What is Process Builder

by Christina Moore Updated Nov 14, 2020

Process Builder is Onit's new, radically improved workflow-building interface. It is entirely visually-oriented, drag-drop friendly, and UX driven.

How Process Builder Will Help You

Build Like You Think

Process Builder is a visually-oriented, linearly organized workflow canvas, enabling you to build workflows from the top-down. Additionally, Process Builder is drag-and-drop friendly, build your workflow exactly how you visualize it.

Workflow Modeling

With Process Builder build first, publish later. Easily group related changes under the same "change comment" to bulk save your changes.

Less Configuration is Better than More

Process Builder helps you minimize redundant or duplicate Business Rules of the same type by keeping your configuration visible at all times.

Minimize Context Switching

Build (almost) anything from one configuration screen. No more switching tabs or losing your configuration.

Share Workflows with Non-Builders

Easily share configuration with your colleagues; zero training or technical proficiency is needed to understand workflows laid out in Process Builder.

Previous Article Using the Liquid Editor
Next Article Six Key Process Builder Terms

© 2020 Onit, Inc.

docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.