Installation & Setup

YouDesign Processes is a shape library extension for YouDesign Models. Installing it registers the full BPMN 2.0 shape set into the Models shape palette — nothing more, nothing less.

There is no separate Processes application, no separate UI, no separate data store. Every process diagram you create lives in YouDesign Models, alongside every other diagram in your enterprise graph.

Installation typically takes 5 minutes end-to-end and is fully hands-off.

Before you begin

You need:

• a Now Support (HI) account linked to your organization

• the admin role on the target ServiceNow instance

• network access to store.servicenow.com from your browser

• YouDesign Models installed and an active YouDesign Models subscription

• a supported ServiceNow release — Washington DC, Xanadu, Yokohama, or Zurich

ℹ️ If you do not have a Now Support account, ask your organization's Customer Administrator to add your email address to the company's Now Support profile.

⚠️ YouDesign Models is required. Processes only delivers BPMN shape definitions. Without Models installed, there is nothing for the shapes to render in.

Installation & Setup

Step 1 — Find the app on the ServiceNow Store

1. Go to store.servicenow.com

2. Use the search bar to search for YouDesign Processes

3. Select the app from the results to open the product page

💡 Tip: You can also filter the Store by provider, release version, category, or price using the left-side filter panel.

Step 2 — Request the app

On the product page:

1. Click the Request App button on the right side of the page

2. The request is sent to the app vendor for review

3. You receive an approval notification email, typically within one business day

What happens behind the scenes: The vendor reviews the request and confirms your organization's access. This is a one-time step per organization.

Step 3 — Get the app entitlement

After your request is approved:

1. Return to the YouDesign Processes product page on the ServiceNow Store

2. The button now shows Get instead of Request App

3. Click Get

4. A dialog appears asking you to choose an entitlement scope:

   • All instances — entitles every ServiceNow instance in your organization (recommended)

   • Selected instances — entitles only the instances you choose

5. Click OK to confirm

6. Accept the ServiceNow Store agreement if prompted

Step 4 — Install on your ServiceNow instance

1. Log in to your target ServiceNow instance with admin credentials

2. Navigate to System Applications > All Available Applications > All

3. Search for YouDesign Processes

4. Click Install

The shape library registers automatically into the x_inpi_yd_bpm scope. Installation usually completes within 2–3 minutes.

💡 Recommended install order: sub-production (dev or test) → UAT → production.

💡 Tip for recent releases (Washington DC+): You can also use the Application Manager inside Admin Center for a consolidated view of all available and installed apps.

Step 5 — Verify the installation

After installation, open any YouDesign Models canvas and confirm:

• A Process (or BPMN) category appears in the Models shape library

• Standard BPMN 2.0 shapes are visible — Events, Activities, Gateways, Swimlanes, Pools, Data Objects, Annotations

• Dragging a BPMN shape onto the canvas places it correctly and connects to other Models objects as expected

That's it. No configuration, no role assignment, no metamodel activation — the shapes are ready to use the moment install completes.

There is nothing else to set up

YouDesign Processes does not introduce:

• ❌ A separate application or module — all work happens inside YouDesign Models

• ❌ Separate roles or permissions — Models roles govern access to process diagrams exactly as they govern every other diagram

• ❌ A separate data store — process diagrams are stored as Models diagrams in the Models scope

• ❌ A separate governance workflow — your Models approval, versioning, and lifecycle rules apply automatically

If YouDesign Models is configured for your users, YouDesign Processes is ready for those same users. There is no Processes-specific admin work.

Updating the app

When a new version of YouDesign Processes is available:

1. You receive a notification email from the ServiceNow Store

2. Log in to your instance as admin

3. Navigate to System Applications > All Available Applications > All

4. Find YouDesign Processes and click Update

Updates typically deliver new or revised BPMN shapes. Existing process diagrams are not affected.

💡 Tip: Always test updates on a sub-production instance before applying them to production.

Uninstalling the app

If you need to remove YouDesign Processes:

1. Navigate to System Applications > All Available Applications > All

2. Find YouDesign Processes and click Uninstall

3. Confirm the uninstall

⚠️ What happens to existing process diagrams: Diagrams themselves are not deleted — they remain in the YouDesign Models scope. However, any BPMN shapes on those diagrams will no longer render correctly, because the shape definitions have been removed. Reinstalling YouDesign Processes restores full rendering with no data loss.

Troubleshooting

Issue	What to check
App not visible in All Available Applications	Confirm the entitlement was completed on the Store and that you are logged in as admin
Install button is greyed out	Check that you have the admin role and that your instance is entitled
BPMN shapes missing from Models canvas	Confirm x_inpi_yd_bpm is installed under System Applications > Installed Applications
BPMN shapes on existing diagrams render as placeholders	YouDesign Processes has been uninstalled. Reinstall it to restore shape rendering.
User cannot see or edit process diagrams	Review the user's YouDesign Models role — Processes has no permissions of its own
Installation succeeds but shapes never appear	Verify that YouDesign Models is installed. Processes requires Models to render.