Process Studio Editor: Node

Nodes

Processes in the Process Studio follow a structured flow of Nodes, where each node represents a specific step or action in the process. These nodes define how the process executes, whether it's performing a task, making a decision, or reaching a conditional.

In the editor, you'll find different types of nodes:

• Start Node
  Marks the beginning of the process and triggers the workflow.
  
  
• Action Nodes
  Execute specific tasks, such as sending an email or updating a record.
  
  
• Conditional Nodes
  Evaluate conditions to determine the next step based on predefined rules.
  
  
• End Nodes
  Indicate the completion of the process flow.

By combining these nodes, you can build customized processes that streamline workflows and improve efficiency.

Start and End Nodes

Start and end nodes are informational elements that mark the beginning and end points of a process. They do not require any configuration or action.

New Node

Nodes are the automated actions in the process. Admins have two options to add a new node:

• Option 1: Click the connector button and click New Node.

• Option 2: Click and drag the blue dot.

Rename a Node

This option allows admins to rename a node:

1. Click the Node menu .
2. Click Rename.
3. Enter the new name.
4. Press Enter or click on the check button.

Duplicate a Node

This feature allows administrators to duplicate a Node along with its full configuration:

1. Click the Node menu .
2. Select Duplicate.
A new node with the same settings will appear automatically.

Add a Note to a Node

Use notes to add comments or observations to your process flow. Once you've created a note, it will appear directly in the Node. Here's how to add one:

1. Click the Node menu .
2. Select Add Note.
3. Enter your note.
4. Click the check icon to save.

Delete a Node

Deleting a node will break the process flow and require manual reorganization. Deleted nodes cannot be recovered.

1. Click the Node menu .
2. Click Delete.

Connect Nodes

Nodes can be connected through a drag-and-drop..

1. Drag from one blue connection point to another to connect nodes.

If/Else (Conditional)

Conditional nodes make decisions within the workflow by evaluating a condition and directing the process flow based on whether the result is True or False.

1. Click the connector button .
2. Click If/Else (Conditional).

Loop Over Items Node

This node works as a repetitive step in your process. Nodes operate using assigned dat a points, and currently, there are many actions from Filevine that return large amounts of data in a list format. These actions retrieve multiple items, so when you’re working with them, you can use a Loop Over Items node to go through each item individually.

Essentially, you’re taking a list and applying the result of an action to each item in that list.

• How It Works

1. The Loop Over Items node pulls the set of list data from a previous node via the data drawer.
2. It processes that list through the preconfigured loop path.
3. Once the loop finishes, the process continues to the next action along the “Finally” path.

To create one:

1. Click the connector button .
2. Click Loop Over Items.
3. Enter the Type
4. In Loop over field, enter a data point.
You might use the Data Drawer.
4. (Optional) Edit all the nodes that are part of the loop.

End

This action automatically connects the node to the end of the process.

1. Click the connector button .
2. Click End.

Another way to end the process flow is by dragging the blue connector to the end node. 

Configuring a Node in the Process Studio editor involves three key steps: Setup, Configuration, and Validation.

Node Setup

This step defines the function that the node performs within the process. To set up a node:

1. Click the Node, then click Choose.
2. Select between Your Connected Apps and Built-in Tools.

• Your Connected Apps: Third-party applications or external services that you have linked to the platform. These apps are not native to Neodeluxe but can be linked for seamless process automation.
  
  
• Built-in Tools: Features and functions that are natively included within Neodeluxe, requiring no additional installation or connection.

3. Configure the available fields for the selected function. The options shown will vary depending on the function you choose.
4. Click Save to apply and validate your configuration.

Edit the Note Setup

You can make changes to a node’s configuration at any time by following these steps:

1. Click the Node, then click the edit option .
2. Select between Your Connected Apps and Built-in Tools.
3. Configure the new fields.
4. Click Save to apply the new changes.