{"id":50447,"date":"2020-05-05T22:18:26","date_gmt":"2020-05-06T05:18:26","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=50447"},"modified":"2020-05-05T22:45:12","modified_gmt":"2020-05-06T05:45:12","slug":"creating-business-processes-using-a-wizard","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/50447\/creating-business-processes-using-a-wizard\/","title":{"rendered":"Creating Business Processes using a Wizard"},"content":{"rendered":"<h3><a id=\"post-50447-Step1\"><\/a>Overview<\/h3>\n<p>The <strong>Business Processes<\/strong> record type lets you create business process records to define a process flow for your organization.<\/p>\n<p>You can create a <strong>Business Process <\/strong>either directly from the <em>New<\/em> option or, <em>Beginner <\/em>or <em>Expert<\/em> wizard.<\/p>\n<p>This article explains how to create a <strong>Business Process<\/strong> using the <strong>Beginner <\/strong>wizard.<\/p>\n<p>Alternatively, you can create\/import <strong>Business Processes<\/strong> from the following.<\/p>\n<ul>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/50460\/creating-business-processes-using-the-new-action-from-repository-explorer\/\" target=\"_blank\" rel=\"noopener\">Repository Explorer<\/a><\/li>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/43606\/how-to-import-business-processes-from-microsoft-visio-3\/\" target=\"_blank\" rel=\"noopener\">Importing from Microsoft Visio<\/a><\/li>\n<li><a href=\"http:\/\/www.technosolutions.com\/kb\/35343\/how-to-import-business-processes-from-xpdl\/\" target=\"_blank\" rel=\"noopener\">Importing from XPDL file<\/a><\/li>\n<\/ul>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Process Overview<\/h3>\n<p>To create a<em> new <\/em><strong>Business Process<\/strong>, you need to mention names for pools, lanes, performers and roles, list the steps of your process, and the sequence of execution of your steps. Once you mention these, it automatically creates a <strong>Business Process Diagram<\/strong>.<\/p>\n<h3><a id=\"post-50447-Step5\"><\/a>Step 1. Go to Repository Explorer and expand Business Process Modeling group<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50448\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image.png\" \/><\/p>\n<h3>Step 2. Create Business Process wizard opens<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50449\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-1.png\" \/><\/p>\n<h3>Step 3. Enter name of the Pools to add in the process<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50450\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-2.png\" \/><\/p>\n<h3>Step 4. Enter performers and Roles of your process as Lanes<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50451\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-3.png\" \/><\/p>\n<h3>Step 5. Enter all steps that are included in your process<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50452\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-4.png\" \/><\/p>\n<h3>Step 6. Arrange flow of your process by specifying the subsequent steps for each step<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50453\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-5.png\" \/><\/p>\n<h3>Step 7. Select a <em>Performer<\/em> for each step of your process<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50454\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-6.png\" \/><\/p>\n<p>You can select multiple steps using <strong>Shift <\/strong>key and assign a <strong>Performer<\/strong>.<\/p>\n<h3>Step 8. Enter name for your <em>Business Process<\/em><\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50455\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-7.png\" \/><\/p>\n<h3>Step 9. New <em>Business Process<\/em> has been created<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50456\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-8.png\" \/><\/p>\n<h3>See Also<\/h3>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/4119\/video-getting-started-with-editing-business-process-shapes\/\" target=\"_blank\" rel=\"noopener\">Video &#8211; Editing Business Process Shapes<\/a><\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/4452\/configuring-business-process-validation-rules\/\" target=\"_blank\" rel=\"noopener\">Configuring Business Process \u2013 Validation &amp; Rules<\/a><\/p>\n<p>Revised: May 6<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview The Business Processes record type lets you create business process records to define a process flow for your organization. You can create a Business Process either directly from the New option or, Beginner or Expert wizard. This article explains how to create a Business Process using the Beginner wizard. Alternatively, you can create\/import Business Processes from the following. Repository Explorer Importing from Microsoft Visio Importing from XPDL file Who should read this? TopTeam Users Process Overview To create a new Business Process, you need to mention names for pools, lanes, performers and roles, list the steps of your process, <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[55],"tags":[223],"class_list":["post-50447","post","type-post","status-publish","format-standard","hentry","category-business-processes-modeling","tag-business-process"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-d7F","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50447","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=50447"}],"version-history":[{"count":6,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50447\/revisions"}],"predecessor-version":[{"id":50476,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50447\/revisions\/50476"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=50447"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=50447"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=50447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}