Last Updated: March 18, 2021

After designing your form, the next step is to decide who will process the information within the form, and how these data would be processed. The users that interact with the data in the process are compiled into what we call the Actors, while the manner on how they interact with the data are called Actions.

To design your process, follow these steps:

Step 1: Drag an actor card into the Process Flow and rename its Title.
Step 2:. Add (+) a Lane and configure its properties. Rename the step. This will also become the name of the Workboard where you can view tickets in a specific lane.
Step 3: Drag an action card to the newly added lane. Then click on the card to configure its properties.

After configuring the properties for the Actor and Action cards in the Process Flow, you can now finally re-connect all the action cards

ⓘ NOTE: You can always add another lane if more steps are required for the approval of your process.

For more advanced feature, you can also add an Automation to your process. To do this, drag or move an Action card where the lane and the automation row meet. Inside the Action Configuration, click the (+) plus button to add an Automation Rule, then fill up the Rule Information (Name, Description). A wizard will open to help you configure the automation layer.



RELATED ARTICLE(S):
Configuring the Automation Layer
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