Process Models

{solution} > Processes (solution-global processes)
{solution} > Case Types > {case type} > Processes (case-specific processes)

Working with Processes

Creating or Modifying a Process

Tip: Before creating a Process, be sure to define either the Role(s) that will be responsible for it, or the Rule Set that will determine the owner. (You cannot save the process until a mechanism for determining the owner has been established.)

To create or modify a process:

1. From the Processes tab, click [New Process] or click an existing Process.
   The Process Editor opens.
2. Drag elements from the sidebar into the main panel
3. Click a task in the main panel to a display several convenience elements:
   • XOR Connector - An XOR gateway 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 automatically added to the task (see below).
   • Arrow - Click the arrow, and then click another element. A connection is drawn between them.
4. Press Ctrl+S or click the Save icon to save your changes and close the window, or simply close the window to exit without saving changes.

   

Process Elements

• User Task -
• Email Task -
• Content Generation Task -
• Execute RuleSet Task -
• Data-based XOR gateway -
• Parallel Gateway -
• Start Event -
• Cancel Timer -
• Reminder Timer -
• End Event -
• Sequence Flow -