How Do I...?

This page presents links to software simulations, videos and/or text walk-throughs for performing various tasks in Process Director. This page is a work in progress and will grow over time, so be sure to check back here for new content.

Some of the presentations linked from this page have been suggested by Process Director users and customers. If you have a suggestion, please use the Feedback Form at the bottom of the page to submit your suggestion for How Do I? topics.

Software Simulations

This section is designed to provide a series of links to software simulations to walk you through the process of performing different tasks in Process Director. These simulations replicate the look and feel of Process Director in your browser, and walk you through the process of performing the task as if you were doing to in the product. Button clicks, responses, and configurations are all performed via these simulations, which also provide guidance and text commentary as you work through them.

Each of the links below will open the simulations in a new browser window. To start each simulation, simply click the play button that will appear on the screen when the simulation loads.

Software Simulation
Creating a new Content List Folder
Creating a New Form
Creating a New Business Rule
Creating a new Dropdown Object
Creating a new Case Definition
Creating a new Application from a Template
Creating a stub for a new application
Create a Processes In Error Knowledge View
Create an Email Template
Create a Knowledge View to perform a generic search for Content List objects
Configuring a Custom Task in a Form
Configuring a Custom Task in a Process Timeline
Importing and using Excel spreadsheet data
Timeline Activities: Configuring a User Activity
Timeline Activities: Configuring a Custom Task Activity
Timeline Activities: Configuring a Wait activity to pause a Process Timeline for a specified period of time
Timeline Activities: Configuring a Parent activity to create an approval loop
Timeline Activities: Configuring a Branch Activity
Timeline Activities: Configuring a Form Actions Activity
Setting Permissions
Meta Data: Navigating to Meta Data Administration
Meta Data: Creating Categories
Meta Data: Creating Attributes
Meta Data: Assigning Metadata to Object Definitions
Meta Data: Link Attribute to Form Field
Meta Data: Set Meta Data Custom Task
Subprocess: Calling Synchronously
Subprocess: Calling Asynchronously
Business Values: Creating a New SQL Business Value
Business Values: Fill Dropdowns and Set Form Data

Videos

This section links to brief video presentations.

Video
Add a Form Control to a Form (Properties Dialog)
Add a Form Control to a Form (Permanent Properties Pane) (v6.0 and higher - Subscription license only)
Add an Array to a Form
Create a Content List Folder
Create a Form
Create a Dropdown Object
Create a Timeline Activity
Create a Business Rule
Create a Case Definition
Create a Report
Use the Data Flow Analyzer
Use Debug Mode
Workspace Desktop Interface Example
Importing and Using Excel Data
Threaded Comments in a Journal Control
Use Parameters in a Knowledge View
Add a Form Custom Task
Add a Process Timeline Custom Task
Create a New Application from a Template
Permanent Properties Pane Demo (v6.0 and higher - Subscription license only)
Setting Permissions
System Variable Parameters Demo

Walk-Throughs

This section provides text and images to provide step-by-step instructions for performing more complex tasks, that can't be easily presented via software simulation or video presentation.

Walk-Through
Building a Simple Application
Send SMS Messages with Process Director
Create a Callable Subprocess
Create a generic Template for new applications
Customize the UI for Creating and Displaying Forms