Create or Modify a Process

The New Process page enables you to create standard processes as well as processes for custom data sources.

Note:  Before creating a process, you need to define the data that is to be used in this process by creating a data source.
  • Standard Processes
  • Create a new process:
    1. To create a new process provide information on these tabs:
      • Process details
      • Filters
      • Reviewers
    2. Click Save. A confirmation pop-up window is displayed. If all the mandatory parameters for the process are specified, this pop-up window allows you to:
      • Save the process in the Draft tab (draft mode) by clicking Save Process in Draft Mode.
      • Save the process in the Ready tab (ready mode) by clicking Save Process in Ready Mode.
        Note:  If all the mandatory parameters for the process are not specified, this pop-up window allows you to save the process in the Draft tab (draft mode) by clicking Save Process in Draft Mode. The Save Process in Ready Mode button is disabled.
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