Processes

You manage processes in three separate steps: DEVELOPMENT, TEST, and PRODUCTION. This lets you build, test, and put your automations into use safely.

Development Stage

The DEVELOPMENT stage is where you build and change your processes.

1. Create a new process: When you make a new process, it automatically saves in the DEVELOPMENT stage.
2. Edit existing processes: You can only make changes to a process when it's in the DEVELOPMENT stage.
3. Find production processes: If a process is in the PRODUCTION stage and you need to change it, find its version in the DEVELOPMENT stage. Change it there, then release it to TEST.

Test Stage

The TEST stage is for running processes without someone watching them. This stage uses a virtual machine with test applications and test data.

1. Publish to Test: After building a process, release it to the TEST stage. You can do this by pressing Ctrl+P or using the publish option.
2. Run unattended tests: The process runs by itself on a virtual machine. This helps you check if it works right before putting it into production.
3. No editing: You can't change processes directly in the TEST stage. You can only see the steps and versions.

Production Stage

The PRODUCTION stage is for processes that are live and running.

1. Publish to Production: After testing is done, release the process from the TEST stage to the PRODUCTION stage.
2. Live execution: Processes here run your actual business tasks.
3. No editing: You can't change processes directly in the PRODUCTION stage. You can only see the steps and versions.

Using Global Variables with Processes

When a process uses different applications or settings across stages, use global variables. This means you won't have to change process steps by hand.

For example, you might use a test application in the DEVELOPMENT and TEST stages. In PRODUCTION, you would use the real application. By using a global variable, the right application value is automatically used for each stage.

• Learn more about Global variables.

Running Processes with a Scheduler

To run processes in the TEST or PRODUCTION stage, you need to set up a scheduler.

• For details on setting up automated runs, see Scheduler.

Related Articles

• Demo process
• Record process

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