Introduction

Learn about process definitions and other functions.

Last published at: October 31st, 2025

The Process Definitions tab allows users to manage process workflows during the design stage. Process instances are created from process definitions in the run-time state. 

On the left menu, navigate to the Process - Definitions page. 

 

The UI is rendered as shown below. 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 refresh icon to refresh the list of process definition tables.   

 

The following operations can be performed using the Process Definition UI:

  • Create a new process definition
  • Design (modify) an existing process definition
  • Debug
  • Edit the process definition's metadata
  • Rename / Copy
  • Change the Owner of the definition
  • Save as template
  • Manage definition changes using a snapshot
  • Get the definition process URL to the clipboard
  • Validate the definition design
  • Remove all process instances associated
  • Mark the definition as your favorite
  • Remove the definition to the recycle bin
  • AI Copilot - Create process
  • Render the definition workflow with the process steps
  • View Process Instance as a pie chart
  • View Process Tasks assigned to users
  • View the history of changes
  • Export the definition as XML, PNG, or ZIP file types
  • Export the process step properties of the definition
  • Export the definition as a BPMN file type (to edit using a different BPMN tool)
  • Export the definition as a PDF file
  • Export the definition as an SQL file
  • Import the definition as an XML file
  • Import the process step properties of the definition
  • Manage the security permissions of the definition
  • View the definition of locks and unlock
  • Optimize link priority of process steps from run-time data
  • Use tags to categorize the definition
  • Define master variables and globals for the definition
  • Update definition design changes to waiting process instances
  • Archive all process instances of the definition
  • Understand the definition of usage by the number of instances

Select a process definition from the table and click on the Actions menu to navigate to Create, Design, Debug, Edit, Rename, Copy, Change Owner, Save As Template, Manage Snapshots, Get Process URLs, Validate, Remove Instances, Favourites, and Recycle Bin features, as shown in the UI below. 

 

Select a process definition from the table and click on the AI Copilot menu to navigate to Create Process, and Summarize Process features. 

 

Select a process definition from the table and click on the View menu to navigate to Render, Process View, Process Task View, History, and Heat Map features. 

 

Select a process definition from the table and click on the Export menu to navigate to XML, PNG, Zip, Properties, BPMN, PDF Report, and SQL features. 

 

Select a process definition from the table and click on the Import menu to navigate to XML and Properties features. 

 

Select a process definition from the table and click on the Security menu to navigate to Permissions and Definition Locks features. 

 

Select a process definition from the table and click on the Utils menu to navigate to Optimize Link Priority, Tags, Master Variables and Globals, Update Waiting Instances, Archive Instances, Usage, and Table View features.