Designer

Designer is where process designers create and maintain processes. It has two parts:

Part	What it covers
Processes	The list of processes and their lifecycle: create, edit, import, export, activate, and delete
Case Tables	Create custom tables, group them into domains, and publish schema changes

The Vue Designer sidebar has only Processes and Case Tables. Opening a process starts the embedded Process Designer, whose top menu contains:

• DynaForms
• Input documents
• Output documents
• Triggers
• Database connections
• Case scheduler

Other tools open from the canvas or from a process object:

• Permissions and supervisors
• Web entry

Designer access

Designer requires the process-design permission (PM_FACTORY). Additional sections, such as Case Tables, have their own permissions.

Changes affect running cases

Editing a process can change how new and running cases behave. Test process changes in a safe environment before you apply them in production.

The Designer sidebar: Design (Processes) and Case Tables.

Related

• Processes — manage the process list.
• Process Designer — work inside a process.
• Case Tables — create and manage custom tables.