Create a process

A process associates an automation package—in a specific version—to an environment. It is the “executable unit” of Zoan Cloud: what an agent runs when it receives an order, whether manual or programmed.

Package  "billing"  v1.2.0
        +
Entorno  "Producción"
        =
Proceso  "Facturación diaria"   ← esto es lo que se ejecuta

Separating package (what you designed) from process (how it runs and where) is what allows you, for example, to have the same package running with version 1.3.0 in Test and 1.2.0 in Production, each with their own credentials.

Requisitos previos

Before creating a process you need:

• A package published in your tenant. If you don’t have it yet, go to Publish and Version.
• An environment where to create the process. See Environments.

Steps

1. At the top right, pick the environment in which you want to create the process.
2. Open Centro › Robots › Procesos (Center › Robots › Processes).
3. Click Nuevo proceso (New process).
4. Enter a descriptive Nombre (Name), e.g. Facturación diaria.
5. Pick the Carpeta (Folder): whoever has access to that folder sees it, and it runs on that folder’s machines. See Folders and access.
6. Select the Paquete (Package) and the Versión publicada (Published version).
7. Click Crear proceso (Create process).

The process is ready. Now you can run it manually or associate a trigger to it to run automatically.

Process states

Estado	Description
active	The process can receive executions
inactive	Disabled — it cannot run

You can enable or disable a process at any time from the list. Turning it off is useful for pausing an automation without losing its settings or history — for example, while you fix a problem or during a system maintenance window you automate.

Update version

When you publish a new version of the package, the process does not adopt it on its own: it continues using the version it had configured. To update it:

1. In the process list, open the process’s ⋮ menu and pick Actualizar versión (Update version).
2. Select the new version of the package.
3. Click Guardar ajustes (Save settings).

In the same window you set the maximum duration and the Robot atascado (Stuck robot) alert (Sin avance, minutes without progress, and Al detectarlo, when detected: Solo avisar, only alert, or Cancelar, cancel). From the ⋮ menu you can also Mover a otra carpeta (Move to another folder) or Promover a otro ambiente (Promote to another environment).

Executions in progress are not affected

Changing the version only applies to new runs. Those that are already running end with the version they had. This allows you to update without interrupting an ongoing process.

Promote with control

Pointing the Production process to a new version is, in practice, “going to production”. Verify that same version first in the Testing process. See Promote between environments.

Next steps

• Publish and version — prepare the package.
• Run manually — launch a run on demand.
• Triggers — automate when it runs.