Process Pipeline

In this example, you will learn to create a process pipeline of multiple projects.

To create the project, click the Pipeline Projects tab on the Projects page.

Click on the Process Pipeline button located at the top right corner of the page.

Flow ID: A unique identifier for the flow that you can reference later.
Parent Project: The project from which the flow begins.
- Project Name: The name of the parent entity or item.
- Process Name: The name of the specific process.
- Project Type: The category or type of the project.
Child Project: The name or identifier of the subordinate or associated project under a parent project.
- Parent Name: The name of the parent entity, project, or category that the child project belongs to.
Process Name: The specific name of the process being described or documented.
Project Type: The category or type of the project.

Click on CREATE.

Once the Parent and Child projects are created, they appear in the process pipeline project list.
You can add a Child(substage) to any required project.
Click "Add Substage."

Fill in all the required fields for the substage.

Click on Create.

Create Pipeline fields

Once all the process pipeline projects are created, select the parent project where you want to add an input field by clicking on the top most project name in the tree structure.
In the selected parent project, click on the Task Design option to enter the task design interface.
On the task design interface, click on the Create Pipeline Input Field button. This will open a form for creating a new input field.
Click on Create. This will create an input field in the child project as well and create a mapping for data to flow from this project to child project.

On the task design interface, under Output Fields tab click on the Create Pipeline Output Field button. This will open a form for creating a new output field.
Click on Create. This will create an input field in the child project as well and create a mapping for data to flow from this project to child project. All the pipeline (input and output) fields from parent will be created as input fields in child project.

To create input/output fields in the child project.

On the task design interface, click on the Create Pipeline Input Field button. This will open a form for creating a new input field.
Click on Create. This will create an input field in the child project. This field will be an input field for the grandchild project.(PPD3 is a child of PPD2 project).

On the task design interface, under Output Fields tab click on the Create Pipeline Output Field button. This will open a form for creating a new output field.

The output field we create in this project(PPD2) using the Create Pipeline Output Field button will become an input field for the child(PPD3) of this project.

Adding Users to a Project

Once the Project Fields are configured and saved. Navigate to the Users tab.

In the Manage Users tab click on +ADD

Select the users in the dropdown for each level and click on ADD.
Follow the steps for all projects in the pipeline.

Creating Datasets

Navigate to the Datasets tab of the parent project
In the Datasets section, click on the ADD BATCH button, then fill in the required information, and click Submit to add the new batch to your datasets. This is required only for the first project in the pipeline.

In a project pipeline, the output of the parent project (PPD1 in screenshot) becomes the input for a child project based on the pipeline fields created. All input and output from the parent project will flow as input fields for the child project. Additionally, the created batch is replicated automatically in the child project.

Pipeline Flow Configuration:

Click on the pipeline configuration option next to the substage button.

In the pipeline configuration screen, click on the option to map fields.
Configure the field mapping as needed between the projects.

Add the necessary process logic to the pipeline for the tasks to flow from parent to child.
This is optional and involves setting up rules and conditions that define how the tasks flow through the pipeline.
After configuring the field mapping and process logic, click on the "Save changes" button to apply the modifications.

Your pipeline is now ready and users can access the tasks.

Click on the "My Tasks" icon at the top of the page. This will take you to the Tasks page.

Click the Get Tasks button for project PPD1 which is the first project in the pipeline

Enter the values and submit the task.
Now click on the Get Tasks button for the child project.

Refer to the screenshot which shows the field mapping between the parent and child project.