Designing Processes › Create a Process Object

Create a Process Object

Use the Library Browser to create a Process object in a folder. You can also create a process in the Designer and specify a folder when you save it. Create a Process object for every discrete automation sequence, flow, or subprocess that you want to automate. After creating the Process object, design the process by adding operators and connecting them with links.

Note: To set rights and perform other object tasks, the best practice is to organize the objects in folders. Do not create objects at the root level because you cannot manage such objects as a group.

Follow these steps:

1. Click the Library tab.
2. In the Library Browser folders pane, select a folder.
3. In the toolbar, click New and then choose Process.

   A new process object appears with a default name. The process is automatically checked out to you to capture your exclusive changes.

4. Click the process name and change it to a unique name. The name is directly editable until you deselect it. To edit it again, right-click it and choose Rename.

   You have created a new process object. Next, you can design the process.