> For the complete documentation index, see [llms.txt](https://docs.valtimo.nl/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valtimo.nl/configuration-guides/cases/processes.md).

# Processes

The Processes tab manages BPMN process definitions linked to the case definition.

Processes define the workflows that drive a case. Each case definition can have multiple linked processes that handle different aspects of case processing.

## Configuring processes

{% stepper %}
{% step %}
Expand **Admin** in the left sidebar
{% endstep %}

{% step %}
Click **Cases** under the Configuration section
{% endstep %}

{% step %}
Click a case definition to open it
{% endstep %}

{% step %}
Click the **Processes** tab

<figure><img src="https://3330064618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq5dx9HWFJGshztp4binE%2Fuploads%2Fgit-blob-1ed097d5a0de2a613519e2149db78f8ee33af0cf%2F01-processes-tab-overview.png?alt=media" alt=""><figcaption><p>Processes tab overview</p></figcaption></figure>
{% endstep %}
{% endstepper %}

### Creating a new process

{% stepper %}
{% step %}
Click **Create process**
{% endstep %}

{% step %}
Design your process using the BPMN modeler

<figure><img src="https://3330064618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq5dx9HWFJGshztp4binE%2Fuploads%2Fgit-blob-09d1964029f4fdd52d36ac1a8f7aebf431ff539b%2F03-process-builder.png?alt=media" alt=""><figcaption><p>Process builder</p></figcaption></figure>
{% endstep %}

{% step %}
Configure process settings using the toggles in the header
{% endstep %}

{% step %}
Click **Save** to deploy
{% endstep %}
{% endstepper %}

### Uploading a process

{% stepper %}
{% step %}
Click the upload button in the toolbar
{% endstep %}

{% step %}
Select a `.bpmn` file from your computer

<figure><img src="https://3330064618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq5dx9HWFJGshztp4binE%2Fuploads%2Fgit-blob-2424078c6a13a369f8ee207bb4da488708ac913c%2F02-upload-modal.png?alt=media" alt=""><figcaption><p>Upload process modal</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Upload**
{% endstep %}
{% endstepper %}

{% hint style="info" %}
If you upload a process with a key that already exists, the existing process will be replaced.
{% endhint %}

### Editing a process

{% stepper %}
{% step %}
Click on a process row to open the process builder
{% endstep %}

{% step %}
Make changes in the BPMN modeler
{% endstep %}

{% step %}
Click **Save** to deploy changes
{% endstep %}
{% endstepper %}

### Deleting a process

{% stepper %}
{% step %}
Hover over the process row to reveal the overflow menu
{% endstep %}

{% step %}
Click the overflow menu (three dots)
{% endstep %}

{% step %}
Select **Delete**
{% endstep %}

{% step %}
Confirm deletion in the confirmation dialog
{% endstep %}
{% endstepper %}

## Process settings

The process builder header contains toggles to configure process behavior:

| Toggle                | Description                                                                                                     |
| --------------------- | --------------------------------------------------------------------------------------------------------------- |
| **Draft**             | When enabled, the process is saved as a draft and requires additional confirmation before it can be started     |
| **Starts case**       | When enabled, starting this process creates a new case instance. A start form must be linked to the first step. |
| **Startable by user** | When enabled, users can start this process from the case detail page via the start menu                         |

## Process validation

Click **Validate** to check for errors before saving. Validation errors appear in a collapsible panel showing the element and issue. Fix any errors before deploying.

***

## Access control

Runtime access to processes is controlled through the following permissions.

### Resources and actions

| Resource type                                           | Action   | Effect                                              |
| ------------------------------------------------------- | -------- | --------------------------------------------------- |
| `com.ritense.document.domain.impl.JsonSchemaDocument`   | `view`   | Required to view process instances linked to a case |
| `com.ritense.valtimo.operaton.domain.OperatonExecution` | `create` | Required to start a process                         |

### Examples

<details>

<summary>Permission to view process instances for cases</summary>

```json
{
    "resourceType": "com.ritense.document.domain.impl.JsonSchemaDocument",
    "action": "view",
    "conditions": []
}
```

</details>

<details>

<summary>Permission to start any process</summary>

```json
{
    "resourceType": "com.ritense.valtimo.operaton.domain.OperatonExecution",
    "action": "create",
    "conditions": []
}
```

</details>

<details>

<summary>Permission to start a specific process</summary>

```json
{
    "resourceType": "com.ritense.valtimo.operaton.domain.OperatonExecution",
    "action": "create",
    "conditions": [
        {
            "type": "field",
            "field": "processDefinitionKey",
            "operator": "==",
            "value": "my-process-key"
        }
    ]
}
```

</details>