Every opened process
can be reached via its own tab at the head of the
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
Simply click on the tab to switch to a
By double-clicking on the tab at the top on the workspace the
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
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 &
The display of elements can be changed via the
Shows icons for the elements
Show icons and titles
Shows icons and titles of the elements
Show icons and description
Shows icons and a short description
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.
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.
The selected snapshot is opened on the workspace.
Opens a dialog
where the maximum number of created snapshots and the interval between
automatic snapshots can be defined.
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
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.
7. Search, Hints, History
At the bottom, you will find more tabs which can be shown/hidden via the
Enter a search term here.
The following functions are available for the search here:
Searches for element properties.
A search will be performed in the current process for elements
with the specified GUID.
GUID: Usage (in all processes)
A search will be performed for a GUID in the current process,
as well as in the published processes. In the results list, the search
results on the current process will be shown as usual. If the GUID is
found in other published processes as well, the title of the process in
which it is found will be shown in the search results in color.
Please note: If a process is opened after searching for a
GUID and then selecting
a hit, then the search should be performed again to gain
more exact search results.
Searches for element titles.
Searches for element descriptions.
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.
Opens a window with a list of the most recent searches. Click on a search
action to repeat it.
This tab provides information about elements on the workspace that have not 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.