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    Home Paris Now Platform Capabilities Now Platform capabilities Process Automation Designer Process Automation Designer architecture Exploring Process Automation Designer

    Exploring Process Automation Designer

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    Exploring Process Automation Designer

    Get an overview of the Process Automation Designer landing page and design environment.

    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 landing page displays a list of process definitions available on your instance.

    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.
    Process Automation Designer design environment that lets you organize the lanes and activities in your process in a simplified task board view. The design environment consists of the main header, activity design space, and properties panel.

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      Exploring Process Automation Designer

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Exploring Process Automation Designer

      Get an overview of the Process Automation Designer landing page and design environment.

      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 landing page displays a list of process definitions available on your instance.

      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.
      Process Automation Designer design environment that lets you organize the lanes and activities in your process in a simplified task board view. The design environment consists of the main header, activity design space, and properties panel.

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