Multiple-step template.
The process definition owners can create a “Template” with multiple steps and connections by selecting the desired steps and connections. Use the Mouse control to group multiple steps.
Right-click the selection to view the context menu. Select the “Save as Template” option.
Provide the Template name in the pop-up window and click the “Save” button.
The template is saved as a new process definition, and a confirmation message is displayed in the top-right corner, as shown below.
On the Process Designer page, scroll down in the left pane to select the “All Template Steps” feature. The process template is available for preview here. You can now drag and drop the template to the designer canvas on any other process definition.
Performing auto-layout of the process definition.
It allows the process definition owner to auto-arrange the process design using several different options, such as a horizontal or vertical tree, radial tree, organic, or circular tree.
Select UI - Align menu option to navigate to Top, Left, Bottom, and Right alignment layouts.
Select UI - Layout Tree menu option to navigate to Horizontal, Vertical, and Radial tree layouts.
Select the UI - Layout Flow menu option to navigate to Horizontal and Vertical flow layouts.
Select the UI - Layout Organic menu option to navigate to Organic and Circle layouts.
Show or Hide tooltips for the Process Definition.
The process designer can view the Step configuration as a tooltip if the “Show/Hide” tooltip is configured to ON.
On the Process Designer, select UI - Show/Hide Tool Tips menu option to toggle the display. A confirmation message is displayed in the top-right corner.
Now, navigate to the process step and hover the mouse control to view the configuration as a tooltip.
Panning the design within the process designer.
The layout preview feature in the right pane allows process designer users to view the highlighted or selected portion of the process definition as they move the layout preview box over the steps in the right configuration window. By using the layout preview box, the user can also scroll through the designer page.
Process design can also be panned by holding the right mouse button down and moving the mouse.
Panning the design within the Process Definition - Render view.
The layout preview allows the user to view the highlighted or selected portion of the definition as they move the layout preview box over the steps in the right configuration window. By using the layout preview box, the user can also scroll through the designer page.
Select the process definition and click the View - Render menu option.
The process definition appears on a new page, and the layout preview is visible when you hover the mouse over the steps. Select the white outline box within the layout preview and drag it to see a larger process definition. Grab the small white outline box at the bottom left and move the layout preview out of the canvas if needed.
Use the search box to find a specific step, as shown below. Click the process step hyperlink to quickly navigate the designer canvas.
Panning the design within the Process Instance - Render view.
The Layout preview allows the user to view the highlighted or selected portion of the instance as it is rendered when the user moves the layout preview box over the steps in the right configuration window. By using the layout preview box, the user can also scroll through the designer page.
Select the process instance and click the View - Render menu option.
The process instance appears on a new page, and the layout preview is visible when you hover the mouse over the steps. Select the white outline box within the layout preview and drag it to see a larger process instance. Grab the small white outline box at the bottom left and move the layout preview out of the canvas if needed.
Use the search box to find a specific step, as shown below. Click the process step hyperlink to navigate the designer canvas quickly.
Save Process Definition As Template.
A selected process definition can be saved as a process definition template.
On the Process Definition page, select the definition and click the Actions - Save As Template menu option.
A popup window is displayed for configuration. You can right-click to Add Folder as shown below.
Click the Save button. The process definition is saved in the new folder, and a confirmation message is displayed in the top-right corner.
You can access the templates on the process designer by selecting “My Template Steps” in the left pane.
Add tags to a Process Definition.
Process definition owners can add tags to a selected process definition by assigning tags and their corresponding values.
On the Process Definition page, select the definition and click the Utils - Tags menu option.
A pop-up window is displayed for configuration. Provide the tag name and value, and click the Save button.
The process definition tag is saved, and a confirmation message is displayed in the top-right corner. You can add multiple tags to the definition and remove them by clicking the “remove” icon.
Add process to the execution path.
A process can now be configured to execute another process upon receiving an Abort, Error, or Complete status.
Select the Start step in the process. Navigate to the Optional tab. Configure the execution path when the process instance status is 'Abort', 'Error', or 'Completed'. Click on the dropdown list to select an existing process workflow for each status. The configuration is not mandatory, but it can optimize the real-time conclusion of the process instance.
