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Creating a stand-alone process

Updated on May 11, 2022

Create a stand-alone process to support or supplement the steps in a case life cycle. By creating a process outside the context of a case life cycle, you can reuse the process in other case types.

For example, in a banking application, you can create a process for collecting feedback, and then reuse the process in different case types, such as resolving a credit card dispute or opening a new bank account.
Note: By default, you create processes in Case Designer in a context of a case type, and then you can reuse this process only in this case type. You can create stand-alone processes only in Dev Studio by using a flow diagram. If you want to use a flow diagram in App Studio, you need to add the process to a case life cycle first. For more information, see Adding a sequential process to a stage.
  1. Create a rule that stores the process:
    1. In the header of Dev Studio, click CreateProcessFlow.
      Note: A flow is a legacy name for a process.
    2. In the Label field, briefly describe the purpose of the process.
      For example: Enter Collect feedback.
    3. Optional: To change the default identifier for the process, click Edit, and then provide a unique value in the Identifier field.
    4. In the Context section, select an application layer to store the process.
    5. In the Apply to field, click the Down arrow key, and then select a class that stores the process.
    6. In the Add to ruleset list, select a ruleset and a ruleset version to store the process.
    7. Click Create and open.
    Result: The flow diagram opens. By default, every new process includes the Start shape, one Assignment shape, and the End shape, as shown in the following figure:
    Default process
    Flow diagram with a new screen flow that includes default flow shapes.
  2. On the Diagram tab, click Flow Shapes, and then select a shape that you want to add to the flow diagram.
    For more information about flow shapes, see Flow shapes.
  3. Connect the shapes by dragging connectors from one shape to another.
    Tip: Connectors that work properly are green. If you cannot place a connector in a selected place, the connector is red.
  4. Click Save.
What to do next: Configure additional processing by performing any of the following actions:
  • Flow shapes

    A shape in a process represents a task that a user or application completes as part of a business process. By connecting different types of shapes in a process, you can define the path that a case follows from creation to resolution.

  • Types of processes

    The default method of creating processes is by adding steps when you define a case life cycle. To access advanced options and configurations, you can also build your processes by using flow shapes on a flow diagram.

  • Assignment shapes in processes

    Assignment shapes represent tasks that users complete in a process. To ensure that your business process meets all your unique requirements, you can add an assignment shape for each place in a business process that requires human judgment and input.

  • Annotating a process

    Promote sharing information with other members of your development team by annotating a process. When you document the functionality of a process, you can quickly communicate how a process works or fits business requirements, and consequently speed up application development and avoid unnecessary changes that might come from insufficient understanding of a functionality.

  • Keyboard shortcuts for processes

    For faster and more efficient creation of processes, you can use keyboard shortcuts in the flow diagram. Using keyboard shortcuts also supports accessibility and provides a better experience for developers who rely on a keyboard while developing an application.

  • Creating a screen flow

    Create a screen flow to walk a single user through a series of screens to collect information. By dividing information into multiple screens, you provide a well-organized and user-friendly interface that is convenient to navigate.

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