Create a Process Using Process Automator

You can create a new process in Process Automator to automate your workflows. Alternatively, You can download processes from the Community Exchange and install them on your instance. This allows you to access pre-built, end-to-end processes to automate your workflows. 

1. Navigate to Setup > Platform > Process Automator.
2. Click Create to display the New Process page or use the Edit icon at the right side of any existing process in the list to open the Edit Process page. Alternatively, you can click Search Community Exchange for Process. This option opens the Community Exchange tab with available Process Bundles. 
3. Add a name and description to your process. 
4. Select a Trigger. For a full list of available triggers, see Process Automator Triggers.
   Note

   Before defining an Object and Action, you must set the Trigger Launch Process on,  Document, and Trigger process on fields. For UI button click processes, the Button Location which specifies the document type being acted upon must be specified first.

5. Add a priority to your process. This determines the order in which processes run on the same document or object. 
6. Click Add Step at the bottom of the process page. Processes can have one or more steps, but the steps in a single process are limited to actions using the same document object.
   1. Select an object to perform the action on using the Object field. For the first step, only the trigger object is available. However, in subsequent steps, you can select the trigger object, or objects from previous steps. 
   2. Add actions. For a full list of available actions, see Process Automator Actions. Additional fields that need configuration to successfully perform that action display.
   3. Add one or more conditions. Each condition can execute a separate action based on the object field value evaluated with a logical comparison defined in that step. Conditions include these fields:

      Condition field	Description
      Object	The object to evaluate the condition against. Once an object is selected, the object's fields populate in the next condition field.  For the first step, only the trigger object is available. However, in subsequent steps, you can select the trigger object, or objects from previous steps to evaluate conditions against.
      Process field	Select the field object on which the logical comparison is performed.
      Logical comparator	The logical operator compares the selected field with the value set. The available logical operators changes depending on the type of process field selected in the first field of the row.

   4. Set Match all conditions or Match at least one condition to define whether one or all conditions should be true to perform the action.
7. Click Save. 

Create a process with a time-based action

When creating a process based on a contract trigger, you can define when a step performs. Set time-based actions to execute either at a configured interval, or at a defined day, week, or month before or after a defined event. Specifically, you can automatically create draft sourcing events from contracts about to expire.

1. Navigate to Setup > Platform > Process Automator and click Create.
2. In the Launch Process on field, select Document Event. 
3. In the Document field, select Contract. 
4. In the Trigger Process on field, select the trigger event. 
5. In the Perform Action section, set the fields as follows:

   Field	Value
   Object	Trigger.Contract
   Action	Select one the following:  Send to Sourcing: Create a draft sourcing event. Allows you to set the set the type of event to create.  Send to Sourcing using template: Create a draft sourcing event based on a template. Allows you to define the template to use.

6. If the above actions are set, the Perform At section displays. Set the fields as follows:

   Field	Value
   Perform Action At	Select one of the following:  On Trigger Execution: Executes the action at the same time as the process trigger. Use this option if you do not want to use a time-based action.  A Configured Interval: Executes the action at a configured interval set using a reference date and an interval from the reference date. For example, you can select a reference date for an object, such as a contract's execution date, and the interval, such as five days after. With these options selected, the step executes five days after the contract execution date.
   Reference Date	Date from which the action performs.  Only appears when Perform Action At is set to A Configured Interval.
   Interval	Defined interval to perform the action. Only appears when Perform Action At is set to A Configured Interval.

   
7. Set desired conditions and select Save.