Learn to design forms and use scripts in your process modeling.
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Display the configuration settings for a selected Process model object when the settings are hidden.
By default the Configuration panel for the Process model and its contents is hidden. This displays more of the Process Modeler canvas by default.
Your user account or group membership must have the following permissions to copy Process model objects and/or PM Blocks unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to show the Configuration panel:
Do one of the following:
Click an empty location in the Process Modeler canvas to select to view configuration settings for the Process model.
Click a BPMN element, connector, CDATA External Integration, or PM Block in which to view its configuration settings.
The Configuration panel displays. If a collaborator in your Process is currently changing settings to the same Process model object as you have selected, the settings in the Configuration panel are disabled. After that collaborator makes changes and Process Modeler automatically saves those changes, then the Configuration panel enables with that collaborator's setting change(s) already applied to that object, thereby preventing a conflict between your changes from your collaborator's.
If you select to edit the same Process model object with a collaborator simultaneously, you receive a notification that collaborator, by name, intends to make changes to that object as well. You may then allow that collaborator to change the object's settings or prevent that user from making changes on that object until you make your changes.
Optionally, close the Configuration panel to hide it.
Try a customer beta of a feature for ProcessMaker Platform Winter 2023: invite others in your organization to collaborate on your Process model.
ProcessMaker is providing a customer beta to one of our most anticipated new features coming to ProcessMaker Platform Winter 2023: collaborate with Process Designers simultaneously while designing your Process model.
Invite others to collaborate in real-time while designing a Process model. Any user may be invited to collaborate on a Process. Even if the invitee does not have Processes category of permissions or is a Project member in which that Process is an asset, that user may collaborate in that Process.
Follow these steps to tag and comment a collaborator in Process Modeler:
Edit the Process in which to invite collaborators.
From the Add a comment... field, tag the user with whom you want to collaborate on this Process. Do the following:
Enter the user name for the individual to tag. As you enter text, the list filters.
Select the user to tag.
Enter your comment, and then click Comment.
Click Refresh to refresh the Comments pane as necessary.
Copy one or more selected Process modeling objects and/or PM Blocks into your Clipboard.
Process model objects are collectively BPMN elements and connectors.
Copying one or more Process model objects and/or PM Blocks places those selected items and their respective settings into the Clipboard. The copied item(s) may be copied and then pasted using keyboard shortcuts.
Copied items cannot be pasted into another Process model.
When pasted, the copied Process model element(s) display below the original. Any Sequence Flow and/or Message Flow elements incoming to or outgoing from the original are not copied.
Your user account or group membership must have the following permissions to copy Process model objects and/or PM Blocks unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to copy Process model object(s) and/or PM Block(s):
Select the item(s) to copy.
Use Control+C (Command+C) to copy.
Use Control+V (Command+V) to paste into the same Process model. The selected item(s) display below the original item(s).
When a Pool element or Lane element is copied, all items it contains are also copied to the Clipboard with their respective settings.
Pin a Process model object to the Explorer panel and the Objects bar.
Process model objects are collectively BPMN elements and connectors.
Pinned Process model objects are quickly accessible to place them into a Process model. Pin an object when you place it often into your Process models.
A pinned object does the following to that object:
That object displays from the Pinned Objects section of the Add Object tab within the Explorer panel.
That object displays from the Objects bar at the bottom of the Process Modeler canvas to quickly access it.
Your user account or group membership must have the following permissions to pin or unpin a Process model object unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to pin a Process model object:
Locate the object category in which to pin from one of the following locations in the Explorer panel:
Click the Unpinned icon for the Process model object. The following occurs:
That object now displays in the Pinned Objects section with the Pinned icon.
That object displays from the Objects bar at the bottom of the Process Modeler canvas to quickly access it.
Follow these steps to unpin a Process model object:
Locate the object category in which to unpin from the Pinned Objects section.
Click the Pinned icon for the Process model object. The following occurs:
That object now displays in the Object Category section with the Unpinned icon.
That object does not display from the Objects bar at the bottom of the Process Modeler canvas.
Customize the color and/or the icon for a Process model object.
Process model objects are collectively BPMN elements and connectors.
Customize the appearance for a selected Process model object or PM Block in the following ways:
Customize the color of the selected item's object, icon, and label, which by default display as black-colored. See Change a Process Model Object's Color.
Customize the icon that displays in the Process model object. See Change a Process Model Object's Icon.
Your user account or group membership must have the following permissions to customize the appearance of a Process model object unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
The default color for a Process model object or PM Block is black-colored by default. The shape and label color for the Process model object/PM Block may only be changed individually.
Follow these steps to change the color for a Process model object or PM Block:
Select the Process model object or PM Block to change its color. Available options display above the selected object.
Do one of the following to change the color:
Select a color swatch: Select one of the color swatches from the color palette. The item and its label changes to that color.
Each Process model object and PM Block displays a specific icon that represents that item by default. The icon may only be changed for an individual selected item.
Follow these steps to change the icon for a Process model object or PM Block:
From the Search drop-down menu, select the icon to display. The item's icon changes to the selected icon.
Click OK.
To reset the item to its default icon, click the Reset to Default button from the Select a custom icon screen.
Immediately copy one or more selected Process model objects and/or PM Blocks without using the Clipboard.
Process model objects are collectively BPMN elements and connectors.
Cloning one or more Process model objects and/or PM Blocks immediately clones the selected item(s) and their respective settings below the original item(s). Unlike copying items, which places the selected item(s) into the Clipboard to be then pasted, cloning selected items immediately duplicates them.
When cloning, any Sequence Flow and/or Message Flow elements incoming to or outgoing from the original are not duplicated.
Your user account or group membership must have the following permissions to clone Process model objects and/or PM Blocks unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to clone Process model object(s) and/or PM Block(s):
Select the item(s) to clone. Available options display above the selected item(s).
When a Pool element or Lane element is cloned, all Process model objects are also duplicated with their respective settings.
Click the Show Configuration button in the upper right of the Process Modeler canvas. The Configuration panel and other settings for the selected item display.
Click the Comments button in Process Modeler. The Comments pane displays.
Use the @
symbol to tag that user. All active users in your ProcessMaker Platform instance display with whom to select to collaborate.
Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Pinned Objects: The Pinned Objects section contains pinned object categories. The object is already pinned with the Pinned icon . No further action is necessary.
Object Category: The Object Category section contains unpinned objects, each with the Unpinned icon .
Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Click the Open Color Palette icon. The color palette displays.
Specify a custom color: Click theicon to display the color selector, and then select a color, enter the Hex color code, or enter the red, green, blue, and alpha color values for the custom color. The item and its label changes to that color.
Reset to the default color: Click theicon to reset the item's color and label to its default color.
Select the item to customize. Available options display above the selected item.
Click the Open Color Palette icon. The color palette displays.
Click theicon. The Select a custom icon screen displays.
Click the Clone Element icon. The item(s) display below the original item(s).
Select multiple Process model objects and/or PM Blocks to move together, align, or distribute in the Process model.
Process model objects are collectively BPMN elements and connectors.
Select multiple Process model objects and/or PM Blocks, to do any of the following:
Move multiple selected items at the same time in relation to each other.
Align multiple items, such as to left-align selected objects in different Lane elements.
Horizontally or vertically distribute three (3) or more selected items.
Your user account or group membership must have the following permissions to select multiple Process model objects and/or PM Blocks unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Process model objects are collectively BPMN elements and connectors.
Follow these steps to select multiple Process model objects and/or PM Blocks:
Press the Shift key, and then do one of the following:
Drag and surround the Process model objects and/or PM Blocks for selection. As you drag, a box displays to indicate which items are selected.
Click each Process model object and/or PM Block for selection.
Undo or redo the changes in your Process models.
Your user account or group membership must have the following permissions to undo changes in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
The Undo button can be used as many times as necessary or until the Process model's state when the Process model was created/opened this log on session.
Follow these steps to use the Undo button in Process Modeler:
Make a change in the Process model or any of its items' settings. The Undo button enables.
Click the Undo button to undo the most recent change if necessary. Continue using the Undo button as many times as necessary or until the Process model's state when the Process model was created/last opened.
Your user account or group membership must have the following permissions to redo changes in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
The Redo button can be used to redo any revision undone by the Undo button up to the current state.
Follow these steps to use the Redo button in Process Modeler:
Make a change in the Process model or any of its items' settings, and then click the Undo button as necessary. The Redo button enables.
Click the Redo button to redo any revision undone by the Undo button up to the current state.
Navigate a Process model larger than your browser window.
Your user account or group membership must have the following permissions to navigate around the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to manually navigate around your Process model:
Press the space bar and then use your mouse to pan around the Process Modeler canvas.
If your Process model does not display in your browser window well such that you are navigating around your model with your cursor, adjust the zoom perspective of your model:
Increase the viewing percentage to view fewer items.
Decrease the viewing percentage to see an overview of the entire Process model.
Follow these steps to adjust the viewing size of your Process model:
Adjust the viewing percentage of the Process Modeler canvas following these guidelines:
Zoom out from the Process Modeler canvas:
Press the keyboard key combination Control+- (Command+- for Apple keyboards).
Zoom in to the Process Modeler canvas:
Press the keyboard key combination Control++ (Command++ for Apple keyboards).
Click the Rest to initial scale button to reset the Process Modeler canvas viewing percentage to 100%.
Manually navigate around your Process model as necessary.
Instead of manually navigating your Process model, quickly view a specific location in your Process model by using the Mini-Map. Doing so saves time and effort from manual navigation.
Follow these steps to quickly navigate your Process model:
Click the location in your Process model that you want to view. The selected location displays.
Align and distribute multiple Process model objects and/or PM Blocks to beautify your design and improve legibility.
Process model objects are collectively BPMN elements and connectors.
Align and/or distribute multiple Process model objects and/or PM Blocks placed in your Process model, collective referred to as Process model objects, for greater legibility.
The following restrictions apply to aligning or distributing Process model items:
Two (2) or more items must be selected to align those items.
Three (3) or more items must be selected to distribute those items.
Boundary-type elements associated with any selected item are not affected: they remain with their respective item.
Sequence Flow elements and Message Flow elements adjust their placement and contours automatically to maintain connections between their respective items.
Association elements cannot be aligned or redistributed. Association elements adjust automatically between their Text Annotation elements and the element/connector they reference when their Text Annotation elements' placement change.
Lane elements cannot be aligned nor redistributed from their default positions.
If a Pool element is among the selections, items in that Pool element cannot be redistributed. However, the Pool element(s) can be redistributed.
Icons to align and distribute multiple selected Process model objects display above the selected items when the Align button is selected.
Your user account or group membership must have the following permissions to align items in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to align Process model objects and/or PM Blocks:
Select at least two (2) Process model objects and/or PM Blocks to align. Note that Lane elements cannot be aligned from their default alignments in their Pool element.
Select from the following alignment options:
Optionally, distribute the selected Process model objects and/or PM Blocks. Note that at least three (3) items must be selected to distribute them.
Your user account or group membership must have the following permissions to distribute items in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to distribute Process model objects and/or PM Blocks:
Select at least three (3) Process model objects and/or PM Blocks to distribute. Note that Lane elements cannot be distributed from their default positions in their Pool element.
Select from the following alignment options:
Delete one or more selected Process model objects and/or PM Blocks.
Your user account or group membership must have the following permissions to delete items from the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
When a Pool element is deleted, all Process model objects and PM Blocks within it are also deleted. If you want to keep the items within a Pool element, you must add those items outside of the Pool element prior to deleting the Pool element.
If you accidentally delete a Pool element with other elements/connectors you want to keep, then select the Undo button.
Follow these steps to delete Process model object and/or PM Blocks:
Select the Process model object(s) and/or PM Block(s) to delete. Available options display above the selected item(s).
Discard the changes to your Process model since its last publication.
Close Process Modeler with your changes to your Process model intact.
Since Process Modeler saves changes to your Process model automatically when changes are made to any of the configuration panels, it is not necessary to manually save your changes. However, you may close Process Modeler without publishing your changes, but keep all your changes intact.
Validate that your Process model is BPMN 2.0 compliant before you deploy it to production.
Before you deploy your Process model to production, ensure that it is BPMN 2.0 compliant for the following reasons:
Minimize problems when testing your Process prior to deploying it. Regardless of whether your Process model is a self-contained business solution or one which calls another Process/is called by another Process, ensure that it functions correctly by validating its BPMN 2.0 compliance.
If you share your Process model with either the open-source community or with other teams in your organization, ensure that the Process model is BPMN 2.0 compliant so that it is useful to others.
Your user account or group membership must have the following permissions to validate the Process model is BPMN 2.0 compliant unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
Follow these steps to validate your Process model is BPMN 2.0 compliant:
Enable the Auto validate toggle key from the bottom bar so that Process Modeler automatically validates your Process model as you work.
Design your Process model. Process Modeler indicates any BPMN 2.0 compliance issues as you design. The following indicators may occur:
No errors found: If no errors are found, the following text displays to the left of the Auto validate toggle key: BPMN VALID. The green check mark displays. Your Process model is BPMN 2.0 compliant.
If errors are found, click the BPMN ISSUES drop-down again to hide the error summary. Make changes to your Process model and then repeat steps 4 and 5 again until Process Modeler finds no BPMN compliance errors.
Publish your Process model.
Your user account or group membership must have the following permissions to publish the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the following sections regarding how a Process model may be published:
Consider the following in regards to how versioning affects Requests for a Process:
Each time a Process is published, a new version of that Process is created regardless of whether it is a named version.
After a Request starts from a specific Process version, that Request completes using that Process version regardless of whether its associated Process is published to a new version. Changes to its Process have no effect on in-progress Requests.
If an error occurs in a Request because of a Process design error or validation, that Request cannot be recovered. Adjusting the Process by definition requires the Process model to be republished, and therefore any subsequent started Requests derive from the new Process version. Addressing the Process design error only affects future Requests based on that Process version. The previous Request affected by the error cannot be restarted using the new Process model design that addresses the Process design error.
Process versioning affects the entirety of the Process model. Therefore, if a Request starts and then the Process model is republished to a new version to address a Process design error, that started Request is affected by the Process design error from the previous Process version even if that Request's workflow had yet to encounter that design error at the time the Process model is published to the new version.
Follow these guidelines to publish a new distinct version of your Process model:‌
Click the Publish button from Process modeler's top menu.‌
Do one of the following:
Publish an unnamed version:
Follow these steps to publish an unnamed version:
Publish a named version:
Follow these steps to publish a named version:
In the Additional Details (optional) setting, optionally enter details of the changes made in this version. The additional details display when viewing the version history of that Process model and helps other Process designers or Administrators understand the changes made in that version. Enter details which concisely summarize the changes made in this version.
Click Save to save this version. Otherwise, click Cancel to return to the Process modeler without publishing.
Process Modeler displays the Undo button at the bottom of the Process Modeler canvas. The Undo button is disabled when a Process is initially created or opened until a change in the Process model or any of its configuration settings is made.
Process Modeler displays the Redo button at the bottom of the Process Modeler canvas. The Redo button is disabled when a Process model is initially created or last opened until the Undo button is used to undo a change.
Click the Zoom Out button from the lower left of the Process Modeler canvas.
Click the Zoom In button from the lower left of the Process Modeler canvas.
Click the Show Mini-Map button . An overview of your entire Process model displays.
Click the Hide Mini-Map button to hide the overview of your Process model.
Click the Align button.
Align left: Click the Align Left icon to left-align the selected items based on the left-most object selected.
Center horizontally: Click the Center Horizontally icon to horizontally center the selected items.
Align right: Click the Align Right icon to right-align the selected items based on the right-most object selected.
Align bottom: Click the Align Bottom icon to bottom-align the selected items based on the bottom-most object selected.
Center vertically: Click the Center Vertically icon to vertically center the selected items.
Align top: Click the Align Top iconto top-align the selected items based on the top-most object selected.
Distribute horizontally: Click the Distribute Horizontally icon to horizontally distribute the selected items based on the left-most and right-most selected objects. If a Pool element is among the selections, the item(s) in that Pool element are not affected, but instead affect the Pool element.
Distribute vertically: Click the Distribute Vertically icon to vertically distribute the selected items based on the top-most and bottom-most selected objects. If a Pool element is among the selections, the item(s) in that Pool element are not affected, but instead affect the Pool element.
Process model objects are collectively and .
Delete Process model objects and/or placed in your Process model. Doing so also deletes any and/or elements incoming to or outgoing from the item(s). For example, if a Process model object is deleted that has both incoming and outgoing Sequence Flow elements, the Sequence Flow elements must be reconnected for the remaining items.
See the permissions or ask your Administrator for assistance.
Click the Delete icon. The selected item(s) deletes.
Process Modeler automatically saves your every five (5) seconds when changes are made to any of the configuration panels. Regardless of whether you prior to leaving Process Modeler, the next time you edit that Process model, the changes since its last publication remain intact.
If necessary, discard the changes you have made to your Process model since starting the current Process Modeler session. If you are , their changes remain intact.
While in Process Modeler, click the ellipses menu, and then select Discard Draft.
If you close Process Modeler while , those other designers may continue working. When you return to continue working on that Process model, you may .
While in Process Modeler, click the Close button. Process Modeler closes with your saved changes. The displays.
Ensure that if you the Process, you will be able to it later. If the Process model is not BPMN 2.0 compliant, you will not successfully import the Process.
See the permissions or ask your Administrator for assistance.
Errors are found: If errors are found, a drop-down menu displays to the left of the Auto validate toggle key with the following text: BPMN ISSUES. The amount of errors displays.
After clicking the BPMN ISSUES drop-down menu, the Process Modeler displays how any errors to the right of the Auto validate toggle key. Each error icon displayswith a summary of the error. Below is an example.
Furthermore, Process model elements that are associated with errors display a red-colored highlight. However, the red-colored highlight does not display if your Process model is missing required elements, such as a or element.
See the permissions or ask your Administrator for assistance.
A Process model can be published in two ways depending if the is installed. Any may publish it.
: Publish a single version of your Process model.
: Publish distinct versions of your Process model.
Click the Publish button from Process modeler's top menu to save the Process model.‌ When the is not installed, this action overwrites the previous publication of this Process model without maintaining a record of its previous publication(s). To publish distinct versions of a Process model, the Versioning must be installed.
The must be installed to publish distinct versions of a Process model.
When the Versioning is installed, distinct versions of a Process model can be published. A version is a set of changes published for a Process model since the last publication. Versioning maintains a record of all named and unnamed publications to that Process model. Any of these versions may be , if needed. .
If the is installed, the Commit Changes screen displays to name that published version of this Process model.
Click Save to publish an unnamed version. Otherwise, click Cancel to return to Process Modeler without publishing. As a best practice, name each published version to provide auditing and documentation to what has changed in each publication. Otherwise, Process designers that manage versions of this Screen do not view unnamed versions when the Only show named versions toggle key is enabled while
In the Version Name setting, enter a name for this version. The version name displays when viewing the and helps identify this version. Although this setting is not required, as a best practice name each version for easier maintenance, documentation, and auditing purposes. Name the version that describes changes in this Process model.
Optimize workflow in your Process model by visually evaluating its workflow through its Sequence Flow elements without assigning Task recipients.
Use the Process Optimization package to validate how your Process model routes through its Sequence Flow elements. The Process Optimization package extends basic BPMN 2.0 validation to validate whether all workflows routes are viable, including connectors that do not apply to BPMN 2.0 validation.
The Process Optimization package integrates into Process Modeler to visually validate the workflow in your Process model. Use visual validation to evaluate if workflow can potentially complete routing through all elements and/or connectors in your Process model. The Process Optimization package has the following features:
Click the Check Flow button in the bottom bar of Process Modeler to automatically view how workflow routes in your Process model. Process Modeler validates workflow throughout your Process model, and then displays each possible workflow route results in separate sections. Process Modeler validates workflow based on the default Sequence Flow elements and/or conditions set to those Sequence Flow elements throughout the Process model.
Each possible workflow is color-coded to indicate the following about each workflow route:
Green: Green-colored sections indicate that this workflow can complete as designed.
Yellow: Yellow-colored sections indicate that this workflow contains elements and/or connectors that are not triggered by that workflow's route. Workflow may not trigger any End Event type element to complete a simulated Request.
Red: Red-colored sections indicate that this workflow contains elements and/or connectors that are never triggered.
The Process Optimization package must be installed to visually validate the workflow in your Process model.
Your user account or group membership must have the following permissions to validate workflow in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Administrator for assistance.
Follow these steps to validate workflow routes through a Process model:
Click the Check Flow button in the bottom bar. Process Modeler automatically evaluates how workflow routes in your Process model, and then displays each possible workflow route results in separate sections that are color-coded to indicate the following about each workflow route:
Green: Green-colored sections indicate that this workflow can complete as designed.
Yellow: Yellow-colored sections indicate that this workflow contains elements and/or connectors that are not triggered by that workflow's route. Workflow may not trigger any End Event type element to complete a simulated Request.
Red: Red-colored sections indicate that this workflow contains elements and/or connectors that are never triggered.
Do any of the following:
Hover over each node ID in an expanded section to see that element/connector highlighted in your Process model.
Click the Check Flow button again to hide the visual validation results.
Run a Process Test using a configured scenario that tests workflow using mock Request data without affecting production instances or logs of that Process.
Running a Process Test involves the following:
Prepare the Process Test run:
Select the Process modeling object from which to start the test.
Select the Scenario from which to run the test.
Optionally, enter any additional JSON data to supplement the mock Request data in the Scenario. This data can be in place of a selected Scenario.
Your user account or group membership must have the following permissions to run a process test unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
Follow these guidelines to run a Process Test:‌
In the Starting Step setting, select from which Process model object to start the test. Tests cannot start from a Gateway-type element, so are not available. This is a required setting.
From the Manual Resume Point setting, select from which Task to resume the test manually. Task-type In doing so, resume the test by opening that Task to evaluate its data. From this point in the test, all subsequent Tasks must be manually complete to complete the test.
Optionally, in the Scenario setting, select a created Scenario that contains the mock Request data from which to test. A test can be run without a Scenario.
Optionally in the Additional Data setting, add a JSON data object that supplements or contains the entirety of the mock Request data for the test. Optionally use the JSON data object in place of a Scenario.
Select the Check to bypass Script tasks and Data Connectors option to ignore these Process model objects during the test. If this option is not selected, the test runs these objects.
Click the Run Test button. The Process runs the test Scenario until the selected breakpoint using the selected Scenario and/or JSON data object, thereby skipping Process model objects or Processes in the test workflow.
Mouse-hover over the Task with the yellow highlight. The following information displays regarding the status of that Task:
Node number in the Process model
Status of the Process model
Hyperlink to the sequentially numbered test
The following highlights represent event states during the simulation:
Green-colored highlight: The Process model object completed.
Yellow-colored highlight: This is the breakpoint in the automated simulation from which manual testing begins.
Follow these steps to proceed with manual testing:
Mouse-hover over the Task with the yellow highlight.
Click on the hyperlink of the sequentially numbered test. The Task opens. Manually submit the Task.
Red-colored highlight: An error occurred on the Process model object, and simulation has stopped.
Consider the following when troubleshooting why the error occurred:
Script Task or Data Connector connector error:
Exclusive Gateway element error:
Evaluate if the Scenario and/or the provided JSON data contains mock Request data from which to evaluate conditions.
Review the conditions configured for the outgoing Sequence Flow element(s) from the Exclusive Gateway element, and then review the mock Request data.
Click the Play button (left) at the bottom of Process Modeler to replay the current Process Test.
Click the Reset button (center) to reset the test and remove the highlights that represent event states.
Click the Stop button (right) to stop Process Testing and return to editing the Process model.
Follow these steps to cancel a Test run:
Mouse-hover over the Task with the yellow highlight.
Click on the hyperlink of the sequentially numbered test. The Task opens.
Click Confirm.
Click the Show Workflow buttonin a section to view the routing for that workflow. Process Modeler animates that workflow's route by highlighting each element/connector during that workflow in routing order. Color-coding of each highlighted element/connector in that workflow matches that of its section. That section expands if it is not already expanded. Red-colored sections do not contain a Show Workflow button because their workflows cannot complete routing.
Click the Expand buttonor Collapse buttonin each section to expand or collapse that section, respectively.
for the from which to run tests against it.
in Process Modeler.
See the permissions or ask your Administrator for assistance.
The Processes tab displays.
. Process Modeler displays.
Click the ellipses icon from Process modeler's top menu, and then click the Run Test option. The Run Test window displays.
.
After , Process Modeler simulates workflow routing based on the provided Scenario and/or JSON data. A colored highlight appears on each Process model object triggered during the simulated workflow.
.
again. When setting up the test, select the Check to bypass Script tasks and Data Connectors option.
Click the Cancel button in the Cancel Test section of the Task summary.
The Caution screen displays to confirm the cancellation of the test run.