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Use the Process Builder Main window to configure your process file and add actions to it. To access this view from the Start window, click an option in the Start section, or click a recently created process file in the Recent list.

The Main window includes the following components and controls on the quick access toolbar, which is displayed by default at the top of the Main window: 

• : Opens a menu that you can use to minimize, maximize, size, move, restore, or close the Process Builder application window.

• : Saves the active process file. If the file is new and was not previously saved, the Save As dialog is displayed when you click this icon.

• : Undoes the previous action.

• : Redoes the previously undone action.

• : Moves the quick access toolbar from its default position at the top of the Main window to below the ribbon and back again.

In This Section

• Create View

  Use the Create view to configure the properties and actions for your process file.

• Test View

  Use the Test view to administer and test your process file and its associated actions.

• Tabs Overview

  The Process Builder ribbon is displayed across the top of the Main window and includes several tabs that display their own ribbon of controls. These tabs provide access to all the functionality that you need to create and manage your process files and to access other applications in the BarTender suite.

• Administration Pages

  The Administration tab includes the Options and Help pages, which you can use to configure global variables and to access support resources and information about your installation of Process Builder.