Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

Flow Builder
Human Task
Script Task
Connect to Data Table
Connect to API
Call a Subflow
Form Creation
Form Components
Form Actions
Self-Service Portal

General Settings
Members and Roles
Bot Permissions
Import & Export
Change Logs
Delete App

Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
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  3. Process Apps
  4. Getting Started

Getting Started

You must have a platform account to get started with the Process App. To access and set up the Process App, follow the below steps:

  1. Go to
  2. Log in to the Process App with valid credentials.
  3. On the landing page, you can set up your process app by selecting any of the below options.
    • Explore Store
    • Start from Scratch

Explore Store

To start from the store, follow the below steps:

  1. Click Explore Store. You can view, explore, and install the Process App that suits your business needs. Once you have accessed the Process App store, follow the below steps to explore the various templates offered:
    • You can filter the process apps based on the following criteria:
      • Domains like Administration, Banking, Finance, HR, IT, Legal, and more.
      • Features like Branching and Merging, Complex Process Flows, Conditional Flow Switch, and more. You can select multiple features.
    • You can sort the template process apps based on:
      • Number of installations
      • Recency
      • Alphabetically
    • Hover over a template process app to preview its features like:
      • Name, icon, and summary of the process app.
      • Associated features, complexity, the channels of deployment, and the number of downloads.
    • On the preview display, click Explore for more details like:
      • A video that explains the process app’s features.
      • You can find two sections that give:
        • Overview – This section gives a summary of the template process app and the features available in this process app.
        • Technical Specifications – This section gives a detailed overview of the technical aspects of the process app like data source, etc.
      • On the right column, you can find:
      • Category and complexity of the process app.
      • The number of times the process app was downloaded.
      • The list of channels, languages, and integrations (if any) supported.
      • The Related Apps section for the process app is similar to the selected template process app.
    • After exploring the process app, if required, you can click Install to install the Process App.
    • You are prompted to log in to your account, if not logged in already.
    • If you do not have a valid account, you can create it now.

Start from Scratch

To start from scratch, follow the below steps:

  1. Click Start from Scratch.
  2. On the Basic Setup dialog box, enter a name in the Process Name field. For example, Leave Request.
  3. Enter a short description in the Description field.
  4. Click Proceed to start accessing the application.

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