4.7 Creating a Process

The following checklist provides an overview of the steps for creating a new process and its associated workflow.

 

Checklist Items

  1. In the Navigation pane, click Getting Started.

  1. In the Getting Started pane, click Create Process to launch the Process Creation Wizard.

  1. Complete the Process Creation Wizard.

  1. If you want to open the Workflow Designer automatically upon finishing the wizard, on the Process Properties tab, select the Open Workflow Designer check box.

  1. Click Finish to save the process and launch the Workflow Designer.

  1. Configure the activities for the workflow. For step-by-step examples of configuring activities, see Workflow Examples.

  1. Configure the connectors. For more information about configuring connectors, see Understanding Workflow Connectors.

  1. Validate the workflow. For more information about validating a workflow, see Validating a Workflow.

  1. When you are ready to use the process, put the workflow revision into your production environment. For more information, see Putting a Workflow Revision into Production.