Process Studio Editor

The Process Studio editor is a powerful tool to create or modify automated processes. You can adjust settings from the process name and trigger to configuring nodes and conditional logic.

You can access the Process Studio editor when creating a new process or editing an existing one. 

Access to the Process Studio Editor

Accessing Neodeluxe Process Studio editor is straightforward, follow these steps:

1. Click + Automated Process.
2. Enter a name in the Process Name field.
3. Select a trigger in the Trigger field.
4. Click Create.

Process Name

Naming your process is essential. Follow these steps to assign a name to a new process or update an existing one.

• Assign a name to a new process

To create a process, you must first assign it a name. Follow these steps to set it up: 

1. Click + Automated Process.
2. Enter a name in the Process Name field.
3. Select a Trigger.
4. Click Create.

• Update the name of a process

Processes are highly customizable. To update the name of one in the Process Studio editor, follow these steps:

1. Click the name of the process.
2. Click the pen icon .
3. Enter the new name.
4. Click Save.

Process Trigger

A trigger in Process Studio is an event from a third-party system that initiates the execution of a process. Every process needs a trigger to define when and how it starts. You can assign a trigger when creating a new process or update it later as needed.

• Assign a trigger to a new process

Set a trigger to determine when your process runs:

1. Click + New Process.
2. Enter a name.
3. Select a Trigger in the trigger field.
4. Click Create.

• Update the trigger of a process

Modify the trigger to adjust when your process runs:

1. Click the name of the process.
2. Click the trigger field and select a new one from the list.
3. Click Save.

AI Process Summary

The AI Process Summary gives users a clear description of what the automated process does. It is automatically generated upon publication.

To create it, admins must first ensure that the automation has a compiled version assigned, saved, and published.

1. Click the name of the process.
2. Click the AI Process Summary button.
3. Review the generated summary.
4. Click Ok to exit the summary.

Create Variables

The Variable action lets you set and update data using strings, numbers, dates, or lists that can be used throughout the nodes of your process. Variables help make your process more dynamic and efficient by storing data you can reference multiple times. Check how to create one:

1. Click on (x) Variables
2. Click + Create Variable
3. Click + Add Variable and select the variable.}

• String- Text value (e.g., name, status).
• Number - Numeric value (e.g., ID, amount).
• Date – Date value (e.g., deadline, created on).
• String list – A list of text values.
• Number List – A list of numbers.
• Date List – A list of dates

4. Enter a Name
5. (Optional) Enter a Default Value
6. Click Save

Process and Exception

A process path is your actual automation, it runs step by step whenever the trigger event occurs. This means the process is always ready to run when triggered, and it will show up as active. If something causes the process to fail, the exception path will activate automatically. The exception path is a customizable workflow that allows you to set the steps that fit your needs. For example, it could send an email to the user, notifying them that the process has failed and explaining the reason for the failure.

Collapse View

The Collapse View toggle allows admins to expand or collapse the node’s information:

1. Turn on the blue toggle to expand the node’s details.

Another way to choose which fields appear in the collapsed view is through the node configuration. Each field has an eye icon—click it to decide whether the field should be visible or hidden when the node is collapsed.

Nodes

In Process Studio, processes are built using Nodes, which represent individual steps or actions in the workflow. Each node defines what happens at that point in the process, whether it's completing a task, making a decision, or evaluating a condition. There are several types of nodes available: Start Node, Action Nodes, Conditional Nodes, and End Nodes.