Process Models

> Customize > Process Templates

About Process Templates

Process Templates are procedures that can be defined once, and then used as the basis for multiple Processes. For example, a Process Template like "Review the Application" can be defined for a Banking Solution, and then reused in Activities for different kinds of Cases--say, Consumer Loans and Commercial Loans.

Process Templates are sequences of tasks (or steps) that are carried out by Case Workers. The sequence, or process flow can do conditional branching based on Case Data. Additionally, Timers can be created to perform actions at specified times.

Working with Process Templates

Creating or Modifying a Process Template

To create or modify a Process Template:

1. Got to > Customize > Process Templates
2. Click [New Process Template] or click an existing template.
   The editor window opens.
3. Drag process elements from the sidebar (the Palette, below) into the main panel
4. Use the editor to perform other tasks (below)
5. Press Ctrl+S or click the disk icon () to save your changes and close the window,
   or simply close the window to exit without saving changes.

   

Process Element Palette

• User Task - This is a task that will be carried out by a user. (You can add instructions to help them out.)
  Requirements:
• Approval Step - This task requires clicking a button to Approve or Reject the results of a previous step. The reject goes back to the previous task, by default. To go back to an even earlier step, select the arrow and drag it to a new target.

• Define either the Role(s) that will be responsible for the task, or the Rule Set that will determine the owner. (You cannot save the task until a mechanism for determining its owner has been established.)
• Define the Form the task owner will use to view (and possibly update) the Case the task is part of. (The default Form can be used, but it is likely to be more helpful to restrict the view to the information needed to carry out the task.)

• Send an Email - Send out an automated notification using one of the Email Templates.
• Execute RuleSet - Execute Rules in a Rule Set, to carry out a number of tasks.
• Decision Switch - Create a branch in the process flow, depending on criteria you specify.

After creating the decision-switch node, click on the arrows coming from the node to specify criteria. When the specified criteria evaluate as true, that branch is taken.

For compound conditions, chain one Decision Switch into another. So if the branch from the first Decision Switch is taken when order_amount >= 10000 and a branch from the second is taken when order_amount < 100000, then the second branch is taken when the order is between $10,000 and $100,000.

• Parallel Gateway - __TBD: Allow tasks to proceed in parallel. __
• Start Event - Specify the starting point for the process. (The start point is required.)
• Cancel Timer - Specify an interval after which the task will be automatically canceled.
• Reminder Timer - Specify an interval after which a reminder will be sent to the task owner(s).
• End Event - Specify an endpoint for the process. (At least one end point is required.)
• Sequence Flow - Draw a connector between two tasks, to create a sequence.

Making Connections

In the main panel, click a Task or Event
. Several elements appear next to it. Hover over them to see a description:

• Decision Switch - A Decision Switch element is added to the process (see below), with a connection from the task
• End Event - An End Event element is added to the process, connected to the task
• Cancel Timer - A Cancellation Timer is added to the task (see below).

The final element is the connection arrow. To draw an arrow between two elements in the diagram, drag that arrow to another element:

Using the Process Editor

In addition to the Save icon seen earlier, the toolbar provides other icons that help you build Process Templates:

• Cut, Copy, Paste, Delete - The standard editing operations to move or copy the selected element(s) to the clipboard (cut/copy), to copy the contents of the clipboard to the process (paste), or remove the selected element(s).
• Undo, Redo - Take back the last change, or reinstate it.
• Alignment and Sizing - Align the middles or centers of elements, or make them the same size.
• Line "Bend Points" - A red dot appears at the corner of any line that isn't totally straight. You change the shape of a line by dragging that dot. Use these controls to add an extra dot to an already-bent line, or to add a dot to a straight line. You can also use the controls to remove a dot, straightening the line at that point.
• Zoom Controls - Zoom in or out. Set page size.
• Syntax Check - Click this button to check the drawing. A large red "X" appears below any element that has a problem. Hover over the element to get an error message.

Here are some other keys you can use:

• Click and drag -Move an element to a new location.
• Ctrl+A - Select all. Good for repositioning all elements at once.
• Ctrl+Click - Add an element to the set of selected elements, or remove it if already selected.

Using the Decision Switch

When you click on an arrow that is coming from a Decision Switch, you specify criteria for that branch. The criteria take the form {field} {operator} {value}.

You can add multiple criteria to that dialog. All must evaluate to true for the branch to be taken. In other words, the criteria specified for that branch represent an AND condition.

To create an OR condition, you can add a separate branch.

Important: When you add a second arrow, it overlays the first. Immediately move it, so you can see them both: