Create an Activity Process

  1. Go to App Builder > Processes > Activity Process.

    The Processes page appears.

  2. Click the Create Process button.
    Action Process

    The Add a New Activity Process Template pop-up appears.

  3. Click the Create On My Own link.
    Adda New Action Process Template Popup
  4. Enter the necessary inputs in the below configuration screens to create the work process and click the Next button to move to the next configuration screen.
  5. Start - Configuration: Define work process name and description.
    1. Enter a name for the work process in the Work Process Name field.
      Createan Action Process 1
    2. If needed, enter the process description in the Work Description field.
      Createan Action Process 2
  6. Manage Work Fields - Configuration: Define the work fields configuration like order, label, mandatoriness, visibility, etc. The configured fields can be used to create work in the web app.
    1. Configure the work fields depending on your requirement.
      Createan Action Process 3
      Refer to the below topics to know more about the work fields, configuration columns, and advanced settings.
  7. Manage Forms - Configuration: This screen allows you to create a new form and provide visibility of available forms.
    1. Click the Create A New Form button to create a form new form.
      Createan Action Process 4
      Refer to the Create a Form for the steps required to create a form.
  8. Manage Activities - Configuration
    1. Click the Add Activity button and enter the details to add an activity for the work process.
      Createan Action Process 6
      Click on Add Activity again to add more activities. Refer to the Activities: Fields and Description topic to know more about the configuration columns.
    2. Optional: Click the Add Sub Task Process button to configure a sub work process that should be performed along with the parent work process.
      Createan Action Process 7
      Click the Add Sub Task Process again to configure more subtask processes. Supply inputs to the below configuration fields to configure a subtask process.
      • Sub Task Title: Enter the name for the subtask. It lets the users know what they have to do in this subtask.
      • Sub Task Description: Enter the description for the subtask. It helps you provide some additional information or instructions to assist the user in performing this subtask.
      • Work Process Template: Configure a work process that you want to perform as a subtask along with the parent work.
    3. Optional: Click the Add Attachments button and configure a form template that should be submitted along with the parent work process under the Attachments dropdown.
      Createan Action Process 8
      Click on Add Attachments again to add more forms.
  9. Clone Fields Data - Configuration
    1. Click the Auto Form Fill icon Createan Action Process 9 given under the Clone Non-Section Fields column against the required work activity to configure auto copy from work section fields to activity form fields.
      Createan Action Process 10
    2. Click the Enable Form Submission Auto fill from Work/Form Submission checkbox to define the autofill configuration.
      Createan Action Process 11
    3. Configure the work fields for the respective form fields.
      Createan Action Process 12
    4. Disable the checkbox under the Change value to restrict the user to change the value auto copied from work fields.
      Createan Action Process 13
    5. Click Save Or Update.
    6. Similarly, define the configuration for Clone Section Fields and Clone to Work Fields.
      Createan Action Process 14
  10. Manage Flow - Configuration: Define the workflow like start activity, end activity, next activities, etc.
    1. Click the checkbox given under the Start Activity column against a work activity to make it a start activity.
      Createan Action Process 15
    2. Click the checkbox given under the End Activity column against a work activity to make it an end activity.
      Createan Action Process 16
    3. Refer to the topics below to define other configurations like End Activity Rules, Work Reassignments, Auto Allocate Work Activities, Next Activities, etc.
  11. Configure Auto Allocation in the Define Auto Allocation screen.
    Createan Action Process 17
    Refer to the Auto Allocate and Scheduling topic to know more about auto allocation.
    Click the Skip button if not needed.
  12. In the Manage Restrictions screen, enable the settings depending on your requirement.
    Createan Action Process 18
    Refer to the Work Settings: Fields and Description topic to know more about the settings.
  13. Define other settings depending on your requirement.
    Createan Action Process 19
    Refer to the Work Settings: Fields and Description topic to know more about the settings.
  14. Click Complete to finish the work process creation.