---
title: How to Create a Process
description: "The process designer lets you organize your forms into workflows. You can create workflows for any business process such as loan/insurance application, KYC collection, education applications, medical applications, etc. After you've created one or ..."
url: "https://supportb.kinsta.cloud/docs/how-to-create-a-process/"
updated: "2020-07-13"
category: Process Designer
---

# How to Create a Process

The process designer lets you organize your forms into workflows. You can create workflows for any business process such as loan/insurance application, KYC collection, education applications, medical applications, etc.

After you've created one or more forms, use the process designer to  -

1. Choose the work area (Manage Forms page, Manage Activities page, Smart Views, etc.) where you want to display your forms.
2. Set conditions on users (show forms to particular teams, roles, sales groups, etc.) and form field values.
3. Chain together multiple forms to create processes.

If you haven't created any forms yet, see [How to Create a Form](https://help.leadsquared.com/how-to-create-an-form/).

 

## Prerequisites

- You must be an administrator user to use the process designer.
- You must create and publish forms to use in the process designer.

 

## Example Use Case

This example takes the use case of a simplified loan application process.
Let's assume we've created the following forms  -

1. Loan Applicant form
2. Co-Applicant form
3. Car Loan form
4. Home Loan form

Using the process designer, we can chain these forms together to create the following process -

![Process Designer Use Case](http://help.leadsquared.com/wp-content/uploads/2018/12/Lead-Processing-Example-2.png)

 

## Manage Processes

To access the **Manage** **Processes** page, navigate to [Workflow>Process Designer](https://in21.leadsquared.com/ProcessDesigner).

All the processes you create will appear here.You can search for a process or filter by status,trigger, application, modified by and modified on dates. The settings![Settings icon](https://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)icon under the **Actions** column allows you to edit, delete, clone, rename or publish a process.

![Process Designer Home](http://help.leadsquared.com/wp-content/uploads/2018/12/Manage-processes.png)

 

## Create a Process

Click the **Create Process** button to create a new process.

![Create a new process](http://help.leadsquared.com/wp-content/uploads/2018/12/Create-New-process.png)

Now choose a trigger -

- **At Specific Work Area**
  This option lets you create a button on a specific page (Manage Leads, Lead Details, etc.) to trigger the process.
- **On Task Complete**
  The process will be triggered before a user marks a task complete.

![Process Designer Trigger](http://help.leadsquared.com/wp-content/uploads/2018/12/process-trigger.png)

 

#### At Specific Work Area

If you select the **At Specific Work Area** trigger you can choose the page or area you want the process to be initiated from. You can choose multiple work areas to begin a process from.

1. Under the **Available Work Areas** section, click on a work area to select it. Click the![information](http://help.leadsquared.com/wp-content/uploads/2018/12/info-icon.png)icon to see a sample screenshot of where the process button will be placed.
2. Then click the arrow ![direction icon](http://help.leadsquared.com/wp-content/uploads/2018/12/arrow-icon.png) icon to move the work area into the **Selected Work Area** column.
3. Repeat steps 1. and 2. until you've selected all the work areas you want the process to start from.
4. Click **Save**.

![At a Specific Work Area Trigger](http://help.leadsquared.com/wp-content/uploads/2018/12/Trigger-Process-at-Specific-Work-Area.gif)

 

#### On Task Complete

The **On Task Complete** trigger allows you to start the process when a user attempts to mark a task type complete. You must select the task types you want to initiate the process on by clicking the corresponding check-boxes. Click **Save** when you're done.

![Trigger process on task complete](http://help.leadsquared.com/wp-content/uploads/2018/12/On-Task-Complete-Process-Trigger.png)

After setting a trigger, click the add ![add icon](http://help.leadsquared.com/wp-content/uploads/2018/12/Blue-Add-Icon.png) icon to view the subsequent conditions and actions.

![Process actions and conditions](http://help.leadsquared.com/wp-content/uploads/2018/12/Choose-Actions-and-Conditions.png)

 

#### User Conditions

You can set up multiple conditions to choose which users can see your forms and processes. You can set up these conditions on any user attribute including role, team, sales group, etc.

1. Under **Conditions**, click the **Multi If/Else User** option.
2. You can create condition groups and set up multiple conditions. For more information, see [User Advanced Search](https://help.leadsquared.com/user-advanced-search/).
3. Click **Set** **Condition** when you're done.

![create condition groups](http://help.leadsquared.com/wp-content/uploads/2018/12/User-advanced-search-conditions.png)

The process will branch out into a Yes path and a No path.

![Automation condition path](http://help.leadsquared.com/wp-content/uploads/2018/12/Automation-User-Conditions.png)

Click the add icon under each path to continue the process.

 

#### Show Form Action

Click the **Show Form** action to display a published form at any point in your process.

![show form action process designer](http://help.leadsquared.com/wp-content/uploads/2018/12/Show-form-action.png)

The **Show** **Form** pop-up allows you to choose the form you want to display, how you want the initiate process button to look in the work areas you selected and also how you want the action buttons within the form to appear.

![show form configurations](http://help.leadsquared.com/wp-content/uploads/2018/12/Show-Form-pop-up.png)

After selecting a form and setting all the configurations, click **Save**. Here's an example of how the initiate process or open form button will appear -

![display form button](http://help.leadsquared.com/wp-content/uploads/2018/12/display-button-example.png)

 

#### Adding More Forms to the Process

After you've added a **Show Form** action, you must select the **Wait Until Save** option before you can add more conditions or actions to the process.

![wait till save](http://help.leadsquared.com/wp-content/uploads/2018/12/Wait-Until-Save-Condition.png)

Following the **Wait Until Save** condition, you can choose conditions based on the form fields of the previous form you've selected.
For example, if you've included a field in your previously chosen form called 'Do you have a co-applicant'. You can now use the **Multi If/Else Data** condition to check if the field value is 'Yes', If the value is 'Yes' you can show the 'Co-Applicant' form.

![conditions on previous form](http://help.leadsquared.com/wp-content/uploads/2018/12/multi-if-else-condition.png)

Use the advanced search feature to set conditions on the fields of the form you selected in your previous **Show Form** action. For more details, see [How to Use Advanced Search](https://help.leadsquared.com/how-do-i-use-advanced-search-feature-in-leadsquared/).
When you're done, click **Set Condition**.

![form field conditions](http://help.leadsquared.com/wp-content/uploads/2018/12/Set-Conditions-on-form-fields.png)

You can now show another form when these conditions are matched.

![show more forms](http://help.leadsquared.com/wp-content/uploads/2018/12/next-show-form.png)

 

#### Save & Publish

Although your process gets auto-saved, it's good practice to click the Save button to ensure you don't lose your work. Click Publish when you're done creating the process.

![save and publish process](http://help.leadsquared.com/wp-content/uploads/2018/12/publish-process.png)

**Note:** Changes to a process may take up to 5 minutes to reflect.

 

## Demo

The following process follows a simple two form flow. The first form is a simple loan application form. If the user marks the 'Do You Have a Co-Applicant' field as 'Yes' in this form, the process we created will trigger the second 'Co-applicant' form to appear.

![sample process](http://help.leadsquared.com/wp-content/uploads/2018/12/Process-Designer-Demo.gif)

 

## Any Questions?

If you have a question that this article did not answer, please let us know in the comments section below. We'll be happy to improve the content and help you with any doubts you have.