System Process
User Guide — Defining System Processes and What They Run
| Last updated: September 2026
1. Overview
A system process is a named piece of platform work made up of a set of tasks it carries out and the parameters it runs with. The System Process screen is where these are defined and maintained. Each row is one process; from it you set up the steps it runs and the values it uses.
WHERE TO FIND IT — System Process is under Process → Config. It opens on the list of processes.
2. Reading the List
Each row describes one system process.
| Column | What it shows |
|---|---|
| Process Name | The name of the process. |
| Description | What it does. |
| Status | Whether the process is active. |
| Updated By / Updated Date | Who last changed it, and when. |
3. Adding a Process
- Click the Add button (the +) to open Add New System Process.
- Enter a Process Name and a Description.
- Save. The process appears in the list.
Creating a process only gives it a name and description — the next step is to define what it actually does.
4. Defining What a Process Does — Tasks and Parameters
A newly added process is just a name and description until you give it tasks (the steps it runs) and parameters (the values it runs with). Each row on the System Process list has two actions that open these:
| Action | Opens |
|---|---|
| Tasks | The Task Details window — the steps the process runs. |
| Parameters | The Param Details window — the values the process runs with. |
(There's also a Delete action to remove the whole process.)
4.1 Tasks
A task is one step the process carries out. Open Tasks on a process to see its Task Details window, with one row per step.
Adding a task
- In the Task Details window, use the Add button to open Add New System Process Task.
- Choose the System Task — the ready-made action this step performs. You pick from the list of available tasks rather than building one from scratch.
- Save. The task is added to the process.
What each column describes
| Column | What it means |
|---|---|
| Task Name | The step's name. |
| Task Type | The kind of step it is. |
| Domain As Source | The data domain the step reads from. |
| Source Type | The kind of source it reads. |
| Source Connection | The connection used to read. |
| Domain As Target | The data domain the step writes to. |
| Target Type | The kind of target it writes. |
| Target Connection | The connection used to write. |
| Execution Object | The object the step acts on. |
Remove a task with the delete icon on its row. The set of tasks — and the source and target each one uses — is what actually determines what the process does.
A TASK MOVES DATA FROM A SOURCE TO A TARGET — Most tasks read from a source (its domain, type, and connection) and write to a target (its domain, type, and connection). Getting those source and target settings right is what makes the step do the right thing.
4.2 Parameters
A parameter is a named value the process needs when it runs — a setting handed to it each time. Open Parameters on a process to see its Param Details window, with one row per value.
Adding a parameter
- In the Param Details window, use the Add button to open Add New Process Param.
- Choose the Process Param — the value you want the process to take.
- Set Is Required — whether the process must be given this value in order to run.
- Save. The parameter is added.
What each column describes
| Column | What it means |
|---|---|
| Process Param Name | The parameter's name. |
| Is Required | Whether a value must be supplied for the process to run. |
| Column Data Type | The kind of value it holds — text, number, date, and so on. |
| Column Length | How long the value can be. |
| Column Precision / Column Scale | For numbers, the total number of digits (precision) and how many are after the decimal point (scale). |
Remove a parameter with the delete icon on its row.
REQUIRED PARAMETERS MUST BE FILLED IN — A parameter marked Is Required has to be given a value before the process can run. Mark only the values the process genuinely can't run without, so it isn't blocked unnecessarily.
A PROCESS IS ONLY AS COMPLETE AS ITS TASKS — A newly added process does nothing until you give it tasks. After creating it, open Tasks to define its steps, and Parameters for the values those steps need.
5. Quick Reference
| I want to… | Do this |
|---|---|
| See the system processes | Process → Config → System Process |
| Add a process | + → Process Name, Description → Save |
| Add a step to a process | Open the process's Tasks → Add → pick a System Task |
| Give a process a value it needs | Open the process's Parameters → Add → pick a Process Param, set Is Required |
| Remove a step or a value | Click the delete icon on the task's or parameter's row |
| Remove a process | Click Delete on its row |
Source: OnCoor Process Management product documentation, written for end users. For the latest screens and options, always refer to the in-app interface.