ย 

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

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Updated 31 May 2022
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