Creating a New Process
  • 13 Jul 2020
  • 3 Minutes To Read
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Creating a New Process

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Getting Started

After creating your account, navigate to the Workspace tab, click Create in the upper left-hand corner of the page and select Process.

create button with options

The "New process" screen will display; enter a name for your new process.
New process screen with fields for process name and description

Click OK and the new process will open (in a new tab) in Edit mode.

Edit Mode

New process in edit mode with start and final nodes visible

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.

Menu Bar

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).

Upper right hand side of the interface showing navigation button and additional options: History, Info, Add star, Move to..., Make a copy, Rename, Download, and Remove

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.

Adding Nodes

For descriptions of each node type, please see Node Logic.

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:

  1. Via drag and drop from the Node Logic pane, and
  2. Clicking the plus icon (+) on the connector between two nodes.

"Add node" menu with node logic options, displayed after clicking the plus sign

Adding Parameters

animated image showing the process of adding a condition node by clicking the plus sign

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.

New condition node between start and final with exclamation point icon indicating errors - node pane is visible along the right side of the window

In this example, we will require that the server variable must equal mambu. We can create the server variable by pressing the task parameters button (Task Paramters) button to bring up the Task parameters window.

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: mambu.

Condition section of the Node Pane with key and value filled in

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.

image of error message described above

Click the red + icon and select End: Success from the Add Node menu.

Add node pane displayed after cliking red plus icon

You can also drag and drop an End: Success node into the workspace from the Node Logic pane. You will then need to click the red + 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 Other.

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.

Process not deployed pop up

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.

Because we chose required when creating the server variable, the field is outlined in red and a value must be entered before the task can be added.

View pane after clicking on New Task

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.

view pane with highlighted connectors showing the path of the task through the process to the Other node

Repeat the above process with the value mambu to test the other condition of the process.

view pane with highlighted connectors showing the path of the task through the process to the Mambu node

Success! You've now created your first process in Mambu Process Orchestrator.

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