> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/control/processes/creating-a-new-process-platform-ui.md).
# 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**
| Field | Required | Notes |
| ---------------------- | ----------- | --------------------------------------------------------------------- |
| **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.
