Edit a process

When in the process editing canvas:

• Use the left top menu to return to the main Nintex CE Platform menu.

• Click the breadcrumb links to go to folders and your Processes workspace.

• Click Map or Procedure to create and edit processes.

• Click the Version history icon to view the version history. In version history you can view and restore previous published versions of this process.

• Click Edit, Save Draft, or Publish depending on what state your process is in.

• Click the triple dot header actions menu to:

  • View process details. Sets the Name, Process owner A process role. A Process Owner in Nintex Processes is responsible for managing the lifecycle of the process., Process experts A process role. A Process Expert in Nintex Processes is responsible for keeping the process definition updated to match how the organization actually functions., Folder location, Objective, and Background details of the process.

  • View changelog. See Process changelog for more information.

  • Export this process. Exports the process definition as a .json artifact file.

• Click the - or + magnifying glasses, or use your mouse scroll wheel, to zoom in or out of the process canvas.

Trigger example: A purchase order is received.

1. Click Add trigger.
2. Add details for the following fields:
   • Starts
   • Frequency
   • Volume

Input example: An approved purchase request form.

1. Click Add input.
2. Add details for the following fields:
   • Input
   • From Process
   • How is it used

Delete a trigger or input using the Delete icon.

To add activities in the Map view:

1. Hover over the connection line, click the add icon and select Activity from the menu.

2. In the configuration panel, add a Description for the activity.

3. Select the Participant Groups and Systems from the drop-down (you can select more than one).

4. Add activity content in the form of task, notes, attachments, or web links.

5. Click Save Draft.

To delete the activity, click to select it, then click the delete icon.

To add an activity in the Procedure view:

1. Enable edit mode.

2. Hover over the line where you want to add an activity and click the + icon.

3. Select Activity.

4. In the configuration panel, add a Description for the activity.

5. Click Participant Groups and System and select them from the pop up (you can select more than one).

6. Add activity content in the form of task, notes, attachments, or web links.

7. Click Save Draft.

To delete the activity, click to select it, then click the triple dot menu and select Delete.

To add a decision in the Map view:

1. Hover over the connection line, click the add icon and select Decision from the menu.

2. In the configuration panel, add a Description for the decision.

3. Select the Participant Groups and Systems from the drop-down (you can select more than one).

4. Hover over the connection line after the Yes or No and click the add icon.

5. For the Yes path, select one of the steps below and configure that step:

   • Activity: create a new activity as part of this decision path.

   • Process: Links out to another Process as the next step in this decision path.

6. For the No path, select one of the steps below and configure that step:

   • Activity: create a new activity as part of this decision path.

   • Process: Links out to another Process as the next step in this decision path.

   • Loop: Select a previous step to loop back to. This is typically used in a review decision.

   • End: Ends the process with this decision.

7. Click Save Draft.

To delete the decision, click the step to select it, then click the delete icon.

To add a decision in the Procedure view:

1. Enable edit mode.

2. Hover over the line where you want to add an activity and click the + icon.

3. Select Decision.

4. In the configuration panel, add a Description for the activity.

5. Click Participant Groups and System and select them from the pop up (you can select more than one).

6. For the Yes path click the Goes to drop-down to select either Next step or Activity.

7. For the No path click the Goes to drop-down to select

   • Next step: sets the step following the decision as the outcome of this path.

   • Activity: create a new activity as part of this decision path.

   • Loop: Select a previous step to loop back to. This is typically used in a review decision.

   • End: Ends the process with this decision.

To delete the decision, click to select it, then click the triple dot menu and select Delete.

To add a new parallel activity:

1. Hover over the connection line, click the add icon and select Parallel activity from the menu.

2. In the configuration panel, click Add path to add an additional concurrent path if needed.

3. Select an activity connected after the parallel paths split and configure it.

4. Configure all the other parallel activities.

5. Click Save Draft.

To change the order the list of parallel activities drag and drop an activity up or down within the list.

Drag and drop an activity out of the list to move that activity to a non-parrallel position in the process.

To delete the parallel activity, click to select it, then click the delete icon.

1. Click the activity on the procedure list.

2. Click the triple dot menu and select Parallel with next.

The two activities then are concurrent paths in your process. You can re-order the list of sub-activites by dragging them with the triple dot icon.

To return that activity to the previous step order click the triple dot menu and select Remove from parallel.

To delete the parallel activity, click to select it, then click the triple dot menu and select Delete.

To add a new linked process:

1. Hover over the connection line, click the add icon and select Linked process from the menu. A new linked process step appears on the map, and the Linked process drawer opens.

2. In the Process field, click Select a process.

3. In the Select process dialog, browse through the folders to find the process. To narrow the list, specify a name in Search processes.

4. Select the process, and then click Confirm. The step now shows the name of the linked process.

5. Optional: In Participant Groups and Systems, select the groups, people, and systems that are responsible for this step.

Note: If you add a linked process step but do not choose a process, the step shows No process added. You cannot publish the process until you select a process for every linked process step.

To add a new linked process:

1. In the Procedure view, find the activity after which you want the linked process. Click the add + button below it .

2. Select Linked process. A linked process card is added to the procedure.

3. On the card, under Linked process details, click Select a process.

4. In the Select process dialog, find and select the process, and then click Confirm.

5. Optional: Use Add Participant Groups and Systems on the card to choose who or what is responsible for the step.

1. In the Procedure view, click Change linked process next to the process name on the card. In the Map view, select the linked process step, and then click the edit button next to the process name in the Linked process drawer.

2. In the Select process dialog, select a different process, and then click Confirm.

Note: Selecting a different process replaces the previous one. Closing the dialog with Cancel keeps the current link. If the dialog opens with a process already selected, that process appears next to Selected process:.

1. Click the name of the linked process on the Map step, in the Linked process panel, or on the procedure card.

2. The process opens in a new browser tab. It opens its draft if you have access to one, and otherwise its published version.

• To reorder a linked process in the Procedure view, drag the handle on its card to a new position.

• To delete a linked process in the Procedure view, click Activity options menu on the card, and then select Delete.

• To delete a linked process in the Map view, select the step, and then click Delete element.

• If you do not see Linked process in the add menu, open the process draft in editing mode. If it is still missing, ask your Nintex administrator to confirm that linked processes are enabled for your workspace.

• If a step shows No process added or Linked process is missing, select the step, click Select a process, choose a process, and click Confirm. You can also delete the step if you do not need it.

• If a step shows Linked process unavailable, click Change linked process (Procedure view) or the edit button next to the process name (Map view), select a process that is available, and click Confirm. You can also delete the step.

• If publishing reports that linked processes couldn't be checked or that the loop check failed, publish again. If the message continues, contact your Nintex administrator or support.

• If publishing reports a loop, change or delete the linked process step named in the message so the chain of linked processes no longer leads back to this process.

• If a step shows Restricted access, ask a folder owner or your Nintex administrator to give you access to the linked process. You do not need access to publish, so you can still save and publish while you wait.

• If the Select process dialog shows an error, click Retry. If you cannot find a process, browse into other folders using the folder list and the Folders breadcrumb, or specify a different name in Search processes.

• To verify the fix, check that every linked process step shows a process name with no warning, and publish the process again. If the problem continues, contact your Nintex administrator or support and include the process name, the linked process name, and the exact message.

Output example: Approved invoice.

1. Click Add Output

2. Add details for the following fields:

   • Output

   • How is it used

3. Use the Select a Process button if this process output involves another process.

Performance targets example: Process completed within 5 business days

1. Click Add Target

2. Add details for the following fields:

   • Measure

   • Target

   Delete an output or target using the Delete icon.

You need Permissions to edit the draft. If you can only view the draft, the save and publish buttons are not shown.

The editor must be in edit mode. Switch to edit mode with the toggle in the toolbar if the editor is in view mode. Save Draft is unavailable in view mode.

1. In the process editor, make your changes to the draft. After your first change, the Save Draft button becomes available.

2. Click Save Draft. The button shows Saving... while the save is in progress.

3. Wait for the message Process saved successfully. The status next to the buttons changes to Saved just now, and the Save Draft button becomes unavailable again until you make another change.

Troubleshooting

• If a required field is empty, the draft is not saved and the message Unable to Save appears. It tells you which section to complete: Please fill out all Triggers & Inputs fields, Please fill out all Outputs and Targets fields., or Please fill out all required fields. Complete the fields and click Save Draft again.

• The Publish button is unavailable while you have unsaved changes. Save the draft first, and then publish.

• If saving fails, your changes stay in the editor and the Save Draft button stays available, so you can try again.

1. Look at the status next to the Save Draft button. It reads, for example, Saved just now, Saved 5 minutes ago, or Saved 2 days ago.

2. Hover over the status to see the exact date and time of the last save.

If you have unsaved changes and you try to leave the editor, for example by selecting a breadcrumb or another link inside Nintex Processes, or by using the browser's back or forward button, a prompt asks you to confirm.

1. In the Leave without saving? dialog, read the message: You have unsaved changes. If you leave now, you'll lose your changes.

2. Click Cancel to stay in the editor with your changes intact. Pressing Escape or closing the dialog does the same. Then click Save Draft to keep your work.

3. Click Leave only if you want to discard your unsaved changes and continue to the page you selected.

Note: The prompt only appears when the editor is in edit mode and has unsaved changes. If you close the browser tab or refresh the page with unsaved changes, your browser shows its own warning instead. The wording of that warning depends on your browser.

1. Open the drafts list and select the draft you want to continue.

2. The process editor opens straight away and shows a loading state while your saved draft is retrieved.

3. When loading finishes, the editor shows the content from your last save, and you can carry on editing.

Note: If the draft cannot be opened, the message The process draft could not be loaded. Please try again. appears and you are returned to the drafts list. If the draft has been published since you last opened the list, the message This draft has been published. Showing the published process. appears and the published process opens instead.