Creating a Process

Written By Janos Veres

Last updated About 4 hours ago

Creating a Process

This guide walks you through creating a new process template in Lumen.

Create Process Dialog

Click Create Process on the Processes page to open the creation dialog.

create-dialog

Enter a name for your process. The system will generate a process code automatically.

Quick Mapper (Optional)

For rapid process definition, use the Quick Mapper — a text-based shorthand for defining process structure.

quick-mapper

Quick Mapper Syntax

SymbolMeaningExample
>Sequential block> Onboarding Process
-Step- Review Application
|Parallel block| Parallel Approvals
@HTTP Action@ Send Notification
&Job Action& Generate Report
~Reference Process~ Background Check

Example

> Employee Onboarding  - Submit Application  - HR Review  | Parallel Approvals    - Manager Approval    - IT Setup  - Orientation  @ Send Welcome Email

This creates a sequential process with two initial steps, followed by a parallel block where manager approval and IT setup happen simultaneously, then an orientation step, and finally an automated welcome email.

After Creation

process-created

Once created, your process opens in the Process Editor where you can:

  • Add and configure steps
  • Define form fields for each step
  • Set assignee rules
  • Publish the process for use

What's Next?

Continue to The Process Editor to learn about the visual process builder.