> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/automations/best-practices-screensteps/review-process-examples/how-to-create-a-new-process-flow.md).

# How to create a new process flow

{% stepper %}
{% step %}

## Make sure you are in the Work-Relay application

![](/files/cb5d6e76b227427490444a184a0f6cc26dbc8f38)
{% endstep %}

{% step %}

## Click new process

![](/files/e0cb7044f562c2c826b3118395ca4db52717c1bb)
{% endstep %}

{% step %}

## Enter a descriptive name

![](/files/951e3542768e2d3dedfd72254343309c9c40a416)
{% endstep %}

{% step %}

## Select a data source

1. Check the box.
2. Select the data source you'd like the process to use to guide the flow (e.g. Order).

{% hint style="info" %}
**Note**: Not sure which data source to choose? [Click here](/automations/best-practices-screensteps/review-process-examples/which-data-source-should-i-select.md) for more on that.
{% endhint %}

![](/files/8bcebdb6270a3b50c45b0fa3fb76aad97dc6586e)

<details>

<summary>A Data Source is optional</summary>

You do not need to enter a data source when creating a new process.

![](/files/be2a84622a5781ca24f50a710c6932352fa9bcac)

</details>

<details>

<summary>Determine whether the process is for a single record</summary>

![](/files/6543b02679a68071ab95568e337ce7bd339adbdd)

### Select the source record

![](/files/a47895be71130b4ece44c9f5bbe08076a2a76bb6)

</details>
{% endstep %}

{% step %}

## Select a method to start the process

If you're not sure which method to select, click on the "Click on the dropdown arrow" link below.

<details>

<summary>Click the dropdown arrow</summary>

![](/files/52092ef988c58bcbb772c8a102e3e115bb426d6d)

### Select the method

![](/files/e37d8075e10c4da50a6ad5925ad8f294a843b1aa)

You can define when a process starts:

* **When a record is created** - This will trigger the process when a defined record is created
* **When a record is edited** - This will trigger the process when a defined record is edited
* **When a record is created or edited** - This will trigger the process when a defined record is created *or* edited
* **Triggered by another flow** - You can connect multiple flows to trigger one another
* **Manual** - This requires the flow to be manually triggered
* **Scheduled** - Schedule a flow to happen at a certain time

### Depending on the method you choose, you may have to fill out additional fields

</details>
{% endstep %}

{% step %}

## Enable Chatter notifications

![](/files/071438bd02317641b7643b47d26997d7b8a967c4)

### Create a custom message

If you want to create a custom message:

1. Check Override Default Notification Message.
2. Write your custom message.

![](/files/c92ded6d0afbfc47cb93c04e74f32321636442ca)
{% endstep %}
{% endstepper %}