Create a Process Activity

To create a process activity, follow the steps below:

  1. Go to App Builder > Customers.

    The Customers page appears.

  2. Under the Essentials section, click the Manage Process Activities card.
    Createa Process Activity 1

    The Manage Process Activities page appears.

  3. Click the Create Process Activity card.
    Createa Process Activity 2
  4. In the Activity Name field, enter a name for the process activity.
    Createa Process Activity 3
  5. From the Select Work With Customer Field dropdown, select the process you want make it as customer activity.
    Createa Process Activity 4
  6. Optional: Enable the Do you want to restrict process instances? checkbox to restrict process instances.
    Createa Process Activity 5
  7. Optional: Specify the Number of Instances.
    The users can create the specified number of active processes.
  8. Optional: Enable the Don't Show In Home And Bottom Bar checkbox to hide the selected process in the mobile app home screen and bottom bar.
    Createa Process Activity 6
  9. From the Address Same As Customer dropdown, select Yes or No as per your requirement.
  10. Click Save.