Process Models

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

About Processes

Processes are generic procedures that can be attached to Case Activities. Using Processes, you can define the procedure once, and then use it in multiple Case Types. For example, a Process 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.

Similarly, a generic procedure can be defined for a particular Case Type, and then be used in different activities associated with that kind of Case.

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 -