Process Automation Designer landing page

You can view the Process Automation Designer landing page by navigating to Process Automation > Process Automation Designer. The landing page displays a list view of process definitions that are available for you to view or edit. For more information on creating a process definition to add to this list, see Getting started with processes.

Process Automation Designer design environment

Process Automation Designer gives you a simple, interactive way to design digitized, automated processes for your business in a task board view. The Process Automation Designer design environment consists of the main header, activity design space, and configuration panel.

Main header

The main header displays information about the process definition that you're currently designing. In the main header, you can:

• Access the properties for your process definition. For more information, see Process definition properties.
• Confirm your process definition's status and activation state, created or updated date and time, and application scope.
• Activate your process definition so that it runs when triggered. For more information, see Process definition statuses and activation states.

Activity design space

Organize activities into lanes to design your process definition.

• An activity represents one step within your overall business process. An activity can automate operations on the Now Platform, such as creating or updating records, displaying record information, and running automated actions in the background.
• A lane is a set of activities that represents one stage within your business process.

For more information, see Process Automation Designer lanes and activities.

Properties panel

The properties panel lets you set various options for your process definition, activities, and lanes. In the properties panel, you can:

• Add or edit the name for your process definition, lane, or activity.
• Add or edit the description for your process definition, lane, or activity.
• Define the start rule for your lane or activity.
• Access the configuration options for your lane or activity.