Processes
Visual process builder
You build custom lifecycle processes in the drag-and-drop editor – text inputs, select fields, checklists, confirmations and more. All without code.
1#Open the step library
The builder offers a step library with searchable building blocks, grouped by inputs, confirmations and other types. Drag cards onto the canvas or click them to add steps.
2#Assemble the process
Place start and end nodes and line up the steps in between. Each step can be configured – such as required fields or custom field keys (e.g. room_number).
- Place the start node
- Drag steps from the library (inputs, confirmations, checklists)
- Set properties per step
- Place the end node
3#Validation
The builder checks the process continuously and reports missing start or end points and unconnected steps in the validation panel before you publish.
Done!
Your process is ready – from now on you can start movements based on it.
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