Processes are a sequence of actions that are run by clicking a button on a dashboard. Processes are created by Workspace administrators.
Only some actions can be included in processes:
| Can be included in a process | Cannot be included in a process |
| Delete from List using Selection | Assign |
| Import | Create |
| Export | Copy Branch |
| Order List | Delete Branch |
| Open Dashboard | |
| Assign Only |
If an action fails, the process stops to prevent data loss or data inconsistency.