Overview
Workflows allow you to execute a published process step by step, assigning tasks to users and tracking progress through each activity. When you start a workflow, ProcessPro creates a snapshot of the published process so that any later edits to the process map do not affect the running workflow.
Quick Steps
Open the published process you want to run as a workflow.
Select the Form icon located in the Objectives box in the right-hand side diagram content menu. The form will open up.
Fill it in and select Submit. This will start the new workflow and navigate to the workflow page.
Set Users Fallback Logic
The fallback logic works as follows:
Explicit assignment — role(s) with assigned users are assigned to activities.
Process Owner fallback — if a role is unassigned and the process has an owner, the owner is assigned.
Initiator fallback — if no owner is set, the person starting the workflow is assigned.
Important: Workflow snapshots are immutable. Once a workflow starts, changes to the published process do not affect the running workflow.