Creating Your First Process
Step-by-step guide to building and publishing your first approval workflow in PlugIQ.
What is a Process?
In PlugIQ, a process is a structured workflow that routes requests through defined approval steps. Think of it as a digital form combined with a routing engine.
Step 1 — Open the Process Builder
From your workspace dashboard, click New Process in the top-right corner. You can choose between two creation methods:
- Build Copilot — describe your workflow in plain English and let AI generate a draft.
- Visual Builder — drag-and-drop stages, forms, and routing rules manually.
Step 2 — Name and Describe Your Process
Give your process a clear name (e.g., “Vendor Onboarding Approval”) and an optional description. This text appears in notification emails and the submitter-facing portal.
Step 3 — Define Stages
Every process has at least one submission stage and one approval stage. Add stages by clicking + Add Stage. For each stage you can assign approvers, set approval logic, and configure an optional SLA timer.
Step 4 — Add Form Fields
Click the Form tab to add input fields. Supported field types include short text, long text, number, date, dropdown, file upload, and signature.
Step 5 — Publish
When satisfied with the configuration, click Publish. The process is now live and accessible to any user you have granted submitter access.