Creating a New Process - Platform UI
Entry
Open the Platform web UI and navigate to Control Dashboard. Click on Create Process
Process Creation Wizard
The wizard walks you through six steps.
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 select it, then click Next.
Templates load in pages of 20; scroll near the bottom to load the next page automatically.
The Next button is disabled until a template is selected.
Clicking Cancel resets the entire wizard and returns to the Control dashboard.
Step 2 — Template Details
Review the full details of the selected template — name, short description, full description, and template type. Click Back to choose a different template, or Next to continue.
Step 3 — Assign Roles
For every role the template defines (e.g. Contributor, Auditor, Author), add at least one user or team. Each role is shown in a collapsible accordion panel.
Step 4 — Process Information
Process name
Yes
Must be unique in the tenant. Checked in real time as you type.
Description
Yes
Shown in the process overview.
Tags
No
Used to filter the process list.
Spark Folder Name
Conditional
Required only when the template includes a publish_to_spark action.
Spark Service Name
Conditional
Required only when the template includes a publish_to_spark action.
Step 5 — Review Summary
Review all entered information across three cards: Template, Process Information, and Role Assignments. Click Back to edit any step, or Next to proceed to file upload.
Step 6 — Upload Process File
Upload an Excel workbook (.xlsx or .xlsm) that will serve as the process template file. Drag and drop it onto the zone, or click Select File to browse.
Processing pipeline — once a file is dropped, it moves through these stages automatically:
Stage
Description
Uploading
File is sent to the server.
Extracting
File data is extracted (client-side for files < 10 MB; server-side for larger files).
Complete
File is ready to publish.
Once processing completes, click Publish to create the process group and process version in the backend.
On a successful publish, a confirmation screen is shown. You can Download the process file or click Back to Dashboard to return to the Control overview.
You need to download the file and opens with Coherent Assistant to make the file Control compliant.
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