Digital Processes

View a list of your digital processes.

A digital process is a configurable, automated workflow designed for a value stream within your organization. You define a trigger that launches the process in response to events in the system, and the process then executes a sequence of steps that may call out to different systems or services.

In the context of a value stream, it's designed to ensure that key business outcomes (for example, new customer onboarding, order fulfillment) are delivered in a consistent, efficient, and traceable way. With a Value Stream Modeller, you can visualize and manage these end-to-end operational flows.

Digital processes dashboard

The dashboard displays all processes available within your tenant. From this view, you can create, activate, deactivate, or delete processes as needed.

Key dashboard features include:

• Process status: View whether a process is active or inactive.

• Search and filter: Locate processes by name or sort them alphabetically.

• Last published: Sort or search by the date a process was last updated.

• Process metrics: Track how many times a process has been triggered, completed, failed, or stopped. For example, each time an order is placed, the related process instance is counted.

• Validation status:

  • Pending – Configuration is being validated.

  • Invalid – Contains configuration issues and cannot run.

  • Validated – Successfully configured (regardless of whether it’s active or inactive).

Deletion is only possible when a process has no active instances. A confirmation dialog ensures processes aren’t removed unintentionally.

Viewing a digital process

To view a single process, click on it in the dashboard. This opens the digital process creation and editing view, where you can see all components of your process - triggers, steps, and the overall flow. From this view, you can edit the process at any time and adjust it to your needs.

If your digital process includes multiple steps or a complex flow, use the zoom in/out controls to focus on specific parts of the process. The position area indicates which section of the process you are currently viewing, helping you navigate more easily.

• The Expand icon returns you to the default process view.

• The Location icon takes you back to the first step of the process.

To learn more about digital process creation, see Creating a Digital Process.