Connecting Process Steps

Connections control process flow. The originating step will process before the target step. Creating a connection between steps is a simple process; drag a connection from the originating step to the target step. Connections are formed one at a time between two steps, the originating step and the target step.

The following short animation shows how to create a connection.


To create a connection:

  1. After you have added your steps, the graphical design tools available when steps are selected include a delete option and a connection handle. The Start step cannot be deleted or edited.
  2. Point to the step that you want to use as the connection's origin.
  3. Hold and drag the connection tool over the target step.
  4. Release the connection tool over the target step to complete the connection.
  5. Each connection has a connection delete tool, conditional flag, and may have others depending on the originating step. If you want to take different paths depending on success or failure of a step, click the conditional flag to set the condition for which to check. See Using Conditions and Switch Steps in Processes.
  6. Continue with additional steps as needed.
  7. After configuring the steps and their properties, to save the process design, click the Save icon (image); if you don't want to save your changes, click the Discard Changes icon (image).

    If saved, the step is on the design space and ready to be connected to other steps.

Related Topics

Using Conditions and Switch Steps in Processes