Learn about process definitions and other functions.

Last published at: May 14th, 2024

NOTE: Henceforth, the Workflow Definitions shall be referred as 'Process Definitions' and the 'Workflow Instances as 'Process Instances' in the new version 9.10.

The process definitions tab lets the user manage process workflows in design state. The process instances are created from process definitions in run time state. The UI for this screen looks as follows. All process definitions are sorted by the definition name or by the last sorted order. Use the column selector function to list only the required columns. Use the search box to narrow down the result set. Use the the refresh icon to refresh the process definition table list.   


Following operations can be performed using the Process Definition UI:

  • Design a process definition
  • Edit process definition metadata
  • Rename / Copy
  • Change definition owner
  • Save as template
  • Manage definition changes using snapshot
  • Validate the definition design
  • Remove all process instances associated
  • Mark definition as favourite
  • Remove definition to recycle bin
  • Render the definition workflow with the process steps
  • Process Instance view as pie chart
  • View the history of changes
  • Export the definition as XML, PNG, ZIP file types
  • Export the process step properties of the definition
  • Export the definitiona as BPMN file type (to edit using a different BPMN tool)
  • Export the definition as PDF file
  • Import the definition as XML file
  • Import the process step properties of the definition
  • Manage security permissions of the definition
  • View the definition locks and unlock
  • Use tags to categorize the definition
  • Define master variables and globals for the definition
  • Archive all process instances of the definition
  • Understand the definition usage by number of instances