Article published on the 28th of June, 2023.
Contents
1. Introduction
In this article we are going to cover how to create new WorkPoint Automate processes.
2. Creating a new process
New processes are created from the Process Builder in the WorkPoint 365 Administration:

- To create a new process, click the "New" button in front page of the Process Builder.

- To create a new process from scratch, click "Start from scratch" in the "Create new" window.

- Next, type in a title for the process (here demonstrated with "Create company").
- Select which type of processes you want to create. System processes are triggered automatically upon specified events in WorkPoint, while User processes are triggered by users, e.g., by clicking a button in the My Tools panel.
- Optionally, you can select a group to put the new process in. You can define a group for the process and even create new groups after the process has been created.
- Click the "Begin" button to create the process and start configuring it. Click the "Back" button to return to the previous step in the "Create new" window.
When the process has been created, it is automatically opened, and you can start configuring it and add steps to it:

3. Adding steps to the new process
To add a step to the process, we click the "Add new steps" button:

Clicking the "Add new steps" button brings up the "Add a step" side menu:

- In the "Add a step" menu, we can search for steps we want to add (or select them on the complete list of steps). We can then select the step we want to add, which brings up the documentation article on the specific step, as well as the option to add the step to the process:
- To add the selected step to the process, simply click the "Add step" button.
The step has now been added to the process, and we can start configuring it:
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