All Processes — regardless of type — are created and managed from the same screen in the Configuration application: Process Configuration \> Processes.
Process types
Before creating a Process, you need to know which type to use. The Process Type determines what the Process does and which additional configuration components are required.
Spreadsheet — retrieves data from the database, performs calculations or logic in the Process Logic workbook, and writes results back to the database. This is the most common type.
Import — reads data from an external file (Excel, CSV, TXT, or XML) and loads it into the database. Two variants exist: simple import and import-merge. See Importing Data for guidance on which to use.
Schedule — generates a queue of other Processes to run automatically at defined times. See Run a Process on a Schedule.
XML — produces a transformed XML file as output.
The System type is reserved for platform use and is not available to configurators.
Create a new Process
Open the Configuration application and navigate to Process Configuration \> Processes.
Click Detail to display the full range of settings.
Click New.
If prompted, enter the number of records to create and click Add.
Enter a Process Name. Choose a name that clearly identifies what the Process does and which part of the application it belongs to. Follow your organisation's naming conventions — see Data Model Naming and Design Standards for guidance.
Enter a Description that explains the purpose of the Process.
Set the Process Type.
Upload the Process Logic workbook in the Template/Process Logic field. The workbook defines the logic executed at runtime. It should contain no persistent data — only formulas, constants, and named ranges. See Process Logic Workbook for how to prepare this.
Configure the key settings described below.
Enter an Audit Comment explaining why the Process was created.
Click Save and Refresh.
Key settings
Spreadsheet Result Location
Enter the named cell or range reference that contains the overall Process result — for example, energysys!ES_RESULT or Sheet1!A1. The platform reads this cell when the Process completes. The value must be one of the following:
Success — the Process completed normally and results are written to the database.
Warning — the Process completed but raised non-critical issues. Results are still written.
Failed — the Process is aborted. No data is written to the database, and any chained Processes are also aborted.
Spreadsheet Parameter Location
Enter the named cell or range reference where Process Parameter values will be written at runtime — for example, energysys!ES_PARAMETERS. If the standard Process Logic template is used, this is typically the named cell ES_PARAMETERS. Multiple parameter values are written horizontally from this starting cell, in the order defined in the Process Parameter configuration.
Application
Select the application in which this Process will appear for execution. The Process Execution record is normally stored in this application.
Logging Level
The logging level controls how much detail is captured in the Calculation Log each time the Process runs. Choose based on how much visibility you need.
Normal — the default for most Processes. Includes the Process Logic workbook and any Warning notifications.
Quiet — includes only a basic summary. No workbook, no notifications visible. Suitable for simple, stable Processes.
Silent — no log is generated at all. Use only for very simple, fully reliable Processes where audit visibility is not required.
Verbose — the most detailed level. Includes the workbook, input and output data as XML, and both Warning and Information notifications. Use when detailed troubleshooting is required.
See Process History and Calculation Logs for more on how logs are used.
Additional configuration components
Creating the Process record is only the first step. Most Processes require additional configuration before they are functional. The components required depend on the Process type.
Component | Spreadsheet | Simple Import | Import-Merge | Schedule | XML |
Process Parameters | Optional | Required (file) | Optional | Optional | Optional |
Process Inputs | Optional | — | Optional | Optional | Optional |
Process Outputs | Optional | Required | Required | Required | Required |
Process Logic workbook | Required | — | Required | Required | Required |
Import Merge Mapping | — | — | Required | — | — |
XSLT Attachment | — | — | — | — | Required |
Refer to the dedicated articles for each component: Process Parameters, Process Inputs, Process Outputs, Filters.
Edit an existing Process
To modify a Process, navigate to Process Configuration \> Processes, select the Process, and click Edit in the relevant section. The same fields are available as when creating the Process.
From the Process screen you can also edit related configuration components — Parameters, Inputs, Outputs, Deletions, Import Merge Mapping, Import Zip File Specification, Import Text File Converter, Import XML File Converter, and Reports — each via its own Edit option.
All edits require an Audit Comment before saving.
Clone a Process
If you need to create a Process similar to an existing one, cloning may be faster than building from scratch. The platform includes a Clone Process helper that copies the Process configuration to a new name. The Process Logic workbook is not copied — you must upload or configure the workbook separately after cloning.
See Clone a Screen or Process for steps.