Process definition

On the Process Definition page, you have the capability to create a task that encompasses multiple actions, allowing you to execute them together as a single batch.

Typical actions that can be put inside a process are:

  • Importing data from an external source (like SFTP or web connector)

  • Running flexsheets to perform allocations or other computations

  • Running a consolidation on multi-periods

  • Running batch reports and send them to multiple recipients

  • Trigger Power Automate actions like sending Teams messages, etc.

To access the Process Definition page, click Automation > Process Management > Process Definition.

Define a new automation process

  1. Click .

  2. Enter a Codeand Description for the process.

  3. Click .

  4. In the General tab, enter the name of the action in the Name field.

  5. Enter Description of the action.

  6. To activate the action, click .

  7. Select a Parent. If this is the first action, then, it is by default, the parent.

  8. Enter a sort Order.

  9. For Type:

    • If you want to create a grouping of actions (batch), select Folder/Group and then, click .

    • If you want a type other than Folder/Group, select it and proceed to the Parameters tab to provide additional information for the action type you selected.

  10. In the Parameters tab, enter or select all the parameters applicable.

  11. Click to send your automation process to the database.

  12. To execute the automation process, you must create a job. See Job Schedules.

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