Create a process in Process Composer

Create a process work flow to address your business requirements. You create the process in the Process Composer that incorporates human and bot tasks.


  • You must have a Bot Creator license.
  • You must be assigned a custom role with the create folder permission.
    Note: Each task, logic condition, and end point now supports the copy, paste, and cut elements from the bot editor. Additionally, you can double-click to add and replace items on the canvas. See Behaviors supported in the Process Composer.


  1. Create a process:
    1. From your local machine, log in to your Control Room as a Bot Creator.
    2. From the left pane, click Automation, and then click Create new > Process.
    3. In the Create process page, enter a name for the new process.
      Processes are saved in the \Bots\ folder by . Click Browse to change the default folder.
    4. Click Create & edit.
    5. Click the process name to rename it.
  2. Add an initial form to the process by clicking Start.
  3. From the Start panel, perform these steps:
    1. Browse and Select initial data form.
    2. In the Request title field, enter any text or insert a variable.
      This is the input variable. A dynamic title is created for this request that will be displayed in the web interface and will serve as a reference.
      Note: You can use a Reference ID such as ref ID = $RefId$. Reference ID is a Meta variable type.
      Demonstrates drilling down in the UI to select the reference id for meta variable.
    3. In the Task name field, enter the name of the task.
      You can use a Reference ID such as task ref ID = $RefId$.
    4. In the Data privacy tag field (same as PII tag), enter a text or variable to generate hidden custom output.
    5. Click Apply.
  4. Add Bot Task to a process.
    The Bot Task runs a bot with inputs and outputs.
  5. Add Human Task to a process.
    The Human Task displays a form that requires interactions by a user.
  6. Add Filter Task to a process.
    The Filter task allows you to filter a variable according to your specific criteria.
  7. Add Process Task to a process.
    The Process Task enables for you to run a process.
  8. Add Document Validation to a process.
    The Document Validation Task displays a validator for a document that requires validations.
  9. Add a condition to the process by dragging the condition from the Elements panel.
    You can choose If/Else pair or Else if.
  10. From the Condition panel, perform these steps:
    1. Add a description in the Description field.
    2. Add a message in the Display message field.
      The display message you enter is shown in the request view page in the web interface.
    3. Click Add Condition to add a condition.
      You can choose a condition from the four available types: Boolean, Datetime, Number, or String.
    4. Click Apply.
  11. Add End Point to a process.
    The End Process ends a process with a selected status while the Go to navigates to another tasks in a process.
    You have now configured your process
  12. If you want to preview your bot or forms information in the Process Composer (Edit process page) in both your public and private workspace, follow these steps.
    1. Click the vertical ellipsis next to the Bot Task or the Human Task.
    2. Select either the Preview bot or Preview form option.
      In the public workspace, these options display the Bot name preview or Form name preview page. The page enables you to quickly view a bot or form.
      In the private workspace, these options display the Edit Task Bot or Edit form page in which you can make changes to your Task Bot or form.