Creating a Value Stream
See how to design your custom process.
Using the Value Streams dashboard, you can create, edit, and monitor your processes. The value streams are made up of a combination of triggers and process steps. It is required to have at least one trigger in a value stream.
Prerequisite
Before starting to build your value stream, get familiarized with the concept of the building blocks and how they work. See the Value Stream Components guide.
Building a process - simple flow
Choose to create a value stream
Go to the Value Streams dashboard and choose Create Value Stream. The process creation is initiated, allowing you to either select Start from a Template or Start from Scratch for the design.
If you choose Start from a Template, you can select the process template from the ones available in the Value Stream Library. You can adjust the process to your needs based on the defined template triggers and steps.
If you choose Start from Scratch, you start your configuration with no configured triggers or steps.
The next steps follow the Start from Scratch process creation.
Choose a process trigger
Every process begins with a trigger event that starts the entire flow. A pre-configured list of events is available out-of-the-box to choose from. For example, the registration of a new customer can serve as such a trigger. The starting trigger can be both a CE event related to any commerce operation, or a custom event created in your tenant.
Add a process step
Once the trigger is defined, you can configure the subsequent steps in the workflow by selecting them from a list of available process actions. Use them to build the flow according to your business requirements. To start creating a new step, the add icon and then step.
Option 1: Add a Scenario
From the step type list, select Scenario - it represents an action to happen. For example, when a new customer is created you want to welcome them with an email with some first account information. In that case, you use a scenario build for your tenant.
Decide whether to use a fixed scenario (a predefined setup) or a configurable one (one that allows further adjustments).
Save your selection to include the scenario in your process.
Option 2: Add a Subflow
Select Subflow as the step type. From the drop-down list, choose one of the value streams already available in your tenant. For example, add a subflow that sends a coupon together with the welcome email for new customers.
Save your selection to include the scenario in your process.
Option 3: Add an AI Agent
Choose an AI Agent as the step type. Select the agent that fits your value stream or business need. Available agents include:
Anti-Fraud Agent – detect and prevent fraudulent actions
Complaint Agent – handle customer complaints
Support Agent – assist with customer requests or questions
Translation Agent – automatically translate content
Configure the agent name, description and prompt as needed and save the step.
Whenever you want to remove a trigger or a process step, you can do so directly in the relevant block by choosing the Remove action under the three dots icon.
Scenarios, subflows and triggers are normally predefined and are used directly within the Value Stream Modeler to build and execute process flows. They are set up using the Orchestration Engine and Make. For more detailed and technical information how they are configured and prepared, see the Orchestration Engine documentation:
A process with multiple triggers
When creating a value stream, you can choose multiple triggers to start your processes. If multiple triggers are defined at the start, only one of them needs to occur for the process to begin. Once an event has been added as a start trigger, it cannot be added again. The triggers can be of a different type, for example a commerce event together with a timer trigger.
To create a process that starts with multiple triggers:
Add additional triggers for the same process
You can add an additional trigger in two ways—using the three dots icon in the first trigger, or the Add icon in the process flow:
Use the three dots icon: Select the three dots icon on the first trigger and choose Add more triggers.
Adding a second trigger This opens the sidebar, where you can select the trigger step.
Configuring the second trigger Use the Add button by hovering over: Select the Add button in the process flow to open the configuration sidebar. You can only use this option if you have at least two triggers.
Adding another trigger in the flow
Result: After saving, the new trigger is added to the value stream flow and appears under the first starting trigger.
Using triggers between process steps
If your value stream needs to pause until a specific event occurs, it can enter a dormant or sleeping state. During this time, the process remains active in the background but does not continue to the next steps until a specific event happens.
To wake up a sleeping process instance, you need to add a trigger that allows the process to continue when the expected event occurs. When setting up such a trigger, you can place it between process steps. However, only custom events can serve as intermediate triggers. This means that if you select an event from the drop-down list to configure the trigger, the CE events are not be visible.
You can add a middle trigger only after adding a step. Triggers cannot follow another trigger directly—only a single trigger or multiple triggers at the same level are supported.
Filtering triggers and process steps by conditions
You can add conditions within your process using filters. Filters allow a trigger or a process step to act only on specific event types. When a filter is applied, the step runs only if the filter conditions are met. If the conditions are not met, the step is skipped. Filters are based on the event types configured in OE for your tenant.
To open and configure filter settings:
Configure the filter
Select the Field - currently the Event Type is supported.
Choose the filter Operator:
OR: The condition applies if the event type matches at least one of the selected events.
AND: The condition applies only if the event type matches all selected events. Events accumulate across steps.
Choose the Events from the drop-down list. The list shows event types available for your tenant and the current scenario context. You can select multiple event types at one time.
For example:
If you select OR with Customer opt in and Customer created selected, the filter passes if either one happens. If you select AND with the same list, the filter only passes once both events happen.
When a filter is configured, an additional filter block appears below the step where it was applied. You can cancel the configuration at any time or remove an existing filter from the process step.
Last updated
Was this helpful?