Process Builder

Introduction

The Process Builder in Unifize is a no-code visual interface that allows admins and process designers to define, customize, and manage structured workflows. A process is the foundation of any record in Unifize- governing which fields need to be completed, who is involved, and how the record progresses through different statuses.

The Process Builder enables granular control over checklist structure, automation, field behavior, participant roles, approvals, and layout, allowing organizations to enforce compliance, streamline operations, and increase visibility.

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Capabilities

Process Builder includes the following core features:

• Checklist design: Add and organize fields across sections and subsections.

• Field configuration: Define field types, dependencies, default values, and visibility rules.

• Status transitions: Create custom statuses and define allowed transitions between them.

• Automation: Trigger actions (e.g., notifications, status updates, field changes) on events like approvals, rejections, or record inactivity.

• Participant roles: Set default participants, owners, and process-level access.

• Approvals: Configure approval fields with rules, conditions, comments, and field locking.

• Revision control: Add Revision Fields to manage version history and carry forward values.

• PDF generation: Enable structured reports through configurable templates.

• Reminders: Send inactivity-based notifications to keep workflows on track.

• Picklist enhancements: Support default values and checkbox-style rendering for binary fields.

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How to Use

Create a new process

1. Go to Manage from the left sidebar.

2. Click + New Process Template.

3. Fill in:

   • Process name

   • Description (optional)

   • Default participants

4. Click Create to open the Process Builder.

Configure the process in builder

Once inside the Process Builder, you can:

• Add sections and checklist fields

• Define status stages (Pending/Completed)

• Configure field types (Text, Number, Picklist, Date, Approval, Linked Field, Rich Text, etc.)

• Set default owners and participants

• Add automations and reminders

• Lock fields or sections based on status or approval

• Configure privacy and layout settings

Edit an existing process

1. Go to Manage.

2. Click the pencil icon next to the process name.

3. Update checklist fields, transitions, permissions, or settings.

4. Save changes—updates are applied immediately to the template.

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Field types supported

• Basic: Text, Number, Date, Picklist (supports default values and checkbox conversion)

• User-related: User, Approval

• Structured content: Rich Text, File Upload, Form (tabular data)

• Linked processes: Linked Field, Parent/Child Conversations

• Control: Status, Revision, Formula, Hidden Fields

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Best practices

• Keep process names and checklist labels clear and role-specific.

• Use sections and subsections to maintain readability.

• Use default values for picklists to streamline record creation.

• Enable checkbox mode for binary picklists with Yes/No logic.

• Leverage approval dependencies to enforce review sequences.

• Apply field locking and status gating to ensure data integrity.

• Use reminders to prevent workflow delays due to inactivity.

• Regularly audit automation logic to ensure process accuracy.