Designing Process Sequence and Flow

When you create a process, you can use the Process editor to describe the sequence in which tasks should complete and the manner in which the process flows from one task to the next. You create the structure of the process by manually dragging tasks into place, or by using the Process editor layout tools. To describe the link between tasks, you use the elements from the Process editor Flows and Exception Path drawers. Flows describe how tasks are completed and determine the order of tasks in the process.

To sequence tasks:

Drag the tasks and activities into the desired order.

When multiple tasks are active, you can move them simultaneously. To make multiple tasks active, drag a selection rectangle around the tasks that you want to move, then move the group of task into the new position.
(Optional) Click the Layout All Nodes icon, located in the Process editor toolbar.

Alternately, you can right-click in the Process editor to access Layout All Nodes from the context menu. The Layout All Nodes feature automatically arranges the process nodes in a standard flow chart format.
(Optional) Select multiple tasks in the Process editor and click the Layout Selected Nodes icon, located in the Process editor toolbar.

Alternately, you can right-click in the Process editor to access Layout Selected Nodes from the context menu. The Layout Selected Nodes feature automatically arranges only a selected section of the process.
Click Save.

To link tasks:

In the Process editor palette Flows drawer, click a flow activity.
In the Process editor, click the Start node and then click the first task to link the two objects together.
From the palette, use the actions in the Flow and Exception Paths drawers to link all of the tasks.

Click the Toggle Sticky Tool Mode button to repeatedly link tasks in the Process editor.
Right-click a flow and select Status.

Select the task exit status for the flow. The available options include the statuses you previously defined for the task in the Task editor States/Statuses tab.
(Optional) Click the Layout All Nodes button in the Process editor toolbar.

The Layout All Nodes feature automatically displays the process flow in an organized and neat arrangement.

To arrange only a section of the process, use a drag selection to activate multiple tasks and click the Layout Selected Nodes button in the Process editor toolbar.
Click Save.