Getting Started with Process App

This guide will help you get up and running with the Process App, FlowState's visual process design and workflow documentation application.

Prerequisites

Before using the Process App, ensure you have:

• Access to a FlowState workspace
• An active user account with appropriate permissions
• A modern web browser (Chrome, Firefox, Safari, or Edge)

Accessing the App

1. Navigate to the FlowState app launcher
2. Click on Process (workflow icon)
3. You'll be directed to the Process Home page

Alternatively, you can access the app directly at:

/process/home

Initial Setup

Step 1: Understand the Navigation

The Process App uses a streamlined navigation structure:

Step 2: Explore the Home Page

The Home page provides a quick start guide and entry points into the app:

1. Quick Start - Links to view, create, and analyze processes
2. Recent Processes - Access your most recently viewed processes
3. Statistics Overview - Quick glance at execution metrics

Step 3: Browse Available Processes

Navigate to the Processes page to see all process definitions:

1. Click Processes in the navigation
2. Use the sidebar to browse processes by category
3. Use the search box to filter by title, name, or description
4. Filter by status: Draft, Active, or Archived

Viewing Your First Process

To view a process flowchart:

1. Navigate to the Processes page
2. Browse or search for a process in the sidebar
3. Click on a process to load it in the viewer
4. The flowchart renders with all steps and connections visible
5. Click any step to see its details in the panel below

Navigating the Flowchart

Understanding the Breadcrumb

When you navigate into subprocesses, a breadcrumb trail shows your location:

Home > Main Process > Subprocess A > Current View

Click any breadcrumb item to navigate directly to that level.

Understanding Step Types

The Process App supports various step types organized into categories:

Flow Control Steps

Action Steps

Integration Steps

Keyboard Shortcuts

The Process App supports keyboard shortcuts for efficient navigation:

Editing a Process

To enter edit mode and modify a process:

1. Open a process in the viewer
2. Click the Edit Mode toggle in the toolbar
3. The step palette appears on the left side
4. Drag steps from the palette onto the canvas
5. Configure step properties in the property panel
6. Connect steps by dragging from output handles to input handles
7. Changes auto-save, or press Ctrl/Cmd+S to force save
8. Click Publish when ready to make the process live

See Creating a Process for a detailed walkthrough.

Understanding Process Status

Processes have three status states:

Draft ---(Publish)---> Active ---(Archive)---> Archived

Viewing Execution Statistics

To monitor process performance:

1. Navigate to the Statistics page

2. Toggle between 7-day and 30-day views

3. Review key metrics:

   • Total executions
   • Success rate
   • Average duration
   • Currently running

4. Analyze charts for trends and patterns

Next Steps

Once you've completed the initial setup:

• Explore Features to learn about all capabilities
• Follow Creating a Process for a detailed workflow
• Check the FAQ for answers to common questions
• Review Troubleshooting if you encounter issues