Creating a Process

In this section, you will learn how to create, edit, and activate a process using Workbench ES. You will learn how to do the following tasks in the order shown:

You create a process by using Workbench ES to automate a business process. When a process is created, a process version is automatically created. You can create multiple process versions to represent different versions of your process. Each process version has a process diagram. A process diagram is the visual representation of that business process that you want to automate. You add elements to the process diagram, which include operations, events, routes, and modeling elements.

You can automate human-interaction tasks and electronic tasks. Here, you will create a process that requires human interaction. Human interaction tasks require interaction with a user. Such tasks include approving a form, signing a form, and reviewing a document.

The mortgage application form that you created is used by the process. Here are the basic steps to create a process.

Create a process category: You will create a process category to organize the process you create.

Create a process: You will create a process to represent your business process. As you create your process, you will also create a process category to organize processes that you create for loans.

Edit the process version: When you first create a process, the process diagram is empty. You will add operations, routes, variables, and swimlanes to the process diagram. In addition, you can define the business rules for your process.

Activate a process version: After you save your process version, you will activate it. The result is a new service is available that can be invoked or used by other processes.

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