How to Manage Process Steps (Building the Process)
Adding Steps
Steps can be add in several ways:
If you have some connected steps on the canvas already (4), you can drag a step from Elements Panel and drop it directly onto their connector (5):
In this case step will be inserted between both already connected. Direct connector between them will link first existing step with newly added, and it's properties (conditions, actions, etc) will remain unchanged (6). New connector from added step to second existing will be added automatically (7):
You can just type step name in the Steps Tree (8). Submit the name by clicking "Enter" and Manual step with given name will be added automatically after previous step or Start one (9).
Also you can insert step before or after currently selected by clicking proper buttons on steps tree toolbar:
Notes:
- New step will be added between the last step in Steps Tree and it's connected "End" step. So, if you need to add some steps between previous, you need to do this manually by dragging from Steps Panel
- "End" step shape will be added automatically, if it was not added before.
You can import steps structure from the Excel / Open Office Calc / etc. or online spreadsheet.
- Copy text containing proper data in proper format into clipboard.
- Click "Import Tasks" button above steps tree (10):
- Proper popup will appear (11)
- Select "CSV - Plain Text" Data Type (12)
- Paste copied data into the proper field (13)
- Change column delimiter (if necessary, 14)
- Click "Import" button:
Note: if click "Hint" icon (15), you will see a popup with many assistive information about importing and data format.
- After several seconds import process will finish and show proper notification (16). If any problems happen, warnings will be shown there (17):
- All valid steps will be added to process automatically according to their structure that depends on predecessors of each step.
You can import steps structure from the CSV file.
- Click "Import Tasks" button above steps tree (10)
- Proper popup will appear (11)
- Select "CSV - File" Data Type (18)
- Select proper file (19)
- Change column delimiter (if necessary, 14)
- Check "1st row is header" (20) checkbox if CSV file contains header
- Click "Import" button
All valid steps will be added to process automatically.
Note: by default all steps added not by dragging have "Manual" type. After adding step in any way you can change step type to what you want in step properties.
Deleting Steps
Steps can be deleted clicking on "Delete" button (21) or context menu item of the Step (22):
Copying and Pasting Steps
Steps can be copied and pasted in several ways:
Select a step by clicking or outline several steps with mouse.
Use "Copy" keyboard shortcut (Ctrl+C for Windows/Linux, Command+C for MacOS).
Then use "Paste" keyboard shortcut (Ctrl+V for Windows/Linux, Command+V for MacOS).
Steps will be pasted to the canvas.
Select a step by clicking or outline several steps with mouse.
Right-click on selected steps and click "JSON Export" item in context menu(25):
Copy selection from "Export JSON" popup:
Open other necessary process in Process Builder. Right-click the on the canvas and select "Import JSON" item in context menu (26):
Step(s) will be pasted to the canvas:
Moving and Resizing Steps
Select a step by clicking or outline several steps with mouse.
Simply drag and drop step(s) into necessary place on the canvas. Green dashed placeholder (27) will show where step will be placed. Red dashed lines (28) will appear automatically to assist with alignment of steps.
Select a step. Drag the markers (29) to resize step.
Resizing steps is useful to see the long name of steps and if too many icons are shown in step shape.
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