Create a New PM Block

Create a new PM Block, a reusable Process Modeler object that serves a specific purpose or function, which any Process Designer may place into a Process model with no prior technical skills.

Create a New PM Block

Package Required

The PM Blocks package must be installed.

Permissions Required

Your user account or group membership must have the following permissions to create a new PM Block unless your user account has the Make this user a Super Admin setting selected:
  • PM Blocks: Create PM Blocks
  • PM Blocks: View PM Blocks
See the PM Blocks permissions or ask your Administrator for assistance.
Follow these steps to create a new PM Block:
  1. 1.
    Create a new Process in any of the following ways:
    PM Blocks cannot be created from Process Templates.
  2. 2.
    In Process Modeler, design and/or configure the Process model using BPMN elements and connectors to meet your PM Block's functionality.
  3. 5.
    Click the ellipses
    icon, and then select the Save As PM Block option. The Publish PM Block screen displays.
    Publish PM Block screen from which to save a Process as a PM Block
  4. 6.
    From the PM Block Name setting, enter a name for the PM Block. This name must be unique from other PM Blocks. This is a required setting.
  5. 7.
    In the Description setting, enter a description of the PM Block. This description displays below the name of the PM Block from the PM Blocks page. This is a required setting.
  6. 8.
    From the Icon setting, select a different icon from the default. By default, PM Blocks use the Cube icon. This is a required setting.
  7. 9.
    From the Author setting, enter the name of the user who created the PM Block. This is a required setting.
  8. 10.
    From the Version setting, enter the version of the PM Block.
  9. 11.
    From the Category drop-down menu, select one or more PM Block Categories to associate with this PM Block. In doing so, PM Block Categories may be sorted from the PM Blocks page. To remove a PM Block Category that is currently selected, click the
    icon for that selection or press Enter when the drop-down is visible. This is a required setting.
  10. 12.
    Click Publish. The following message displays: PM Block successfully created. The PM Block displays in the PM Blocks page.
Last modified 2mo ago
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