Process Maps allow you to document procedures and processes in a clear graphical format. Each Step in the process can contain instructional or descriptive text, and can also include items such as check lists to show work that must be completed or data recorded.

Process Maps differ from other Flows in that they are for reference only, and cannot be executed. Any fields added to Steps can be viewed, however data cannot be added to them.

Process Maps are created in the Modeler in the same way as other flows. From the Library tab, click the green Add Flow Model button then enter the name and description for the process. 

For details on how to create a flow refer to

Additional details for the process, including the owner, review date, description, background and objective, may be recorded by clicking the Edit button. This displays the edit window where the details can be recorded. These details can be viewed by users from the Process Details tab in the process map.

Because a Process Map is not executed, there are some guidelines to consider when building the process.

  • Use Instruction fields to provide details and instructions on the purpose of each step, and how to complete it.

  • The Attach Documents field allows relevant documents to be added to the step. The documents are then available to users to download and view. Note that this is a read-only field. Documents can only be added when the process map is being edited, end users are not able to upload documents.

  • Task List fields are useful to illustrate specific actions required in the Step.

  • Other Data fields can be added to show data that should be captured in a Step.

  • Steps can be assigned to Users or Teams in the same way as a flow, to record who is responsible for completing that Step.

  • Because a Process Map is not executed, it is possible to build the process in a way that would not be possible for a Flow, particularly around linking steps together. While this provides additional flexibility in building a Process Map, you may find that you may not be able to convert it into an executable flow in at a later date without modification.

To publish the process map, select the green Publish As button on the top right of the window, and choose Process Map from the menu.

You can then select the users or teams that you wish to publish the Process Map to.

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