Creating a New Process
- Updated On 13 Jul 2020
- 3 Minutes To Read
After creating your account, navigate to the Workspace tab, click Create in the upper left-hand corner of the page and select Process.
The "New process" screen will display; enter a name for your new process.
Click OK and the new process will open (in a new tab) in Edit mode.
The Edit mode window contains a large central pane (which will serve as the canvas for our new process) as well as a menu bar across the top and Node logic pane along the left-hand side.
The menu bar contains three groups of buttons. On the left side of the screen, you can control the state of the process (Active, Paused, Debug), deploy the process, and check the save state. In the center of the screen you can switch between the 3 modes (View, Edit, and Debug).
On the right side, you will find a number of other options. You can undo and redo the most recent action, view descriptions of errors within your process, share your process, edit task parameters, and view notifications. The following additional options are available via the "vertical ellpisis" or "three-dots" menu (see image, above): History, Info, Add star, Move to..., Make a copy, Rename, Download, and Remove. Finally, you can click the user icon in the upper, right-hand corner to view more information about your account.
The Start and Final nodes of the process are created automatically. If the process were to run in its current state, the task would be passed from Start to Final without any changes or redirection and without triggering any additional actions. To build out the process, we'll need to add nodes.
A process may be as simple as one condition or as complex as to trigger other processes with multiple nodes. The process of adding each node is largely the same, however.
There are two methods to add a node:
- Via drag and drop from the Node Logic pane, and
- Clicking the plus icon (
+) on the connector between two nodes.
Once you have added a node (in this case a Condition node), the Node Pane will display on the right-hand side of the window. Notice the error warning displayed on the new node as well as in the menu bar and in the node pane. You will need to set some parameters before the node can function properly.
In this example, we will require that the
server variable must equal
mambu. We can create the
server variable by pressing the (Task Paramters) button to bring up the Task parameters window.
Navigate to the Input tab and click + Add parameter. A new line will display; enter the name and description of the variable and set the
required flag. Press Save to save and close.
In the Condition section of the Node Pane, we can now click in the Key field and choose
server and add the desired value for transition:
At this point, the node still shows an error. Clicking on the node errors icon informs you that the condition must be connected to another node.
Click the red
+ icon and select End: Success from the Add Node menu.
+icon and drag a connector to the new node.
Click on the new node and rename it
Mambu in the node pane. For further differentiation, rename the original Final node
Testing the Process
To test out our new process, we'll change to View mode. When you click View you will need to click Deploy to confirm that you wish to Deploy the process.
In View mode, you will see counters for the number of tasks that have reached each endpoint. Additional information is available via the Node pane.
To send a new task through the process, click New task. The the New Task pane will display on the left.
requiredwhen creating the
servervariable, the field is outlined in red and a value must be entered before the task can be added.
Enter a value other than
mambu into the Value field and click Add task. The connectors will be highlighted as the task passes through the condition node and the counter will advance by one on the "Other" node, as pictured below.
Repeat the above process with the value
mambu to test the other condition of the process.
Success! You've now created your first process in Mambu Process Orchestrator.