Modify a process

Introduction

Once a process is created it can easily be modified. This will usually happen when constructing process from scratch or upgrading existing process. Modifying a process includes:

• adding new nodes

• updating configuration of existing nodes

• removing nodes

Open process designer

To modify a process first open process dashboard (or process instance page) as described in Processes. Then, to modify a process you need to open the process designer.

To open a process designer from process dashboard click on icon in Process Graph section.

If you have Process dashboard disabled you can click on button in the process instance page.

In both cases the process designer page should open up. Note that this is the same page as in Create new process, when a new process is created, except that in this case, the process pane will not be empty.

Process designer option is not necessary available to all the roles. If you don’t see the buttons to open a process designer, this means that you do not have permission for it.

Adding new nodes

To add a new node select node type from left hand side menu and drag & drop it into process pane. Connect it to the existing nodes and click diskette icon in the toolbar to save it.

You should see notification at the bottom of the page, indicating that the process was saved.

Configuring nodes

To configure a node click on settings icon in the node box, or right click on node and choose settings. A node setting pop up will open up.

Each node settings pop up consists of multiple tabs:

• Properties, where all node properties are displayed in form view. Some properties will have icon near them, which contains additional description of a property.

• Raw, where all node properties are displayed in raw(json) view. This can be used to easily copy complex node configurations between different processes.

• Script (optional), where script is defined. This is only available in the so called “scripting” nodes such as python or sql script nodes.

• Info, where ID, Name and Type of the node is displayed. Here you can click icon to change node name.

After all of the node settings are configured click on the Save button on the pop up. This will save node settings locally. In order to apply this saved settings to the process you need to click the diskette icon in the process toolbar.

You should see notification at the bottom of the page, indicating that the process was saved.

You can open multiple node settings at the same time. All node settings pop up windows can be maximized in order to see as much content as possible (which is useful when editing scripts), or they can be manually resized to match desired size.

It is recommended that you save node configuration as often as possible. In order to minimize the possibility of corrupting existing process the changes are not automatically saved.