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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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 ...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...
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Last Updated: 16/07/2025
in Working with Resources Process
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...