Creating Process Flow Categories

Process flows may be grouped together based on an organization's business-specific reporting needs. These groupings are defined in Process Flow Categories records. Follow these steps to create a new Process Flow Category:

  1. Open a new record from the Process Flow Categories service.

    Process Flow Categories Record
  2. Enter a Name (required) and a Description.
  3. If this is a sub-category, enter the parent category in the Parent field. (This field links to another record in the Process Flow Categories service.)
  4. Save and close the record.
  5. Repeat steps 1 through 4 to add additional categories. 
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