IntelliBuddies Process Designer - FAQs
What is a Process Designer?
The Process Designer is a component of the IntelliBuddies Suite. It helps you design your automation quickly using the UI approach.
What is workflow?
A workflow is a single unit for designing a productive and efficient sequence of steps to accomplish a business outcome. Process Designer supports the following type of workflow:
What is a Process? Are Workflow and Process the same?
The Process is a combination of sequences containing methods and activities. No, Workflow and Process refer to different purposes. A process is a combination of workflows, while a workflow is a granular unit of a Process.
How to create a Process?
Create a new Process by launching Process Designer, choosing Processes from the side panel, and clicking New Process. Provide the new Process dialog's name, location, optional category, and description. Refer to detailed steps.
What is a sequence?
The Sequence is an individual reusable container. For better understanding, you can provide a name according to its function inside it. It connects several activities inside the container.
What are Activities?
Activities are the building blocks of workflow. You can build a Workflow by dragging and dropping these activities and making a sequence or a flow. Further, you can create business process automation by combining numerous workflows.
How to use activities?
Identify Activities from the rich categories based on your needs and use them by dragging and dropping them into a sequence or a flow. It is easier to identify as they are in different categories based on their functionality.
How to execute the Process?
After building the workflow with a set of activities, click on the Run button in the Design ribbon of Process Designer to execute your Process.
Is it necessary to learn the usage of all the activities to design our automation process?
No, it is not essential. It would be good to understand the usage of only those you want to use in your automation.
How do you assign a buddy in case of a professional edition of PD to execute the Process?
In the Professional Edition of Process Designer, you can use an Assistant Buddy to automate the execution. You can import the Process directly into Assistant Buddy from the local folder and create an appropriate trigger to execute the same.
What are Snippets? How to use it?
A Snippet is a small workflow segment containing a set of activities. You can export any block of activities you repeatedly add several times in your automation workflow as a snippet. You can drag and drop the Snippet in any of your automation workflows. Refer to detail steps for creating Snippet.
What is the difference between Enterprise and Professional Edition Process Designer?
Enterprise Edition is designed based on client-server architecture. IntelliBuddies Control Room is a server component, and Process Designer and Buddies are client components. At the same time, Professional Edition is a desktop version of IntelliBuddies. It comes with client components, Process Designer, and Assistant Buddy; you can use this for individual user-level automation.