Defining processes to accomplish business goals

To access the Process designer and create a process

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application in which you want to create a process.
3. In the application, click the Processes tab.
4. Click New to create a new process definition.
   The Start and End elements appear on the canvas by default. A process can have only one Start and End element. 
5. (Optional) Configure the Start (or End event), by selecting the element and entering the required properties in the Properties panel.

To configure a process

You can configure process definition properties, such as the process name, permissions for users who can run the process, and the variables associated with the process.

1. On the Process designer console, navigate to the Properties panel as shown in the following image:
   

2. Configure the properties as described in the following table:

   Property	Description
   Name	Name the process such that the purpose can be easily identified; for example, Employee On Boarding process.Important: Process name must only include alphanumeric characters, hyphens, dashes, and spaces.
   Description	Provide a description that briefly explains the process objective.
   Scope/Customization Options	Define the scope for a process definition. This option contains the following options: Application/Library (default)—To limit the use of the definition within the same Digital Service application or library. Public—To enable the definition to be used by all the smart applications or libraries and allow customizations for this definition.
   Enabled	Select this option if you want the users to start using the process.
   Run as	Select to execute all the process service tasks with the permission of the selected user role. For more information, see Service Tasks.

3. At the top right corner of the Process designer console, click Save.

To add a process permission

You can set process permissions for an individual or group role. You have two levels of permissions for processes, Read and Execute.

Following are the details about the permissions levels:

• Read—This permission allows you to view the process definition details. You can view each flow element and the data bound with that element. Anyone who can view the process definition can also execute the process.
• Execute—This permission allows you to run the process. However, you cannot necessarily view the detailed configuration of the process definition. 

Perform the following steps to add process permissions:

1. Click Edit in the Permissions section.
   
   

   Best Practice

   Assign the process Read permission to a user, such as a manager, who needs to view the business process details of your application. The manager may not always be an administrator. For users other than the manager, assign the process Execute permission.

2. In the Edit Permissions for window, click Add Permission.
3. In the Type column, select Role or Group as required.
4. In the Group column, select the particular role or group.
5. Select the type of permission - Execute or Read.
6. To add another permission, repeat steps 2 through 5.
7. Click Save.

To add a process element

Process designer elements are the building blocks of any process. These elements perform certain actions depending on their configuration. You drag the elements onto the canvas to create a process. For information about using Process designer elements, see Process-designer-elements.

Where to go from here

Adding-variables-to-processes