BPMN Designer

BPMN process list

The BPMN Designer is used to model business processes such as approvals, reviews, fulfillment flows, and service-task orchestration. It gives process owners a visual way to define how work moves from start to completion.

Process Model

A process definition is made from nodes and edges.

Node typePurpose
Start eventDefines how the process begins
End eventMarks completion or termination
User taskAssigns work to a person, role, or team
Service taskCalls a backend operation or integration
Receive taskWaits for an external signal
Call activityInvokes another process
Exclusive gatewayChooses one path based on conditions
Parallel gatewayRuns multiple paths in parallel
Inclusive gatewayRuns one or more matching paths

Edges connect nodes and can carry condition expressions when the process branches.

Designer Workspace

AreaPurpose
Node paletteDrag process nodes onto the canvas
CanvasArrange the process graph
Property panelConfigure selected node or edge
ToolbarSave, validate, publish, import, export, and inspect versions

The designer should be used for process logic. Record fields, forms, and tables should still be modeled with metadata and pages.

Assignment

User tasks need a clear assignment strategy.

Assignment typeExample
Specific userRoute a task to the original requester
RoleRoute approvals to finance.manager
TeamRoute fulfillment work to an operations team
ExpressionResolve the assignee from process variables

Prefer role or team assignment for long-lived processes. Specific users are useful for escalation, delegation, or request ownership.

Conditions

Gateways and conditional edges use process variables and record data. Keep conditions readable and test them with example payloads.

Good condition:

amount >= 10000 && department == "finance"

Weak condition:

customFlag == true

The better condition explains business intent and is easier to review.

Service Tasks

Service tasks should call stable platform actions:

  • Execute a DSL command
  • Call a named backend operation
  • Send a webhook or integration request
  • Trigger an agent-reviewed step when configured

High-risk service tasks should have observability and retry policy designed explicitly. Do not hide irreversible side effects inside a vague service task.

Validation

Before publishing, check:

  • The process has exactly one intended start path
  • Every path reaches an end event or a documented wait state
  • User tasks have valid assignment rules
  • Gateways have complete conditions and defaults
  • Service tasks reference existing commands or integrations
  • Permissions and audit expectations are documented

Next Steps