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Process components introduction

Processes are the central components in Integration. They contain a series of steps that determine how data is executed within the system. A process typically represents a discrete workflow that moves a given type of record from one application to another.

Refer to the Creating Components topic to learn about the different ways to create a process.

After you create a process, it opens in a full-screen view on the process canvas.

The following options are available next to the step palette:

  1. Edit the process options to configure settings specific to how the process runs.

  2. Define extensions for the process, if the extensions are enabled.

  3. Add sticky notes to the process canvas by dragging and dropping annotations to document or comment on the process logic.

  4. Display or hide the navigation palette to easily navigate large or complex processes.

  5. Create a packaged component by closing the process and locating it in the Packaged Components list (Deploy menu > Packaged Components). This feature is available only for accounts with the Packaged Component Management privilege.

  6. Automatically arrange steps, branches, and routes on the canvas for a clean, organized layout.

  7. Test the process in test mode to validate its behavior before deployment.