ProcessPro

Learn how to start a workflow from a published process, assign users to roles, and understand workflow snapshots.

Starting a Workflow from a Published Process

Control workflow progression using Next Step to advance, Pause to suspend, Reinstate to resume, and Cancel to terminate.

Navigating a Workflow with Next Step, Pause, and Cancel

Escalate or reassign workflow tasks to other users, and understand how email notifications work for task assignment and escalation.

Managing Workflow Tasks — Escalation, Reassignment, and Notifications

Configure decision nodes to route workflows to Yes or No branches, and use DecisionSwapYesNo to reverse branch labels.

Using Decisions and Branches in Workflows

Use parallel gateways to present row options, advance through selected rows, and understand terminator rows.

Parallel Gateways in Workflows

Send a workflow back to a previously completed step, freeze first-pass snapshots, and redo activities.

Return for Change in Workflows

Start child workflows from linked process activities and understand parent-child blocking behavior.

Linked Process Workflows - Starting Child Workflows

Configure automation flows to automatically skip activities that have no remaining work.

Workflow Skip Step Automation

Configure automated activities that execute without user tasks, using Power Automate and ProcessPro Automate actions.

Automation Flow: Automate Activities in Workflows

Understand workflow step access levels — View, Act, Manage, and Supervise — and how permissions are enforced.

Workflow Permissions and Security

Understand what happens when a workflow completes, is rejected at a gate, or reaches a terminal state.

Workflow Completion, Rejection, and Terminal States

Track workflow progress with the progress bar, understand due date calculations, and manage overdue workflows.

Workflow Progress, Due Dates, and Overdue Status

Understand how map-defined loopbacks return workflows to earlier activities while preserving first-pass history.

Loopback in Workflows — Returning to Earlier Activities via Process Map

View all workflow runs for a process, inspect process steps via the diagram menu, and delete workflow records.

Viewing Workflow Records and Process Steps

Understand the automation flow system, available engines (Power Automate, ProcessPro Automate, ProcessPro Workflow), flow types, and how to configure them.

Automation Flow Overview: Engines, Types, and Configuration

Configure Role Approval and Manager Approval automation flows, including single-user and all-users approval modes.

Automation Flow: Role and Manager Approval

Generate PDFs, JSON documents, and DOCX documents from templates using automation flows.

Automation Flow: Document Generation

Save generated documents to ProcessPro Managed Documents, SharePoint, Azure Blob Storage, or external API endpoints.

Automation Flow Document Saving: ProcessPro, SharePoint, Azure, and External APIs

Automatically create tasks from form submission repeater data, with filter support and idempotency protection.

Automation Flow: Create Tasks from Submissions

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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