You can build the following types of processes:
- A process that contains a linear sequence of assignments, smart shapes, or
For example, a simple process can include an Assignment shape for collecting information from a job candidate and a smart shape to attach relevant documents to a case, as shown in the following figure:
For more information, see Creating a stand-alone process.
- A process that contains at least one alternate or conditional path. You define
alternate paths by adding decisions to processes. For example, in a job candidate review
process, you can define paths that the process follows after accepting or rejecting the
candidate. You can also create a conditional path in a process, which runs only under
specific circumstances. For example, you can trigger an additional background check if a
job candidate applies for a managerial role.
The following figure shows a complex process that visualizes reviewing a job candidate. After a job candidate's score review, the process can follow two paths, based on the result of the review.
For more information, see Changing the path of a process.
- A process that contains only automations and does not require any human input.
Straight-through processes can also apply to processes that contain only one human
interaction or decision, or an assignment that users perform only in rare
The following figure shows a straight-through process that includes using a robotic queue to check currency rates, apply currency rates through a data transform, and attach documents with the rates to a case. The process does not include any input or interaction from a user.
For more information about automations, see Flow shapes.
- Screen flow
- A process that contains a Start shape that you configure to route assignments to a
user or a work queue. In a screen flow, you configure routing only in the Start shape,
so one user is responsible for completing the entire process. Users process a screen
flow by interacting with assignments that the application displays on the screen. You
can configure your application to display navigation between the assignments, for
example as a breadcrumb trail.
For example, in a shopping application, you can create a screen flow that users complete to confirm their order, provide payment and shipment details, and review the terms and conditions of the shop, as shown in the following figure:
For more information about screen flows, see Creating a screen flow.
In Case Designer, a counterpart of a screen flow is a multistep form. For more information, see Adding a multistep form to a stage.
- Parent and subprocess
- A process that calls another process by using a relevant shape is a parent. A process
that a parent process calls is a subprocess. For example, in a parent process for
reviewing vehicle damage in a car insurance request, you can call a subprocess that
focuses on collecting visual materials and descriptions of the damaged car. By creating
a hierarchy of processes, you build a more granular application, which is easier to
maintain. You also promote reuse and manage the resources efficiently, because you can
reuse one subprocess for multiple parent processes. For example, in a banking
application you can reuse a subprocess for gathering feedback from customers by calling
it from multiple processes, such as reviewing a loan request and resolving a credit card
You can use the following shapes to call subprocesses:
For more information, see Calling one process from another process.
- Split for Each
For more information, see Running multiple instances of the same subprocess with a Split for Each shape.
- Split Join
For more information, see Running multiple instances of different subprocesses with a Split Join shape.
By default, processing in a parent process resumes after all subprocesses reach their End shape.
The following figure shows a parent process for reviewing vehicle damage. The parent process includes a subprocess that users complete by submitting visual materials of the damaged vehicle:
For more information, see Subprocesses.
- A process that runs asynchronously with a main process and allows multiple users to
complete work simultaneously, which saves time during case resolution. For example, an
HR worker performs a background check at the same time that a hiring manager reviews the
work history and letters of recommendation of a job candidate.
Typically, you add parallel processes in Case Designer, as shown in the following figure:
For more information about creating parallel processes in Case Designer, see Adding a parallel process to a stage.
The Split for Each and Split Join shapes offer additional and more advanced options for parallel processing. You can also use a spinoff option on the Subprocess shape. For more information, see Adding additional configuration to a subprocess.
For learning materials about parallel processing, see the Parallel processing in Pega applications module on Pega Academy.
- Shape icons in a flow
Shape icons in a flow give a visual indicator of how a shape is configured. You can use shape icons to quickly review the functionality of a flow without having to open the individual shapes.