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Edit a PM Block

Edit the functional design in Process Designer for a PM Block.

Edit a PM Block

PM Blocks are edited in Process Modeler.
Note that an imported PM Block may be edited only if it was not locked when it was exported.
Editing a PM Block involves revising the functional design of Process Modeler objects in that PM Block, including its BPMN elements and/or connectors.
Separately, revise the configuration settings that Process Designers use to implement how each instance of that PM Block functions. The configuration settings are built in Process Modeler are separate from the PM Block's functional design.

Package Required

The PM Blocks package must be installed.

Permissions Required

Your user account or group membership must have the following permissions to edit a PM Block unless your user account has the Make this user a Super Admin setting selected:
  • PM Blocks: Edit PM Blocks
  • PM Blocks: View PM Blocks
See the PM Blocks permissions or ask your Administrator for assistance.
Follow these steps to edit a PM Block:
  1. 1.
    View your PM Blocks. The PM Blocks page displays.
    PM Blocks page
  2. 2.
    Click the ellipses
    icon, and then select the Edit PM Block option for the PM Block to edit. The PM Block opens in Process Modeler.
  3. 3.
    Edit the PM Block as necessary.
  4. 4.
    Click the Publish button to publish a new version of this PM Block that includes the revisions.
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