4.3. Designing Process
To model a process, do the following:
In Business Central, go to Authoring → Project Authoring. Locate your project in the Project Explorer and choose the respective process under Business Processes.
Alternatively, you can locate the process definition in the Repository View of the Project Explorer. To show the Repository View, click the
button.
The Process Designer opens.
Add and edit 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.
Figure 4.4. Object Library in the Process Designer

- The quick linker menu appears after you select a shape already placed on the canvas. The quick linker feature displays only the elements that can be connected to the selected shape and connects them with a valid association element.
NoteIt is possible to change the type of an already placed element. To do so, select the element and click the Morph shape (
) icon from the quick linker menu.
- Double-click an element to provide or change its name. Also, consider defining the element properties in the Properties view on the right side of the Process Designer.
- Repeat the previous steps 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 required element or a group of elements and click the
button in the Process Designer toolbar. Choose one of the following options:
-
Bring To Front: bring the selected element to the foreground of the uppermost layer.
-
Bring To Back: send the selected element to the background of the lowest layer.
-
Bring Forward: bring the selected element to the foreground by one layer.
-
Bring Backward: send the selected element to the background by one layer.
Note that the connection elements are not influenced by the 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
To create and manage an element group:
- Select the elements on the canvas.
-
Click Groups all selected shapes (
) to group the elements.
-
Click Deletes the group of all selected shapes (
) to ungroup the elements.
4.3.6. Locking Elements
When you lock process model elements, the elements cannot be edited or moved.
-
To lock the elements, select the elements and click Lock Elements (
).
-
To unlock the elements, select the elements and click Unlock Elements (
).
4.3.7. Changing Color Scheme
Color schemes define the colors used for individual process elements in a diagram.
Color schemes are stored in the themes.json file, which is located in the global directory of each repository.
Procedure: Adding New Color Scheme
-
Locate your project in the Project Explorer and switch to the Repository View by clicking the
button.
-
Open the
globaldirectory. -
Locate and open the
themes.jsonfile. Click Download.
The file is downloaded to your computer. You can now open the file in a text editor and update it locally. Note that it is not possible to update the file directly in Business Central.
Upload the updated file. Click Choose file… (
), select the themes.jsonfile and click Upload (
).
In order to be able to use the new color schemes, you have to reload the browser.
To apply a new color scheme or any other defined scheme, click the
button in the Process Designer toolbar and select one of the available color schemes 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 Messages view.
Figure 4.5. Stopping continuous validation

4.3.11. Correcting Invalid Processes
If your process is invalid and the Process Designer is unable to render it in the designer canvas, you can open the process in XML format and make the necessary corrections.
In the Project view of the Project Explorer, select your Project and open the process.
If the process is valid, the Process Designer opens process diagram on the canvas.
If the process is invalid, you will see the following prompt:

Click OK.
The invalid process opens as XML in a text editor in the Process Designer.
You can restore previous correct version of the process by selecting the version either from the Latest Version drop-down menu or from the Overview tab.
Alternatively, you can edit the XML to correct the business process and click Save.
You can now open the valid process and view it as a diagram on the canvas.

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