Create A New Process - Coherent Assistant

Entry

Open the Coherent Assistant taskpane and click Control. On first use, the Initial Control Screen introduces the three benefits of Control.

Click Take Control to reach the Process List, then click Create New (from template) or Create Custom.

Before you start: If the workbook is protected, unprotect it first. The Take Control button is disabled while any sheet or workbook protection is active.

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Process Creation Wizard

The wizard walks you through five steps.

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Step 1 — Select a Template

Browse or search for a template (e.g. Maker Checker, Simple Submit). Each template defines the roles, approval steps, lock type, and actions the process will use. Click a template to see its details, then click Next.

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Step 2 — Assign Roles

For every role the template defines (e.g. Auditor, Contributor, Owner), add at least one user or team.

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Step 3 — Process Information

Field	Required	Notes
Process name	Yes	Must be unique in the tenant.
Description	No	Shown in the process overview.
Tags	No	Used to filter the process list.
Spark Folder	Yes (If Upload to Spark action exists)	Spark folder name. It will be shown only if the selected template contains the Upload to Spark Action in any of Task
Service Name	Yes (If Upload to Spark action exists)	Spark service name. It will be shown only if the selected template contains the Upload to Spark Action in any of Task

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Step 4 — Review Summary

Review everything. Click Publish to create the process. The system will:

1. Saves and uploads the workbook.

2. Creates the process version in the backend.

3. Downloads a new workbook copy and opens it.

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Step 5 — Conversion (automatic)

The Convert Control File step runs automatically in the new workbook:

• Applies the lock type from the process definition based on Template (non_input, non_static, or sheet).

• Protects the workbook and sheets (with optional password).

• Sets workbook status to Created.

• Opens the Process Control Overview.

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Creating a Controlled Instance from an Existing Process

Use this flow to create a new controlled workbook linked to a process that already exists, without creating a new process definition.

Flow

1. On the Process List, find the process (search or browse) and click it.

2. Confirm the Create Controlled Instance dialog.

3. The system saves your current workbook, then downloads and opens a new linked copy.

4. Open Control in the new workbook — the Link Control File page runs automatically:

• Fetches the process definition.

• Locks and protects the workbook.

• Sets status to Created.

5. You land on the Process Control Overview ready to submit.

Tip: Suggested processes (shared with you by a previous submission's suggest_group action) appear at the top of the process list, making it easy to find the right process without searching.