How do I configure Processes for Rules?

Created by Mark Eves, Modified on Wed, 7 Sep, 2022 at 3:56 PM by Alfie Jennings

‘Processes’ allow rules for specific Form or processes to be ordered so they are easily sorted and searchable by the process they are applicable to. To search by a process, click on ‘Filter’.

Processes can be created or amended by selecting the Process button.

Processes can either be amended by clicking on the Edit button.

If creating a new Process, click "Add"

Enter a Process Number

Enter a name

Select a Parent Process (if applicable) to create a sub process.