Business process setup guide (BPMS)
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This documentation is valid for Creatio version 7.14.0. We recommend using the newest version of Creatio documentation.

Process Designer elements reference

Primary BPMN elements are introduced in Creatio. The visual representation and function of process elements are similar to those of standard BPMN elements.

In the table below, you can find a short description of each process element. More information about each element can be found in a separate chapter.

Contents

User actions

System actions

Start and end events

Intermediate events

Gateways

Subprocesses

Flows and connecting objects

User actions

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[Task] process element

Creates a new task.

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[User dialog] process element

Displays a dialog page with a question and a number of options to choose from. The process flow may change depending on the option that the user chooses.

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[Open edit page] process element

Opens a page for editing or creating a record.

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[Auto-generated page] process element

Displays the page with specified elements.

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[Pre-configured page] process element

Shows a specified page that was customized earlier.

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[Send email] process element

Generates a new email page. Automatically creates and sends emails.

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[Approval] process element

Used for creating approvals and informing all parties about the approval results.

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[Validation item] process element (Financial Services)

Determines a set of validation actions that a employee must complete.

System actions

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[Read data] process element

Automatically reads data that can be used by other process elements.

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[Add data] process element

Automatically creates new records in a specified object.

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[Modify data] process element

Automatically edits records in a specified object.

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[Delete data] process element

Automatically deletes records in a specified object.

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[Formula] process element

Automatically conducts calculations during the process.

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[Call web service] process element

Calls a web service method with specified request parameters and returns web service response as a set of outgoing parameters.

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[Change access rights] process element

Creates, edits, or deletes access rights to system objects for specified users or roles.

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[Predict data] process element

Enables prediction in business processes. This element uses pre-configured ML models.

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[Script task] process element

Executes a C# script. This element is designed for implementation of a non-standard logic that cannot be achieved using standard process elements.

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[Connect process to object] process element

Establishes a connection between a record and a process instance. The connected records are displayed on the [Connected objects] detail of the [Process log] section.

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[User task] process element

Runs various additional tasks. The list of available additional tasks can be modified with the help of the Action Designer.

Start and end events

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[Simple] start event

Indicates manual process start, for example, using the [Run process] menu.

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[Signal] start event

Automatically starts a process when a certain throwing signal is activated, as well as when a record is added, edited or deleted in the selected object.

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[Message] start event

Initiates a sub-process that is activated by a throw message of a parent process, as well as by events of an object or page.

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[Start timer] event

Initiates an automatic process launch at a specific time, either once or regularly.

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[Terminate] end event

Completes a process.

Intermediate events

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[Wait for message] intermediate event

Activates if a certain intermediate throwing message is activated in the process.

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[Wait for signal] intermediate event

Activates if a certain corresponding throwing signal is activated in the current or a different process. This element is also activated when a record is added, edited or deleted in the selected object.

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[Wait for timer] intermediate event

Pauses the process execution for specified period of time.

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[Throw message] intermediate event

When this element is activated, it activates a corresponding catching message in the current process.

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[Throw signal] intermediate event

When this element is activated, it activates a corresponding catching signal in the current process as well as in all active processes.

Gateways

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Exclusive event-based gateway

Used to create several alternative branches in the process depending on a message or signal received.

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Exclusive gateway (OR)

Used to direct the flow of a process to one of the available paths.

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Inclusive gateway (OR)

Used to create alternative flows in a process. Any number of these flows can be executed concurrently.

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Parallel gateway (AND)

Used to create several parallel flows, each of which must be executed before the process can complete.

Subprocesses

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[Sub-process] element

Runs a different process as part of the current process.

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[Event sub-process] element

A sub-process that is activated when a certain event occurs in the current process.

Flows and connecting objects

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Sequence Flow

Establishes the sequence of process actions.

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Conditional flow

Activates next element in the process if specific conditions are met.

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Default Flow

Used in conjunction with at least one conditional flow. Moving down the flow is performed when it is impossible to move down at least one conditional flow.

Next

User actions

System actions

Events

Gateways

Sub-processes

Flows and connecting objects

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