The Process Designer has four sections:

• Items - the entities included in the process
• Page / Email - settings for the process page and / or email sent
• Actions - process actions taken on the entity items
• DSD - optional DSD to gather data to be used in the process

Note that the Actions option is only available if Processors have been added in fAdmin.

Other options are also available from the banner at the top of the page.

Opens a separate browser tab and displays the process settings. You may be asked for selection criteria, if the DSD has been specified. You can further test the process with one of the following options:

• View the process page as it will be presented
• Download a zip of the documents in the process
• View how the email would be generated
• View the settings of actions that would be taken

Testing is only available when the design has been saved and no further changes have been made.

Changes made in the designer are saved in your browser's memory automatically but must be saved to the server to be effective. The Save button changes from green to amber and to red over time since the last save, or as more changes are made without saving.

Click the down arrow to the right of the button for more save options:

• Publish - make the process live
• Backup - make a copy of the process design that you can rollback to if necessary
• Rollback - roll the design back to a saved backup or previous published version
• Validate - check for errors in your process (this is done automatically when you publish)

When you Publish or Backup you will be asked to enter Version Notes. These can be seen in the Design History if you decide to Rollback the design.