Starting a Process

Processes can be launched by clicking on a button, or via a trigger condition being met.

For example, the below screen shows a button labelled “New Request” which will launch an Onboarding Process. 

The New Request button launches an onboarding Process

Upon clicking the button, if it is the first time they have launched this process the user will be presented with a launch confirmation prompt. This can be skipped for future launches if the user chooses by selecting the checkbox at the bottom of the prompt 'Don't show this again'.

If we take a look at the configuration of this Process, we can see that in its first block there is a Display Page step that is configured to show a multi-step form named 'Initial Request', and is set to create as new record.

The first step in the process is to launch a multi-step form named "Initial Request"

Here is what the user will see when they click on the New Request button.

What the end user will see after the process launches the multi-step form

If the Process is configured to not allow parallel runs on a record

And the Process is already running on the record it has been triggered for, users will receive a message explaining the Process could not start because it is already running on this record.

If a Process is launched by a user, but they do not have a task, they will be notified it has started.