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Create a process

This chapter explains how to create and model new processes in Pantarey.

Introduction to process modeling

Pantarey uses BPMN (Business Process Model and Notation) for modeling processes. It provides a graphical representation of workflows based on a globally recognized standard.

  • Modeling is done via drag and drop.
  • Generated process models are BPMN compliant and can be exported or reused in other systems.

Learn more about BPMN

Overview: The Process Designer

When you open the Process Designer, you see a workspace for modeling.

The toolbar at the top provides the following functions:

Function Description
Open existing process Select and edit existing processes.
Create new process Create an empty process model.
Publish process (deployment) Release the process for use.
Export as BPMN file Download the .bpmn XML file.
Export as image Download the process as an image.
Manage script tasks Maintain scripted automations.
Delete process Remove a process from the system.

Process Designer overview

Create a new process

  1. Select “Create new process” in the menu.
  2. An empty model opens.
  3. Build the process step by step via drag and drop.

Core elements in the process model

When creating a process, you typically work with the following elements:

Element Description
Start events Define how a process begins (e.g., scheduled, user input).
User tasks Tasks completed by users.
Service tasks Automated tasks that interact with systems or data.
Script tasks Tasks that run a script.
Decisions (XOR gateways) Control the flow based on conditions.
Subprocesses Encapsulate complex workflows inside a main process.
Database operations Read and write data, e.g., in the database.

More details about process elements

Edit properties

When you select an element, the properties panel opens on the right. Use it to configure all important settings:

  • Assign user groups to tasks.
  • Select the service function for automated tasks.
  • Define conditions for decisions.
  • Specify database operations.

Note: Correctly configuring properties is crucial for how the process behaves.

Typical workflow for building a process

  1. Insert a start event (e.g., user input).
  2. Add a user task or service task.
  3. Include decisions if alternative flows are needed.
  4. Define the end.
  5. Publish and test the process.

Summary

With the Pantarey Process Designer you model new workflows easily, graphically, and in line with standards. Thanks to the intuitive interface and direct property editing, you can build a ready-to-run process step by step.

The next section demonstrates this with a concrete example.