Edit a process

This article will provide a list of helpful links with a brief summary that will help you to get started with editing a process in SolveXia.

If you haven't already it may be useful to have a look at our First Time Tutorial

For details on specific steps and instructions, please view the relevant pages on our help site.

• Adding an action step
  • An action step is a building block of the process which will perform actions such as manipulating data, sending emails or adding process controls
• Adding an action step to manipulate data
  • The manipulate data action step is a commonly used action step that can make changes to files and data uploaded to SolveXia. A manipulate data step contains instructions that can modify data sources of the following formats: Excel, Text/CSV, Word, Access, PDF and Managed (SQL) Tables.
• Adding a data step
  • A data step is used to store any files or properties that are used in the process. Along with action steps, these are the basic building blocks of a process. These properties include Checkbox, Date, Decimal, Dropdown, File upload/download, Number, System Variable, Text Block, Text Input.
• Adding/Deleting a group
  • A group is an essential part of the process used to hold action and/or data steps.
• Basics of Configuring Instructions
  • This article explains how to copy, move, delete, rename, disable/enable and configure instructions in a manipulate data action step.
• Copying and moving steps or groups
  • You may wish to copy a step or group if you wish to create a step/group which is very similar to an existing step/group.
  • Moving steps and groups can be useful if you wish to change the order in which steps are run.
• Deleting a step
  • To permanently delete a step no longer needed from the process
• Disable/enable a step or instruction
  • Disabling a step or instruction can be done so that the process will no longer perform that step or instruction when it is run. This is recommended if you do not wish to permanently remove the step/instruction from the process.
• Editing step dependencies
  • Step dependencies are used to control the flow of the process. These are often used alongside the decision control step, to allow the process to skip or run specific steps if a specific condition is met.
• Renaming a step or group
  •  You may wish to rename steps or groups in your process.
• Step notes
  • Step notes allow you to add commentary to the steps in your process. This is important, particularly for steps that are complex.