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Advanced Training

Mar 3, 2023 10:13:55 AM

Prerequisites: Intermediate Training
Approximate Length: 3.75 Hours


This course covers advanced Process Director operations, such as using synchronous and asynchronous subprocesses, managing the development, test and production cycle, exporting and importing objects, creating a permissions methodology, advanced Form operations, and the use of the Goal object to create automated processes that can start autonomously based on any evaluable condition, such as changes to data outside of Process Director.

Acquired Skills

  • Create and configure synchronous and asynchronous subprocesses and manage running processes.
  • Perform common tasks in the Development, Testing, and Production cycle, to include importing and exporting applications between systems, and creating a permissions methodology.
  • Implement Form operations like configuring visibility and enabling scenarios, transforming forms, and handling document attachments.
  • Create and Configure Goal objects to automatically evaluate conditions and start processes on a scheduled basis.

Designed For

  • Implementers

Topics Covered

Processes & Subprocesses
  • What is a Subprocess?
  • Synchronous vs. Asynchronous
  • Subprocesses in Process Director
  • The Process Timeline Activity Type
  • The Run Process Custom Task
  • Administering Process Instances
  • The Analyze Timeline View
  • Timeline Errors
  • Errors After Changing Existing Processes
The Development, Test, and Production Cycle
  • Importing/Exporting Content
  • Development/Staging/Production Environments
  • Content List Folders
  • Folder Structure for Applications
  • Folder Structure for Shared Objects
  • Users and Groups
  • Export and Import Process
  • Content List Organization
Permissions Methodology
  • What are Permissions?
  • Users
  • Children
  • Permission Types
  • Permissions Methodology
  • Delete Permissions
Process Director Utilities
  • The BPImport Utility
  • The BPEmailImport Utility
  • Visibility/Enabling Scenarios
  • Set Readonly Options
  • Set Display Options
  • Transforming Forms to Print
  • Attachment Handling
  • Configuring Goals
  • Handling Goal Results
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

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Training Portal

Customers with learner accounts can log into the training portal to access their courses.

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Have more questions? Need help?

Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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