Processes are a sequence of actions you can run from a button on a dashboard or the Actions pane of a model.
Workspace administrators can add a process to the model, then add actions to the process, in the Actions pane.
Anyone can run processes from a button on a dashboard, as long as their model role has permission to access all data the process references.
You can only add certain actions to a process. Some of these actions lock the model while the process runs.
| Process action | Effect on model |
| Import | Read-only as the source is retrieved. Locks to both read and write while the import runs. |
| Export | Locks to write activity while the export runs. |
| Delete from list using selection | Locks the model to both read and write while the action runs. |
| Order list | Locks the model to both read and write while the action runs. |
| Update current period | Locks the model to both read and write while the action runs. |
| Bulk copy | Locks the model to both read and write while the action runs. |
If any action in the process is unsuccessful, the process stops to prevent data loss or data inconsistency.
