Areas of the Processes module

Processes module

1. General / Process properties




Every opened process can be reached via its own tab at the head of the workspace. If an entry has been created in the history, the ID of the entry will be shown next to the name of the process in the tab. Simply click on the tab to switch to a different process. By double clicking on the tab at the top on the workspace the properties dialog of the process will open. All other tabs denote an area of the module. All tabs and/or areas of the module can be closed with the symbol and opened from the View menu. You can also move the tabs in your title via drag & drop.

The process has been deactivated. Click here to activate the process

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2. Elements




You will find this area on the left of the workspace. If you select an entry at the top, the elements will be filtered based on this categories. The elements, that you will use to construct a process, can be selected here and then moved onto the workspace via drag & drop. The display of elements can be changed via the context menu. The context menu item Show categories view will make the upper area visible; this presents the elements in categories in a tree structure.

Search
You can search for elements here.

Reset filter
Clears the search field.

3. Snapshots




With snapshots, the current process will be cached at defined intervals. Clicking on a snapshot resets the process to the state at that specific time.

Create snapshot
Opens a submenu where a new snapshot can be created. The submenu item Create new snapshot with comment opens a dialog where the new snapshot can be commented. The comment will be shown in the Snapshot area under the date, when the snapshot was created.

Open snapshot
The selected snapshot is opened on the workspace.

Options
Opens a dialog where the maximum number of created snapshots and the interval between automatic snapshots can be defined.

4. Workspace




In the middle you will find the workspace, on which all process elements will be chained to a process. You can select the elements from the "Elements" area and assign them to a location on the workspace via drag & drop.

5. Process overview




You will find this tab on the right of the workspace. Here, every element that you have created can be found in its specific element category, in able to aid you in locating individual elements. If you highlight the element here, it will also be marked on the workspace.

6. Bird's eye view




Here, you can find a smaller version of the entire process diagram, and can navigate with a movable window to the places on the workspace that you wish to see.

Context menu: Automatic scaling

The automatic scaling adjusts the overview to the current size of the Bird's eye view area.

Context menu: Standard scale

The overview is shown in the scale 1:5.

Context menu: Zoom in / Zoom out

Adjusts the zoom level of the bird's eye view.


At the bottom, you will find more tabs which can be shown/hidden via the View menu.

7.1. Search


Search field

Enter a search term here.

Drop-down list

The following functions are available for the search here: Search
Triggers the search. Hits will be shown beneath the search field. If you click on a hit, the corresponding element will be highlighted on the workspace.

Search history
Opens a window with a list of the most recent searches. Click on a search action to repeat it.

7.2 Hints




This tab provides information about elements on the workspace that haven't been configured completely or connected. The symbol informs you that an element's configuration is not yet complete. Errors can occur when saving a process for two reasons. The first is when an email action, which has been configured for a data group action, has been connected to a data group event handler, which in turn was configured for another data group. The second cause could be if an application does not exist in the portal, and its data groups are referenced by the process. The warning in the Hints area will remain until the next time the process is saved. More details about a hint will appear when you move the mouse over an entry.

7.3. History




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