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Using the ProcessModeler

This document provides an overview of the ProcessModeler user interface.

Interface Overview

Interface

Number Description
Number1 Opens the process launch window; this allows you to launch the process in Test mode.
Number2 Toggles the grid on the design canvas.
Number3 Displays an introduction to the ProcessModeler.
Number4 Exports the process design to a PDF file. This is useful, for example, to share the design with stakeholders, or for review and presentation purposes. The design is exported without the grid.
Number5 Creates a web interface for launching the process or opens an existing one in the WebModeler in a new browser tab. The create option is available if the process does not yet have a web interface. As soon as one or more web interfaces exist, you can open them from the list assigned to the icon.
Number6 This vertical toolbar allows you to add elements to your process design. For further information, see section 2 below.
Number7 The lane that is responsible for the corresponding process activities belongs to this pool. At user level, this is the organization that contains the role that is responsible for the corresponding process activities. Pools are added by using the plus icon; they can only be added with a lane. Clicking on the cross icon deletes a pool if all of its lanes are empty, i.e., contain no process design objects.
Number8 The lane that is responsible for the corresponding process activities. At user level, this is the role that is responsible for all process activities in the aligned section of the process design. Clicking on the plus icon offers you a choice of lanes, from the ones that belong to the pool, to add to the process. Clicking on the cross icon deletes a lane if it contains no process design objects. The pool is also deleted if this lane is the only one in the pool.
Number9 Manage the process settings. See section 3 for further detail.
Number10 This contextual menu appears when a process step is selected. It offers you the option of managing the settings for the current step, along with a selection of appropriate objects to add to your process.
Number11 Displays the settings for the selected process step. Help on each setting is available when the settings pane is expanded.

Design Objects Toolbar

The vertical toolbar on the left side of the ProcessModeler provides objects that can be added to a process. They can be selected from here and used within a process design.

User Interface Element Number Description
Design Toolbar SCREENS_Tab Number1 Clicking on options that have a small triangle at the bottom right-hand corner displays a list of the different types available. Hovering over each icon shows the name of the respective option.
Number2 Rectangles represent activities - actions that take place during process execution. An icon within the activity represents a specific type of activity. For further information, see our process steps document. Activities can be dragged onto the design canvas.
Number3 Circles represent events - something that happens during process execution. An icon within the circle represents the type of event. For further information, see our process steps document. Events can be dragged onto the design canvas.
Number4 Diamonds represent gateways - decision points within a process. The icons within the diamond represent the type of gateway. For further information, see our process steps document. Gateways can be dragged onto the design canvas.
Number5 Arrows are the connections between steps and represent the flow through the process. To add a connection, select it from the toolbar before clicking on two process steps to connect. The connection will only be made if it is valid.
Number6 This option allows you to add an annotation to a process step. To add an annotation, select it from the toolbar before selecting the required step. The step will turn green if an annotation can be added but will turn red if one already exists. Place the annotation by clicking on the required location and double-click to enter the annotation text.
Number7 Process designs can become quite cluttered. This option allows you to add or remove space within the design. Clicking on the option will give you a choice of a vertical or horizontal space-maker. Click on your choice before clicking and dragging on the area where you want to add or remove space.
Number8 Allows you to zoom in and out on the process design. The current zoom level is shown next to the top-left button bar.

Settings Pane

Processes are configured from the settings pane, which is accessed by clicking on the Settings button on the top-left button bar.

Settings Button

Settings Pane

Number Description
Number1 This section contains an index for the current settings category. Use this for quick access to the setting you want.
Number2 Manage the basic settings, such as the process title or whether the process can be launched from a public web interface.
Number3 Define any variables or files that are required to launch the process.
Number4 Define any measures. Based on process data, these can be used as columns or filters in reports.
Number5 View all variables defined in process steps.
Number6 View a list of process revisions. You can color-code a revision, preview a revision, or revert to a previous revision.