Process Library
The Process Library in Xflow serves as the central hub for managing business processes, providing a structured environment to create, view, and organize workflows efficiently. It enables users to streamline workflow management through folder structures, quick access to recent and pinned processes, and detailed insights into each process.
Enhancing Workflow Management
To maintain an organized workspace, the Process Library allows users to structure their workflows into folders and subfolders.
All Data: The primary tab where users can create, categorize, and access all processes.
Folder Organization: Users can create folders and subfolders to group related processes, ensuring clarity and better accessibility.
Implementing Processes: Processes can be directly added or managed within folders to maintain a structured workflow.
Navigating the Process Library
The Process Library is designed with three main tabs to efficiently manage processes:
All Data
Displays all available processes.
Enables folder and subfolder organization.
Provides the ability to implement processes directly within folders.
Recents
Lists all recently viewed or modified processes and folders.
Limitations: The Add option for creating new folders is unavailable.
Navigation: Clicking "Back" redirects to the All Data tab.
Pinned
Displays frequently accessed or important workflows pinned by the user.
Folder Behavior: If a pinned process exists within a subfolder, only the subfolder appears as the root folder.
Limitations: The Add option for new folders is unavailable.
Navigation: Clicking "Back" redirects to the All Data tab.
Process Details and Actions
Each process in the library contains the following details:
Name: Unique identifier for each process.
Version: Tracks updates and iterations.
Editor Access: Displays users or teams with editing permissions.
Published By: Identifies the user responsible for the latest publication.
Published At: Timestamp of the last publication.
Created By: Shows who initially created the process.
Created At: Timestamp of process creation.
Available Actions:
Launch: Start the process.
Run History: View past executions of the process.
Clone: Duplicate an existing process.
To view additional details, click the “+” icon next to the process name to expand granular information.
Creating a New Process
Click Create New Process to initiate a new process.
Choose between an auto-generated name or enter one manually.
Search and Filter Options
Use the “Last Published” filter to find processes by recent publication dates.
Search processes by Name or Published By using the search bar.
By leveraging the Process Library, users can maintain an efficient workflow, collaborate effectively, and ensure seamless execution of processes.