Process

The  ReadiNow Process engine  is a powerful and flexible platform  tool  designed to  automate  how organisations manage and execute business operations. Whether  you're  coordinating approvals, managing onboarding, or enforcing co...

When approaching automation, it is common to default to a  linear, task-based mindset : "First we click this, then we  show that , then we get approval..." While this step-by-step approach is useful later on, it is not where you start if you...

Because Process and Multi-Step forms both give you the visual sequencing and transitionary paths that allow users to know what is coming up next, we will be highlighting where to use Process as opposed to Multi-step Forms. Criteria Use P...

Before you build or automate a process, it’s important to understand how ReadiNow’s Process tool organises workflows. Each process is structured into three main layers: Stages , Blocks , and Steps . Together, they provide a clear and scalable w...

The  Process Builder  in ReadiNow is a visual design tool that lets you construct business processes using drag-and-drop components. It enables both simple and complex workflows to be built without code, through stages, blocks, and steps. To crea...

Blocks are containers for  related actions or decisions  that happen within a stage. They typically represent a  sub-process  that delivers a specific outcome—like submitting a request, approving it, or handling an exception. Property Purp...

Steps are the  individual actions  that make up a process. These could be system tasks (like updating a record or sending data to another system), human tasks (like submitting a form or approving a request), or even conditional logic. To create a...

Use a Display Page step in a ReadiNow Process when you want to show a form or record to a user —for viewing, editing, or data input —without automatically creating or updating a record. Display Page Properties Property Description ...

You use a Run Workflow step when your business rules are embedded in a workflow and must run when the block the workflow step is configured under runs. Run Workflow Properties Property Description Name The name of the block...

Use a Create Record step in a ReadiNow Process when you need the process to generate a new record in the system—either as part of user input or system automation. Create Record Properties Property Description Name T...

Use an Update Record step in a ReadiNow Process when you need to modify data in an existing record as part of the process flow —typically the Primary Record or any related record. Update  Record Properties Property Description ...

The Verify button in the Process Builder is used to run a verification on the selected version of a process. Its main purpose is to ensure the integrity of the process by checking its configuration against a predefined checklist. This feature he...

The Run Debug feature in ReadiNow's Process Builder is used for testing and troubleshooting a process without assigning steps to actual end users. It simulates the process flow with admin privileges, helping builders validate the logic, data f...

Before you can make a Process available for use within an application you have to activate it in the Process Builder. Activation is like publishing the latest version of your Process.   When you activate the process ReadiNow performs a verific...

Processes are typically started by clicking on a button that launches the process.  For example, the below screen shows a button labelled “New Request” which will launch an Onboarding Process.  The New Request button launches an onboarding...

To start a Processes users would typically click on a button that is configured to start a certain process. You can configure a button on a page or form page to launch a Process.  Go to the page or form page. Drag a button on to the page where ...

In ReadiNow's Process feature, Process Step Tasks are individual tasks generated from each step within a Process run. Just like ReadiNow’s User Tasks, aka Tasks, they represent actionable items assigned to users, and each task corresponds to a s...

In ReadiNow, a  Process Run  represents an active or completed instance of a Process execution. When a Process is launched—either manually or through automation—it creates a Process Run record that tracks the state and progress of that particular ...