An administrator can use the Aptify Process Pipeline architecture to create business logic specific to his or her organization and to automate functionality. The following is a high-level overview of how an organization creates and implements a new process pipeline:

  1. Design the Process Flow: The first step to creating a successful process pipeline is to define the desired end results of the process and then identify what steps are required to achieve this goal. This includes determining how and where the system will execute the process. Considerations include:
  2. Create Process Flow Record: In Aptify, create a Process Flows record to implement the new process you have defined.
  3. Add the First Step: Add the first step to your process flow using the Process Flow's Design tab.
  4. Create Additional Steps: Create the additional steps required by your process flow, linking the steps together either using the Result Code Link option in the Process Flow design diagram or by specifying the next steps directly within a step's Action Map tab.
  5. Test your Process Flow: Perform one or more tests to confirm that your process flow functions as intended using the Process Flow Debugger.
  6. Setup Event Handler or Scheduled Tasks: Create an Event Handler or Scheduled Task to fire your process flow.
  7. Deploy your Process Flow to the Production Server: If you created and tested your process flow on a development server, pack the relevant data files using the Aptify Data Packer and then unpack them on your organization's production server.