This function classifies process definitions and their instances.

On the Process Definition page, navigate to the Folders tab. 

Create a folder. 

To create a new folder, select the root folder and right-click.

Enter a folder name and press Enter to confirm. The new folder has been created and is sorted alphabetically. 

Navigate to the Process Instances page. This folder shall contain all process definition instances grouped in this folder. 

Add process definitions. 

Select the new folder and right-click. You can add more folders, rename, remove, and add process definitions to this folder, create new definitions, and export all definitions from this folder as a ZIP file. 

To include an existing process definition, select the folder and right-click to choose the “Add Definition” menu option. 

A pop-up window appears for configuration. You can choose to add a process definition from the “uncategorized or all” folders by clicking the appropriate filter button. Type in the text box to search for definitions. Use the checkbox to select multiple process definitions. Click the Update button to add them. 

The process definitions are included in the folder, and a confirmation message is displayed at the top-right corner, as shown below. 

To create a new process definition, select the folder and right-click to choose the “Create Definition” menu option. 

A pop-up window appears for configuration. Enter the definition name and click the Create button. The page will navigate to the process designer immediately if the Open Designer check box is checked. 

The new process definition is stored in the folder, and a confirmation message appears in the top-right corner. 

Engage a workflow definition to process.  

You can select the new process definition and click the Actions menu to access its options. Similarly, you can navigate to other features when the process definition is selected. 

Rename a folder. 

You need to select a folder and right-click to rename it. 

Provide a new folder name and press Enter to confirm. 

The folder is sorted alphabetically after being renamed. 

Delete a folder. 

You need to select a folder and right-click to delete it. 

A pop-up window is displayed for confirmation. Click the OK button to confirm. 

The definitions and their instances are moved to the “uncategorized” folder, and the folder is removed permanently. 

Export a folder. 

You need to select a folder and right-click to export it. 

The folder and its process definitions are exported as a ZIP file to the local folder. Extract the ZIP file to view its contents, as shown below.