4.3. Designing a Process

To model a Process, do the following:
  1. In the Project view of the Project Explorer, select your Project and click the respective Process under Business Processes. Alternatively, locate the process definition in the Repository view of the Project Explorer and double-click the file to open it in the Process Designer.
  2. Add the required shapes to the process diagram on the canvas:
    • Drag and drop the shapes from the Object Library palette to the required position on the canvas.
      Object Library view panel for BPMS 6.0.2

      Figure 4.4. Object Library

    • Select a shape already placed on the canvas: the quick linker menu appears. The quick linker feature displays only the elements that can be connected to the selected shape and connects them with a valid Association element.

      Note

      To change the type of an already placed element to an element that extends this element, click it and select the Morph shape ( ) icon.
  3. Double-click an element to provide its Name. Consider defining the element properties in the Properties view.
  4. Repeat the previous step until the Process Diagram defines the required workflow.

4.3.1. Aligning Elements

To align diagram Elements, select the elements and click the respective button in the alignment toolbar :
  • Bottom: the selected elements will be aligned with the element located at the lowest position
  • Middle: the selected elements will be aligned to the middle relative to the highest and lowest element
  • Top: the selected elements will be aligned with the element located at the highest position
  • Left: the selected elements will be aligned with the leftmost element
  • Center: the selected elements will be aligned to the center relative to the leftmost and rightmost element
  • Right: the selected elements will be aligned with the rightmost element
Note that dockers of Connection elements are not influenced by aligning and you might need to remove them.

4.3.2. Changing Element layering

To change the Element layering, select the element or a group of element and click the respective button in the toolbar:
  • Bring To Front : bring the selected element to foreground to the uppermost layer
  • Bring To Back : send the selected element to background to the lowest layer
  • Bring Forward : bring the selected element to foreground by one layer
  • Bring Backward : send the selected element to background by one layer
  • Center : the selected elements will be aligned to the center relative to the leftmost and rightmost element
  • Right : the selected elements will be aligned with the rightmost element
Note that Connection Elements are not influenced by layering and remain always visible.

4.3.3. Bending Connection Elements

When moving an Element with incoming or outgoing Connection elements, dockers are automatically added to accommodate the appropriate Connection shape. To create a docker manually, click and pull the respective point of the Connection object. To delete a docker, click the Delete a Docker button in the toolbar and then click the respective Docker. Once you delete dockers of a Connection object, no more dockers will be created automatically.

4.3.4. Resizing Elements

To resize Elements on the canvas, select the element, and click and pull the blue arrow displayed in the upper left or lower right corner of the element.
To make the size of multiple elements identical, select the Elements and then click the icon in the toolbar and then click on Alignment Same Size: all Elements will be resized to the size of the largest selected Element.
Note that only Activity Elements can be resized.

4.3.5. Grouping Elements

Group Elements behave on the canvas as one item.
To create an element group, select the respective items on the canvas and click the Groups all selected shapes button in the toolbar. To ungroup such elements, select the group and click the Delete the group of all selected elements button.

4.3.6. Locking Elements

Locking Elements of a Process model prevents their editing: locked Elements are visualized as locked and cannot be moved or edited unless unlocked.
To lock Elements, select the elements and click the Lock Elements button in the toolbar. To unlock such Element, select them and click the Unlock Elements button in the toolbar.

4.3.7. Changing the color scheme

Color schemes define the color used for individual Process Elements in its diagram.
Color schemes are stored in the themes.json file, which is located in the global directory of each repository.

Procedure 4.1. Creating a new color schema

  1. Locate your project in the Project Explorer and switch to the Repository view.
  2. Open the global directory and locate and open the themes.json file.
  3. In the displayed Default Editor, add your theme definition at the end of the file and click the Save button.
To apply a new color scheme or any other defined scheme, in the Process Designer, click the Color Scheme button in the toolbar and select the respective color scheme from the drop-down menu.

4.3.8. Recording local history

Local history keeps track of any changes, you apply to your Process model so as to allow you to restore any previous status of the Process model. By default, this feature is turned off.
To turn on local history recording, click the Local History button and select Enable Local History entry. From this menu, you can also display the local history records and apply the respective status to the Process as well as disable the feature or clear the current local history log.

4.3.9. Enlarging and shrinking canvas

To change the size of the canvas, click the respective yellow arrow on the canvas edge.

4.3.10. Validating a Process

Process validation can be set up to be continuous or to be only immediate.
To validate your Process model continuously, click the Validate ( ) button in the toolbar of the Process Designer with the Process and click Start Validating. If validation errors have been detected, the elements with errors are highlighted in orange. Click on the invalid element on the canvas to display a dialog with the summary of its validation errors. To disable continuous validation, click the Validate ( ) button in the toolbar of the Process Designer with the Process and click Stop Validating.
Also note that errors on the element properties are visualized in further details in the Properties view of the respective element.
If you want to display the validation errors and not to keep the validation feature activated, click the Validate ( ) button in the toolbar of the Process Designer with the Process and click View all issues.
Additionally after you save your Process, any validation errors are also displayed in the Problems view.
Stopping continuous validation

Figure 4.5. Stopping continuous validation