Process Builder Workflow

See also

Process Builder Overview
Using Process Builder
Process Builder Actions

Please review the above articles on how to set up the Process Builder.

The Process Builder begins with setting up the Processes, deciding who will be in the Process and how they will get added (by Search Builder, Involvement Joined, or Manually).

Monitor and Manage the Process

You will monitor the Progress of each person in the Process by going to People > Processes and clicking on the name of the Process

https://i.tpsdb.com/processdashboard.png

You will then see the list of people currently in the Process, with a Progress line showing which steps have already been completed. In this example, Lois Lane has one checkmark for the initial step of being added to the Progress.

https://i.tpsdb.com/processstatus.png

If you also checked the box on the previous screen to show on a Person Record, you will see the same information there under the Profile > Processes tab:

https://i.tpsdb.com/processtab.png

Note

Visibility of seeing Processes on the Process dashboard or a person record will be dependent on having the Access role, unless the Process is limited using the View Role field. Only an Admin or someone with the ManageProcesses role can manage the Process Builder.

You will be able to see the Last Activity on a person’s progress as well as see how many Days are left before a Step is overdue. If the Step is overdue, the Days integer will turn Red.

https://i.tpsdb.com/lastactivity.png

You can click on the Down Arrow under Last Activity to see more details about each step:

https://i.tpsdb.com/stepdetails.png

Under the Three Dots in the right hand column for each person in the Process, you can take the following actions:

  • Complete Step - By choosing this option, whichever Step the person is on will be marked as Completed and they will be moved to the next Step. You will be given the opportunity to add a Date and Note for the Completed Step.

  • Skip Step - By choosing this option, the person will move to the next Step and WILL NOT be required to complete the Skipped Step. You will be given the opportunity to add a Note to indicate the reason for the Skipped Step. The Skipped Step will have a visible indicator of a Red Circle around the Step Number.

  • Mark Abandoned - If the person no longer needs to be in the Process, mark as Abandoned. You will have the opportunity to add a Note. This option keeps a record that the person was in the Process, but did not complete it.

  • Remove - CAUTION: If you Remove someone from the Process, all data related to their Process will be Deleted.

Completion of Process

Once someone has Completed their Process, both the Process dashboard and their Person Record will indicate the Completion along with a Date.

https://i.tpsdb.com/completedprocess.png

The default view for the dashboard is to see All the people in the Process. You can Toggle to filter for Current, Abandoned, or Completed status. You can also use the Search bar to search for a person by name. You may also select the down arrow next to the search bar for more specific filters.

  • Current Step - This drop down allows you to select the specific named step from your Process that the person has completed.

  • Joined Process - Enter a date range to show people who have joined the Process during that time.

  • Last Action - Enter a date range to show people who have a Last Action date during that time.

  • Quick Filters - Allows you to quickly identify people in your Process who are Overdue on their last step or who have Skipped Steps.

https://i.tpsdb.com/2025-05-20-105906.png


Latest Update

5/14/2025

Added Search Bar and screenshot, edited for clarity.