Process

Creating a New Process

Creating a new process in Xflow is simple and intuitive. Follow these steps to build a new process within the system:

• Access the Process Builder: Navigate to the Process Builder from the main dashboard and click on the Create New Process button located in the top right corner.

• Name Generation: xflow automatically generates a name for the new process. If needed, you can modify the name to provide a specific or more descriptive one.

• Process Building Screen: Once you click Create Process, you will be directed to the process building interface, where various functionalities are available to help you design an efficient workflow.

Intrduction to Process Builder

The Process Builder is a powerful tool within Xflow that allows users to create, manage, and execute processes in a user-friendly environment. It offers the flexibility to create workflows using nodes and connections, while also providing visual indicators for process configurations and statuses.

The Process Builder interface includes a range of features to help users create well-organized processes, ensuring all steps are properly connected and aligned with the desired outcome.

Key Points for Process Building

1. Node Action: Nodes represent individual steps or actions within the process. Click on the nodes to configure them according to your requirements.

2. Connect: To connect other nodes, you have two options:
   Drag from the Left Panel: Select a node from the left-hand panel and drag it directly into the Process Builder area to position and connect it to the flow.
   Use the Magic Block: Alternatively, you can create connections by clicking and dragging from one node’s black dot to another point in the builder area. When you release the connection, a Magic Block will appear.

   Magic Block Functionality

   The Magic Block offers two options:

   • Search for Nodes: You can search for a specific node and, upon selecting it, the node’s configuration screen will immediately open.

   • Provide a Prompt: Instead of searching, you can enter a prompt. The system will suggest relevant nodes based on the prompt. Once a node is selected, it opens the node’s configuration, where AI assistance will help guide the setup. In the AI-assisted mode, you can proceed by clicking Send with the generated prompt or edit the prompt before continuing.

3. Node Labels: Click on the label to change the node labels as needed.

4. Status Indicators:

   • Red Dotted Lines: Indicates nodes that are not yet configured or have had their existing configurations changed.

   • Grey Lines: Indicates that node configurations are completed.

5. Execution Status:

   • Green Circle: Represents successful execution, enabling users to view and utilize results in both the configuration preview and the Run History page.

   • Error Icon: Indicates that the node has encountered an error during execution.

6. Reset: To reset or remove nodes from the flow, select the cross icon located in the top right corner of the respective nodes.

Process Flow Essentials

• In process design, the source and destination are vital components.

  Source: The input node, which marks the starting point of the process. This is where the data that needs to be manipulated is configured or entered.
  Destination: The output node, which marks the end point of the process. This is where the manipulated data is stored or sent.

• Between the source and destination nodes, data actions and business nodes are utilized to perform functions on or manipulate the data.

• To maintain a continuous flow, ensure that every action block is connected to a node. No node should remain disconnected, as this would interrupt the process and prevent data from being stored or utilized properly.

Adding a Process Description

Clicking on Add Description within the process opens a side modal, providing users with two ways to add the description:

1. Manual Entry:

   Write the description in the provided input field and click Save.

2. AI Generation:

   Click on the Generate Description option to have AI create a description based on the current process build, then click Save. Users can generate descriptions multiple times until a Jira is created for that version.