This function classifies process definitions and their instances.

On the Process Definition page, select the “Folders” tab. 

Create a folder. 

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

Enter a folder name, then press “Enter” to confirm. The new folder has been created and sorted alphabetically. 

Navigate to the “Process Instances” page. This folder shall contain all process definition instances. 

Add process definitions. 

Select the new folder, then right-click. 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, right-click it, and choose “Add Definition”. 

A pop-up window opens for configuration. Add a process definition from the “uncategorized” or “all” folders by selecting the appropriate filter button. Type in the text box to search for definitions. Select multiple process definitions using the checkbox, then click the “Update” button to add them. 

The process definitions are stored in the folder, and a confirmation message appears in the top-right corner, as shown below. 

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

A pop-up window opens for configuration. Enter the definition name, then click the “Create” button. If the Open Designer check box is selected, the page will navigate to the process designer immediately. 

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

Engage a workflow definition to process.  

Select the new process definition, then open the “Actions” menu to access its options. Similarly, you can navigate to other features while the process definition is selected. 

Rename a folder. 

Select a folder, then right-click to rename it. 

Enter a new folder name, then press “Enter” to confirm. 

After renaming, the folder is sorted alphabetically. 

Delete a folder. 

Select a folder, then right-click it to delete. 

A pop-up window appears for confirmation. Click OK to confirm. 

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

Export a folder. 

Select a folder, then right-click to export it. 

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