Manage steps and groups in the process

Group and steps are the "building blocks" of SolveXia processes. And so, adding steps and groups (of steps) are pivotal in process design.

Groups are great for organising the steps in your process into easy-to-understand sections. For example, a group can be made to contain all steps that are related to performing calculations on Excel files. Another group can be made containing steps that are related to sending out emails containing the final output files.

How to add a group to the process

1. Open the process.

2. Click on the menu of one of the groups in the process and select Add group.

3. The group will appear in the process.

How to rename a group in the process

1. Open the process.

2. Click on the menu of the group you want to rename and select Rename group.

3. Type the new name and hit Enter. 

How to clone a group in the process

1. Open the process.

2. Click on the menu of the group you want to clone and select Clone group.

3. The newly cloned group will appear in the process.

How to delete a group from the process

1. Open the process.

2. Click on the menu of one of the groups in the process and select Delete group.

3. Click Permanently delete group.

How to move a group in the process

1. Open the process.

2. Select the group you want to move and drag it to the new place in the process.

How to add a step to the process

1. Open the process.

2. Click on the menu of one of the groups in the process and select Add data step or Add action step.

3. Click on the type of action step you want to add.

How to rename a step in the process

1. Open the process.

2. Click on the menu of the step you want to rename and select Rename step.

3. Type the new name and hit Enter. 

How to clone a step in the process

1. Open the process.

2. Click on the menu of the step you want to clone and select Copy step.

3. The newly cloned step will appear next to the initial one.

How to delete a step from the process

1. Open the process.

2. Click on the menu of the step you want to delete and select Delete step.

3. Confirm.

How to move a step in the process

1. Open the process.

2. Select the step you want to move and drag it to the new place in the process (within the same group or to the new group).