#4.1 Using the Process Studio Editor

A. Learning Objectives

By the end of this module, you’ll be able to:

• Access the Process Studio editor
• Name and trigger your process
• Use the AI summary and variables
• Understand process paths and exceptions
• Collapse or expand nodes for easier editing

B. What Is the Process Studio Editor?

The Process Studio Editor is where you build and modify your automated processes. You can define process names, assign triggers, set variables, configure nodes, and even manage exceptions—all in one place.

You can access the editor by:

• Creating a new process
• Editing an existing process

C. Hands-On With Process Studio Editor

Naming and Triggering a Process

Assign a Name

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

Rename an Existing Process

1. Click the process name.
2. Click the pen icon.
3. Enter the new name and click Save.
   Note: You can’t rename an active process until it’s deactivated.

Set or Update a Trigger
A trigger starts the process when a specific event occurs.

• Assign: Use the trigger field when creating a new process.
• Update: Click the process name, update the trigger, and click Save.

Creating Variables

Variables let you store and reuse values throughout the process (like names, dates, or lists).

To create one:

1. Click Variables (x).
2. Click + Create Variable > + Add Variable.
3. Choose a variable type.
4. Name the variable and (optionally) set a default value.¿
5. Click Save.

Process Path and Exception Path

• Process Path: The default workflow that runs when a trigger is activated.
• Exception Path: Runs if the process fails—use it to set fallback steps, like sending error alerts to users.

Example: If a form submission fails, the exception path could email the case owner with details.

Node Collapse View

Collapse View helps you manage screen space by hiding or showing node details.

To Expand or Collapse:

• Use the blue toggle on the editor toolbar.

Customize what’s shown:

• In each node, click the eye icon beside a field to toggle its visibility in the collapsed view.

Save Button

Always click Save to apply your edits. If you forget, your changes won’t be stored. The button is disabled if the process is currently active.

D. Working with Nodes

Nodes are the building blocks of your process. Each node represents a task, decision, or endpoint.

• Start Node: Begins the process
• Action Nodes: Perform tasks
• Conditional Nodes: Branch the workflow
• End Nodes: Complete the process

Learn more in the article: Process Studio Editor: Node

E. You’ve Learned

This feature gives you an automatically generated summary of what the process does. It’s created when the automation is compiled, saved, and published. 

To view it:

1. Click the process name.
2. Click AI Process Summary.
3. Review the description and click OK to exit.

The Process Studio editor gives you full control over how your automations behave—from triggers and variables to conditional steps and fallback logic. With a little practice, building and updating processes will feel simple and efficient.

Next Module: Process Studio Editor – Nodes.