Main menu in the Processes module

Processes module Main menu



1. File

Connect / Disconnect portal service

Click here for more information about these menu items.

New process

Selecting this menu item will create a new process.

Open process

With this menu item, the existing processes will be listed in the Process Manager and can be opened for editing.

Open process as copy

Creates a copy of the current process and opens it on the workspace.

Close process

Closes a process.

Close all processes

Closes all currently opened processes.

Import / Export process

Click here for more information.

Publish process / Publish process with history

Publishes the currently opened process to the server. More information about the options can be found here.

Create entry in process history

Here, changes, which were saved, but not yet added to the process history, can be added retroactively.

Save process locally

With this menu item, a process with the current changes to a local or network directory of your choice with the ending .ixpr.

Delete process

This menu item opens the Process Manager. Already opened processes can be deleted there.

Export as graphic

This menu item allows a process to be exported as an image file.

2. Edit

Copy GUID

Copies the GUID of the currently selected process element to the clipboard.

Copy

Copies the currently highlighted element on the workspace to the clipboard.

Paste

Inserts the contents of the clipboard to the workspace. Select "Paste" from the context menu when the contents of the clipboard should be inserted into a specific location on the workspace. If Groovy elements (e.g. Groovy script event handler) are pasted from the clipboard, one may choose to either create a copy of the original script file or a reference to the original script. When inserting a Groovy script element, the following query will be output. Confirm with "Yes" if you wish to create a copy of the original script. Select "No" to only create a reference to the original script.

Delete element

Deletes the currently highlighted element.

Delete element with connections

Deletes the currently selected element and all of its connections to other elements.

Edit script

Opens the Groovy script editor if a Groovy script element is highlighted. The relevant script will be loaded automatically.

Edit connection ID

Opens a dialog to edit the connection ID for Groovy script conditions and generic conditions.

Copy / Apply size

"Copy size" copies the the size of an element, if it selected on the workspace. Click on "Apply size" to apply the size, which was copied in the previous step, to the currently selected element.

Create background box from selection

Visually groups the selected elements together with a colored background.

Activate element

Activates the currently highlighted element.

Deactivate element

Deactivates the currently highlighted element. All functions of the element will therefore no longer be run in the process. Deactivated elements will be displayed on the workspace grayed out. Subsequent actions will no longer be executed.

Activate all selected elements

Activates all elements that are highlighted on the workspace.

Deactivate all selected elements

Deactivates all elements that are highlighted on the workspace.

Select this and all following elements

Highlights the currently selected element and all following elements that follow it in the process chain.

Select all elements

Highlights every element which is currently on the workspace.

Display links

With this function, all of an element's links with other elements will be shown in the Search window. This menu item is available if a Groovy script element (e.g. Groovy script event handler) is selected. This allows you to check whether the script file specified there is used in other Groovy elements.

Show in element overview

Selects the element in the process overview area.

Create Snapshot

Creates a snapshot.

Start global timer job

If a global timer is selected, the corresponding timer job will start.

Properties

Opens the properties dialog of the currently selected element.

Details

Opens the details dialog with additional information about the currently selected element. This menu item is only available if the expert options have been activated.

3. View

In this menu, the individual areas of the module can be shown or hidden.

Global views

Click here for more information.

Restore default view

Restore default view will arrange all areas according to the original view mode.

4. Process

Activate / Deactivate

Activates or deactivates the process. If a process is deactivated, a link will be shown under the title. Clicking on this link will activate the process again.



If you click on this link, a message will appear.



If you click on "Yes", the process will be activated on the server immediately. If you click on "No", the process will only be marked as active at first. It will be activated the next time the process is published on the server. The message also appears when you deactivate a process. You also have the option to deactivate immediately or the next time the process is published.

Import / export texts

With this menu item, all descriptions or titles of elements in an application can be exported in the formats CSV, XLS or XML. The function can be used in the translation of applications into other languages.

Analyze Logfile

The activities of processes will be documented with date, process title, the event type end the name of the element in a log file.

Properties

Opens the properties dialog of the process. The properties can also be reached via the context menu, or by double-clicking on the process title at the head of the workspace.

Process history

Opens a dialog where the history entries can be managed.

Compare with last entry of process history

Opens a dialog where the current state can be compared with the last entry in the history.

Compare with entry of process history

Opens a dialog where the current state can be compared with entries in the history.

Details

Opens the details dialog for the process. This menu item is only accessible if the expert options have been activated in the Extras menu / Options.