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Process Builder

The Process Builder is a pivotal tool in Joget, allowing users to design and manage processes directly within the browser without requiring additional installations. This intuitive drag-and-drop interface simplifies the creation of workflows, enabling seamless integration and automation within Joget applications.

Process Builder will open up when clicked from the Quick Navigation Bar.

Elements available in process builder

The Process Builder supports various elements essential for designing workflows:

Tools bar

The Tools buttons are used to edit the process.

Edit: Edit the current process.
Remove: Remove the current process.
Clone: Clone the current process.
Add New: Add new process.
Show Additional Information:

New Tools bar

This new Tools bar helps with navigation and process building.

Auto Layout: Auto Layout automatically organizes nodes on the canvas to create a clean and structured flowchart with minimal user intervention.
Highlight: The highlight feature makes it easier to focus on selected nodes and their connections, especially in dense diagrams.
Navigator: A navigational MiniMap offers a bird’s-eye view of the entire canvas, enabling quick navigation across large or complex diagrams.
Undo: Revert the last action.
Redo: Restores the last reverted action.
Copy: Copies the selected element.
Paste: Pastes the copied element.
Fit to Screen: Refocuses and fits the process to the middle of the screen.
Zoom Out: Zooms out of the process.
Zoom In: Zooms in on the process.

Participant

Declares participant swimlanes representing roles or entities involved in the process.

Participant properties

To configure Participant properties, drag and drop the Participant element onto the canvas in Process Builder and click on it.

When adding Participant, you will see the following fields available for configuration:

ID: Participant ID
Name: Participant Name

Activity

Maps activities to forms for human interaction within the workflow.

Activity properties

To configure Activity properties, drag and drop the Activity element onto the canvas in Process Builder and click on it.

When adding Activity, you will see the following fields available for configuration:

ID: Activity ID
Name: Activity Name
Incoming Type: Incoming transition treatment type.
It only appears when there are two transitions mapped into an activity.
- AND: if both transitions are true, the result is true; else, the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.
Outgoing Type: Outgoing transition treatment type.
It only appears when there are two transitions mapped from an activity.
- AND: if both transitions are true, the result is true, else the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.
Deadlines: Multiple Deadlines can be set for each activity. Learn about Deadlines and Escalations.
Limit: SLA Limit for the activity. A number is expected in this field.

Tool

Associates tools with plugins for programmatically achieving specific functionalities.

Tool properties

To configure Tool properties, drag and drop the Tool element onto the canvas in Process Builder and click on it.

When adding Tool, you will see the following fields available for configuration:

ID: Tool ID
Name: Tool Name
Incoming Type: Incoming transition treatment type.
It only appears when there are two transitions mapped into a tool.
- AND: if both transitions are true, the result is true; else, the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.
Outgoing Type: Outgoing transition treatment type.
It only appears when there are two transitions mapped from a tool.
- AND: if both transitions are true, the result is true, else the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.

Route

Determines the flow of the process based on defined conditions and transitions.

Route properties

To configure Route properties, drag and drop the Route element onto the canvas in Process Builder and click on it.

When adding Route, you will see the following fields available for configuration:

ID: Tool ID
Name: Tool Name
Incoming Type: Incoming transition treatment type.
It only appears when there are two transitions mapped into a route node.
- AND: if both transitions are true, the result is true; else, the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.
Outgoing Type: Outgoing transition treatment type.
It only appears when there are two transitions mapped from a route node.
- AND: if both transitions are true, the result is true, else the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.

Subflow

Triggers the start of another process within the same application, either synchronously or asynchronously.

Subflow properties

To configure Subflow properties, drag and drop the Subflow element onto the canvas in Process Builder and click on it.

When adding Subflow, you will see the following fields available for configuration:

ID: Subflow ID
Name: Subflow Name
Incoming Type: Incoming transition treatment type.
It only appears when there are two transitions mapped into a subflow.
- AND: if both transitions are true, the result is true; else, the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.
Outgoing Type: Outgoing transition treatment type.
It only appears when there are two transitions mapped from a subflow.
- AND: if both transitions are true, the result is true, else the result is false if one transition is false.
- XOR: if either of the transitions is true, then the result is true, else if both the transitions are true, then the result is false.
Deadlines: Multiple Deadlines can be set. This is only applicable when Subflow is set to Asynchronous execution.

Transition

Connects nodes within the process flow, defining the sequence and logic between elements.

Transition properties

To configure Transition properties, select an element, drag and drop the Transition to another element, and click on it.

When adding Transition, you will see the following fields available for configuration:

Name: Transition name
Style:
Transition style
- Straight
- Orthogonal
Type:
Transition type
- Normal
- Conditional
- Otherwise
- Exception

Start

The start node denotes the start of the process flow.

End

The end node denotes the end of the process flow.

List view

Provides an overview of all elements within the Process Builder, facilitating easy configuration and management of process components.

Mapping tab

Integrates the Process Mapper functionality from Joget DX 7 directly into the Process Builder interface. This feature allows users to configure element mappings within the same screen, enhancing workflow customization and efficiency.

Grid Feature

The grid ensures precise alignment of nodes on the canvas, improving layout consistency. Users can toggle grid visibility and adjust the grid size.

- Grid Off: Nodes move freely with a minimum unit of 1px for smooth dragging.
- Grid On: Nodes snap to a 20px grid (default), ensuring clean alignment when rendering or moving.

Simplifies alignment and layout organization and provides flexibility for users to customize alignment preferences.

Snapline Feature

Dynamic snaplines help align nodes during movement by comparing their positions with those of other nodes. Snaplines are displayed for:

Center alignment between nodes.
Border alignment between nodes.

Snaplines appear dynamically during dragging. This speeds up precise node placement and reduces manual adjustments, and improves layout consistency.

Preview Form

The Preview Form feature enables users to quickly view and interact with a form within the Process Builder, all without leaving the design environment. This provides a seamless way to validate form design and functionality. Users can open a form preview directly within the Process Builder and display the selected form as it would appear in the actual application. This speeds up the process of building the process without switching between different views and ensures form usability and design consistency within the process flow. It also reduces the need for external previews, enhancing workflow efficiency.

Preset Tools

The Preset Tool allows users to directly drag a pre-configured tool from the palette into the canvas, eliminating the need for manual configuration after placement. This streamlines the process of adding elements to a workflow. Users can drag a tool from the palette that already has a plugin configuration. This eliminates the extra step of placing a tool first and then configuring it, and supports different preset configurations for commonly used tools. Users can still modify the settings after placing the tool on the canvas. This speeds up process design by reducing the steps needed to configure tools and enhances user experience by making workflow creation more intuitive.

Keyboard shortcuts

Enhances usability with shortcuts for common actions like saving, copying, pasting, undoing, and redoing.

Ctrl + S: Save Builder
Ctrl + C: Copy Element
Ctrl + V: Paste Element
Ctrl + Z: Undo
Ctrl + Shift + Z: Redo