Configure Boundary-type Event elements in your Process model.
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Add, delete, change the color, and configure Boundary Error Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Boundary Error Event element.
Your user account or group membership must have the following permissions to configure a Boundary Error Event element 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 add a Boundary Error Event element to the Process model:
View your Processes. The Processes page displays.
Add one of the following Process model elements or connectors to your Process model in which to associate with the Boundary Error Event element:
Form Task element
Manual Task element
Script Task element
Sub Process element
Actions By Email connector (requires the Actions By Email package)
Data Connector connector (requires the Data Connector package)
DocuSign connector (requires the DocuSign package)
IDP connector (requires the IDP package)
PDF Generator connector (requires the PDF Generator package)
Send Email connector (requires the Send Email package)
After placing the Boundary Error Event element, you may drag it to an adjacent side of its associating element/connector. Since Process Modeler displays labels at the bottom of Process model elements and connectors, the Boundary Error Event element displays best at the bottom of its associating element.
The Boundary Error Event element and label are black-colored by default. After a Boundary Error Event element is added to a Process model, its shape and label color can be changed. Element and connector colors may only be changed individually.
Follow these steps to change the color and label for a Boundary Error Event element:
View your Processes. The Processes page displays.
Do one of the following to change the color:
Select a color swatch: Select one of the color swatches from the color palette. The Boundary Error Event element and label change to that color.
Follow these steps to delete a Boundary Error Event element from your Process model:
​View your Processes. The Processes page displays.
The Boundary Error Event element has the following panels that contain settings:
Configuration panel
Documentation panel (available when the Documentation package is installed)
Advanced panel
An element name is a human-readable reference for a Process element. Process Modeler automatically assigns the name of a Process element with its element type. However, an element's name can be changed.
Follow these steps to edit the name for a Boundary Timer Event element:
Select the Boundary Error Event element from the Process model in which to edit its name. Panels to configure this element display.
In the Name setting, edit the selected element's name and then press Enter.
If the Documentation package is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the View Documentation icon for that Process.
The Documentation package must be installed to view or edit the documentation for a Process element. Use the Documentation package to view documentation for Processes that includes an image of the Process map and entered description of its elements and connectors.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description. Panels to configure this element display.
Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
Select the required text from the Rich Text control.
In the URL setting, enter the destination URL.
In the Text to display setting, edit or enter the text displayed in the Rich Text control.
In the Title setting, enter the text to display when a user hovers over the displayed text.
From Open link in… drop-down menu, select one of these options:
New window: Select this option to open the destination page in a new browser window.
Current window: Select this option to open the destination page in the current browser window.
In the Source setting, enter a URL for the image.
In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
In the Width setting, enter the maximum width for the image.
In the Height setting, enter the maximum height for the image.
Click Save.
Format text: Follow these guidelines to format text:
Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
Bold: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Bold.
Italics: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Italic.
Underline: From the Paragraph/Formats menu, select Inline and then Underline.
Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
Code: From the Paragraph/Formats menu, select Inline and then Code.
Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
Division: From the Paragraph/Formats menu, select Blocks and then Div.
Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
Select one of the color swatches from the color palette. The selected text changes to that color.
Align text: Follow these guidelines to align text:
Left align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Left.
Center align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Center.
Right align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Right.
Justify: Do one of the following:
From the Paragraph/Formats menu, select Align and then Justify.
Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value.
All identifier values for all nodes in the Process model must be unique.
Follow these steps to edit the identifier value for a Boundary Error Event element:
Select the Boundary Error Event element from the Process model in which to edit its identifier value. Panels to configure this element display.
In the Node Identifier setting, edit the Boundary Error Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Add, copy, delete, change the color, and configure Boundary Timer Event elements in your Process model.
Your user account or group membership must have the following permissions to configure a Boundary Timer Event element in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
Follow these steps to add a Boundary Timer Event element to the Process model:
After placing the Boundary Timer Event element, you may drag it to an adjacent side of its associating element/connector. Since Process Modeler displays labels at the bottom of Process model elements and connectors, the Boundary Timer Event element displays best at the bottom of its associating element.
Follow these steps to change the color and label for a Boundary Timer Event element:
Do one of the following to change the color:
Select a color swatch: Select one of the color swatches from the color palette. The Boundary Timer Event element and label change to that color.
Follow these steps to delete a Boundary Timer Event element from your Process model:
The Boundary Timer Event element has the following panels that contain settings:
Configuration panel
Timing Control panel
Advanced panel
An element name is a human-readable reference for a Process element. Process Modeler automatically assigns the name of a Process element with its element type. However, an element's name can be changed.
Follow these steps to edit the name for a Boundary Timer Event element:
Select the Boundary Timer Event element from the Process model in which to edit its name. Panels to configure this element display.
In the Name setting, edit the selected element's name and then press Enter.
Indicate whether the Boundary Timer Event element interrupts the best-case scenario workflow:
Follow these steps to indicate if this Boundary Timer Event element interrupts the best-case scenario workflow when it triggers:
Select the Boundary Timer Event element from the Process model in which to indicate if it interrupts the best-case scenario workflow. Panels to configure this element display.
From the Interrupting checkbox, indicate whether this Boundary Timer Event element interrupts the best-case scenario workflow when it triggers. When the Interrupting checkbox is selected, which is the default setting, this element interrupts the best-case scenario workflow.
When a Boundary Timer Event element is placed into a Process model, it is set to trigger in one (1) hour before workflow routes through it unless its associative element completes before then. If this is not the timing control setting you want, the Boundary Timer Event element must be configured. Set the timer controls for a Boundary Timer Event element using one of the following methods:
Set an interval in which to delay routing workflow through the Boundary Timer Event element in a specified number of days, weeks, months, or years (unless its associative element completes before the delay expires).
Set the date and hour when the Boundary Timer Event element routes workflow through it (unless its associative element completes before that date and hour arrives).
Follow these steps to set the timer controls for a Boundary Timer Event element:
Select the Boundary Timer Event element from the Process model in which to set its timer controls. Panels to configure this element display.
Expand the Timing Control panel if it is not presently expanded. The Type setting displays.
Do one of the following to set the timer control:
Set the timer when workflow routes through the Boundary Timer Event element: From the Type drop-down menu, select the Delay option. Delay is the default setting. From the Delay setting, select the delay to route workflow through the Boundary Timer Event element unless its associative element completes. 1 hour is the default setting. Then select one of the following time periods for that element to trigger:
Minute
Hour (default setting)
Day
Month
Set date and time when workflow routes through the Boundary Timer Event element: From the Type drop-down menu, select the Date/Time option. The Wait until specific date/time setting displays.
From the Wait until specific date/time setting, use the date control to select the date and time to route workflow through the Boundary Timer Event element unless its associative element completes. If this setting has not been previously set, the current date is the default.
Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value.
All identifier values for all nodes in the Process model must be unique.
Follow these steps to edit the identifier value for a Boundary Timer Event element:
Select the Boundary Timer Event element from the Process model in which to edit its identifier value. Panels to configure this element display.
In the Node Identifier setting, edit the Boundary Timer Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description. Panels to configure this element display.
Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
Select the required text from the Rich Text control.
In the URL setting, enter the destination URL.
In the Text to display setting, edit or enter the text displayed in the Rich Text control.
In the Title setting, enter the text to display when a user hovers over the displayed text.
From Open link in… drop-down menu, select one of these options:
New window: Select this option to open the destination page in a new browser window.
Current window: Select this option to open the destination page in the current browser window.
In the Source setting, enter a URL for the image.
In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
In the Width setting, enter the maximum width for the image.
In the Height setting, enter the maximum height for the image.
Click Save.
Format text: Follow these guidelines to format text:
Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
Bold: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Bold.
Italics: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Italic.
Underline: From the Paragraph/Formats menu, select Inline and then Underline.
Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
Code: From the Paragraph/Formats menu, select Inline and then Code.
Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
Division: From the Paragraph/Formats menu, select Blocks and then Div.
Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
Select one of the color swatches from the color palette. The selected text changes to that color.
Align text: Follow these guidelines to align text:
Left align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Left.
Center align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Center.
Right align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Right.
Justify: Do one of the following:
From the Paragraph/Formats menu, select Align and then Justify.
Add, delete, change the color, and configure Boundary Conditional Event elements in your Process model.
Your user account or group membership must have the following permissions to configure a Boundary Conditional Event element in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
Follow these steps to add a Boundary Conditional Event element to the Process model:
After placing the Boundary Conditional Event element, you may drag it to an adjacent side of its associating element/connector. Since Process Modeler displays labels at the bottom of Process model elements and connectors, the Boundary Conditional Event element displays best at the bottom of its associating element.
Follow these steps to change the color and label for a Boundary Conditional Event element:
Do one of the following to change the color:
Select a color swatch: Select one of the color swatches from the color palette. The Boundary Conditional Event element and label change to that color.
Follow these steps to delete a Boundary Conditional Event element from your Process model:
The Boundary Conditional Event element has the following panels that contain settings:
Configuration panel
Advanced panel
An element name is a human-readable reference for a Process element. Process Modeler automatically assigns the name of a Process element with its element type. However, an element's name can be changed.
Follow these steps to edit the name for a Boundary Conditional Event element:
Select the Boundary Conditional Event element from the Process model in which to edit its name. Panels to configure this element display.
In the Name setting, edit the selected element's name and then press Enter.
Follow these steps to enter the Request conditions that trigger a Boundary Conditional Catch Event element:
Select the Boundary Conditional Catch Event element from the Process model in which to edit its name. Panels to configure this element display.
Indicate whether the Boundary Conditional Event element interrupts the best-case scenario workflow:
Follow these steps to indicate if this Boundary Conditional Event element interrupts the default workflow when it triggers:
Select the Boundary Conditional Event element from the Process model in which to indicate if it interrupts the default workflow. Panels to configure this element display.
From the Interrupting checkbox, indicate whether this Boundary Conditional Event element interrupts the default workflow when it triggers. When the Interrupting checkbox is selected, which is the default setting, this element interrupts the default workflow.
Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value.
All identifier values for all nodes in the Process model must be unique.
Follow these steps to edit the identifier value for a Boundary Conditional Event element:
Select the Boundary Conditional Event element from the Process model in which to edit its identifier value. Panels to configure this element display.
In the Node Identifier setting, edit the Boundary Conditional Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description. Panels to configure this element display.
Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
Select the required text from the Rich Text control.
In the URL setting, enter the destination URL.
In the Text to display setting, edit or enter the text displayed in the Rich Text control.
In the Title setting, enter the text to display when a user hovers over the displayed text.
From Open link in… drop-down menu, select one of these options:
New window: Select this option to open the destination page in a new browser window.
Current window: Select this option to open the destination page in the current browser window.
In the Source setting, enter a URL for the image.
In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
In the Width setting, enter the maximum width for the image.
In the Height setting, enter the maximum height for the image.
Click Save.
Format text: Follow these guidelines to format text:
Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
Bold: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Bold.
Italics: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Italic.
Underline: From the Paragraph/Formats menu, select Inline and then Underline.
Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
Code: From the Paragraph/Formats menu, select Inline and then Code.
Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
Division: From the Paragraph/Formats menu, select Blocks and then Div.
Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
Select one of the color swatches from the color palette. The selected text changes to that color.
Align text: Follow these guidelines to align text:
Left align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Left.
Center align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Center.
Right align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Right.
Justify: Do one of the following:
From the Paragraph/Formats menu, select Align and then Justify.
‌Use the following expression syntax components to compose the expression that describes under which Request condition(s) an Intermediate Conditional Catch Event element triggers.‌
Spaces are allowed before and after expression components, such as arithmetic and comparison operators, to more easily read the expression.‌
Combine expressions using logical operators. Example: (not approved) or (cost > 500)
.
Add, delete, change the color, and configure Boundary Signal Event elements in your Process model.
Your user account or group membership must have the following permissions to configure a Boundary Signal Event element in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
Follow these steps to add a Boundary Signal Event element to the Process model:
After placing the Boundary Signal Event element, you may drag it to an adjacent side of its associating element/connector. Since Process Modeler displays labels at the bottom of Process model elements and connectors, the Boundary Signal Event element displays best at the bottom of its associating element.
Follow these steps to change the color and label for a Boundary Signal Event element:
Do one of the following to change the color:
Select a color swatch: Select one of the color swatches from the color palette. The Boundary Signal Event element and label change to that color.
Follow these steps to delete a Boundary Signal Event element from your Process model:
The Boundary Signal Event element has the following panels that contain settings:
Configuration panel
Advanced panel
An element name is a human-readable reference for a Process element. Process Modeler automatically assigns the name of a Process element with its element type. However, an element's name can be changed.
Follow these steps to edit the name for a Boundary Signal Event element:
Select the Boundary Signal Event element from the Process model in which to edit its name. Panels to configure this element display.
In the Name setting, edit the selected element's name and then press Enter.
Indicate whether the Boundary Signal Event element interrupts the best-case scenario workflow:
Follow these steps to indicate if this Boundary Signal Event element interrupts the best-case scenario workflow when it triggers:
Select the Boundary Signal Event element from the Process model in which to indicate if it interrupts the best-case scenario workflow. Panels to configure this element display.
From the Interrupting checkbox, indicate whether this Boundary Signal Event element interrupts the best-case scenario workflow when it triggers. When the Interrupting checkbox is selected, which is the default setting, this element interrupts the best-case scenario workflow.
A Boundary Signal Event element represents alternate workflow routing when that element receives a specific broadcasting Signal. The element that broadcasts the Signal does not need to be in the same Process model as the Boundary Signal Event element to receive the broadcasting Signal. Use a Boundary Signal Event element to design business solutions when alternate workflow must occur simultaneously across multiple Process Requests when a separate element in a separate Request broadcasts a Signal for which any or all Boundary Signal Event elements is listening. Select the Signal that triggers this element.
Follow these steps to select the Signal that triggers the Boundary Signal Event element:
Select the Boundary Signal Event element from the Process model in which to select the Signal that triggers it. Panels to configure this element display.
Do one of the following:
The Signal to trigger this element exists:
From the Signal drop-down menu, select the Signal that triggers this element. This setting is required.
The Signal to trigger this element does not exist:
In the ID setting, enter the unique ID of this Signal. The Signal ID may only contain non-special characters and without spaces. This Signal ID must be unique from all other signal IDs. If the entered Signal ID already exists, the following text displays below the setting: Signal ID is duplicated. Note that the Signal ID cannot be edited after the Signal is created. Consider the following when entering the Signal ID value:
Signal IDs must be unique and accept alphanumeric characters only.
This is a required setting.
In the Name setting, enter the unique alphanumeric name of this Signal. This Signal name must be unique from all other Signal names. This Signal name displays when selecting a Signal from other elements that can broadcast or listen for a Signal. If the entered Signal name already exists, the following text displays below the setting: Signal Name is duplicated. This is a required setting.
Click Save. The Signal is created.
From the Signal drop-down menu, select the new Signal that triggers this element. This setting is required.
Editing the name of a Signal changes that signal's name. This Signal name displays when selecting a Signal from other elements that can broadcast or listen for a Signal.
Follow these steps to edit the name of a Signal:
Select any element from the Process model that broadcasts or listens for a Signal. Panels to configure this element display.
In the Name setting, edit the name of the Signal as necessary.
Click Save.
A Signal cannot be delete if any other Signal subscribes to it. When attempting to delete a Signal with any subscribing element, a message displays with which element(s) subscribes to that Signal.
Carefully consider whether to delete a Signal. Deleting a Signal makes that Signal unavailable when configuring all elements that broadcast or listen to Signals throughout your ProcessMaker Platform instance.
Deleting a Signal cannot be undone.
Follow these steps to delete a Signal:
Select any element from the Process model that broadcasts or listens for a Signal. Panels to configure this element display.
If the Signal is subscribed to by another element anywhere in your ProcessMaker Platform instance, that Signal cannot be deleted. A message displays by which element(s) subscribes to this Signal.
Click Delete.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description. Panels to configure this element display.
Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
Select the required text from the Rich Text control.
In the URL setting, enter the destination URL.
In the Text to display setting, edit or enter the text displayed in the Rich Text control.
In the Title setting, enter the text to display when a user hovers over the displayed text.
From Open link in… drop-down menu, select one of these options:
New window: Select this option to open the destination page in a new browser window.
Current window: Select this option to open the destination page in the current browser window.
In the Source setting, enter a URL for the image.
In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
In the Width setting, enter the maximum width for the image.
In the Height setting, enter the maximum height for the image.
Click Save.
Format text: Follow these guidelines to format text:
Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
Bold: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Bold.
Italics: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Italic.
Underline: From the Paragraph/Formats menu, select Inline and then Underline.
Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
Code: From the Paragraph/Formats menu, select Inline and then Code.
Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
Division: From the Paragraph/Formats menu, select Blocks and then Div.
Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
Select one of the color swatches from the color palette. The selected text changes to that color.
Align text: Follow these guidelines to align text:
Left align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Left.
Center align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Center.
Right align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Right.
Justify: Do one of the following:
From the Paragraph/Formats menu, select Align and then Justify.
Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value.
All identifier values for all nodes in the Process model must be unique.
Follow these steps to edit the identifier value for a Boundary Signal Event element:
Select the Boundary Signal Event element from the Process model in which to edit its identifier value. Panels to configure this element display.
In the Node Identifier setting, edit the Boundary Signal Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Create a new Process or click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
From the Boundary Events drop-down menu, select the Boundary Error Event option. The Boundary Error Event element displays on the top of its associating element/connector.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Error Event element to change its color. Available options display above the selected element.
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 Boundary Error element and label change to that color.
Reset to the default color: Click theicon to reset the Boundary Error Event element and label to its default color.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Error Event element to delete. Available options display above the selected element.
Click the Delete icon. The Process model element deletes.
Expand the Configuration panel if it is not presently expanded. The Name setting displays. This is a required setting.
Expand the Documentation panel if it is not presently expanded. The Description setting displays.
In the Description setting, edit the information to display when viewing documentation for this element and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon.
Undo changes: Click on theicon to undo the last action.
Redo changes: Click on theicon to redo the last undone action.
Insert/Edit Link: Click on theicon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
Click on theicon. The Insert/Edit Link screen displays.
Insert/Edit Image: Click on the Insert/Edit Image iconto insert an image. Follow these guidelines:
Click on the Insert/Edit Image icon.
The Insert/Edit Image screen displays:
Toggle the Constrain Proportions iconto maintain the width-height ratio of the image to its original proportion.
Insert Page Break for PDF: Click on the Insert Page Break for PDF iconto insert a page break when a PDF document is created for this documentation if your browser supports this feature.
From the editor toolbar, select theicon.
From the editor toolbar, select theicon.
Change text color: Use the Text Color drop-down to change text color. Click on theicon. The color palette displays. Do one of the following:
Click theicon to select a custom color from the Color Picker.
Click theicon to reset the text to its default color.
From the editor toolbar, use theicon to left-align text.
From the editor toolbar, use theicon to center-align text.
From the editor toolbar, use theicon to right-align text.
From the editor toolbar, use theicon to justify text.
Insert a bullet list: Use theicon to format text as a bulleted list.
Insert a numbered list: Use theicon to format text as a numbered list.
Indent text: Click on theicon to increase text indenting.
Outdent text: Click on theicon to decrease text indenting.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
See for a description of the element.
See the permissions or ask your Administrator for assistance.
.
. The Processes page displays.
or click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Add one of the following Process model elements or to your Process model in which to associate with the Boundary Timer Event element:
element
element
element
element
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
From the Boundary Events drop-down menu, select the Boundary Timer Event option. The Boundary Timer Event element displays on the top of its associating element/connector.
The Boundary Timer Event element and label are black-colored by default. After a Boundary Timer Event element is , its shape and label color can be changed. Element and colors may only be changed individually.
.
. The Processes page displays.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Timer Event element to change its color. Available options display above the selected element.
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 , or enter the red, green, blue, and alpha color values for the custom color. The Boundary Timer element and label change to that color.
Reset to the default color: Click theicon to reset the Boundary Timer Event element and label to its default color.
.
​. The Processes page displays.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Timer Event element to delete. Available options display above the selected element.
Click the Delete icon. The Process model element deletes.
Documentation panel (available when the is installed)
.
Expand the Configuration panel if it is not presently expanded. The Name setting displays. This is a required setting.
Interrupting workflow: When workflow routes through the Boundary Timer Event element, workflow is interrupted and does not route through the best-case scenario. As highlighted in the example below, workflow routes through the Boundary Timer Event element if the Manual Task element does not complete within 30 minutes.
Non-interrupting workflow: Workflow routes both through the Boundary Timer Event element and the best-case scenario, thereby creating parallel workflow in that Request. As highlighted in the example below, workflow routes through the Boundary Timer Event element if the Manual Task element does not complete within 30 minutes; however, workflow also routes through the best-case scenario when that element completes.
.
Expand the Configuration panel if it is not presently expanded, and then locate the Interrupting setting.
.
.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
If the is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the .
The must be installed to view or edit the documentation for a Process element. Use the Documentation package to that includes an image of the Process map and entered description of its and .
Expand the Documentation panel if it is not presently expanded. The Description setting displays.
In the Description setting, edit the information to display when viewing documentation for this element and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon.
Undo changes: Click on theicon to undo the last action.
Redo changes: Click on theicon to redo the last undone action.
Insert/Edit Link: Click on theicon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
Click on theicon. The Insert/Edit Link screen displays.
Insert/Edit Image: Click on the Insert/Edit Image iconto insert an image. Follow these guidelines:
Click on the Insert/Edit Image icon.
The Insert/Edit Image screen displays:
Toggle the Constrain Proportions iconto maintain the width-height ratio of the image to its original proportion.
Insert Page Break for PDF: Click on the Insert Page Break for PDF iconto insert a page break when a PDF document is created for this documentation if your browser supports this feature.
From the editor toolbar, select theicon.
From the editor toolbar, select theicon.
Change text color: Use the Text Color drop-down to change text color. Click on theicon. The color palette displays. Do one of the following:
Click theicon to select a custom color from the Color Picker.
Click theicon to reset the text to its default color.
From the editor toolbar, use theicon to left-align text.
From the editor toolbar, use theicon to center-align text.
From the editor toolbar, use theicon to right-align text.
From the editor toolbar, use theicon to justify text.
Insert a bullet list: Use theicon to format text as a bulleted list.
Insert a numbered list: Use theicon to format text as a numbered list.
Indent text: Click on theicon to increase text indenting.
Outdent text: Click on theicon to decrease text indenting.
See for a description of the element.
See the permissions or ask your Administrator for assistance.
.
. The Processes page displays.
or click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Add one of the following Process model elements or to your Process model in which to associate with the Boundary Conditional Event element:
element
element
element
element
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
From the Boundary Events drop-down menu, select the Boundary Conditional Event option. The Boundary Conditional Event element displays on the top of its associating element/connector.
The Boundary Conditional Event element and label are black-colored by default. After a Boundary Conditional Event element is , its shape and label color can be changed. Element and colors may only be changed individually.
.
. The Processes page displays.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Conditional Event element to change its color. Available options display above the selected element.
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 , or enter the red, green, blue, and alpha color values for the custom color. The Boundary Conditional element and label change to that color.
Reset to the default color: Click theicon to reset the Boundary Conditional Event element and label to its default color.
.
​. The Processes page displays.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Conditional Event element to delete. Available options display above the selected element.
Click the Delete icon. The Process model element deletes.
Documentation panel (available when the is installed)
.
Expand the Configuration panel if it is not presently expanded. The Name setting displays. This is a required setting.
Enter the Request condition(s) that triggers the Boundary Conditional Catch Event element, thereby thereby allowing workflow to route through that element. A Boundary Conditional Catch Event element only triggers when the specified condition(s) in that Request are met while the element/connector to which the Boundary Conditional Event associates has triggered but is not yet complete, thereby allowing workflow to route through its outgoing element(s). Otherwise, workflow routes through the default scenario route.
.
See to Specify Request Conditions That Trigger a Boundary Conditional Event Element.
Expand the Configuration panel if it is not presently expanded, and then locate the Condition setting. This is a required setting.
Enter the Expression Syntax Components that trigger this Boundary Conditional Catch Event element and then press Enter, thereby allowing workflow to route through its outgoing Sequence Flow element(s). See .
Interrupting workflow: When workflow routes through the Boundary Conditional Event element, workflow is interrupted and does not route through the default scenario route. As highlighted in the example below, workflow routes through the Boundary Conditional Event element if this element's specified Request conditions are met and the Manual Task element has not yet completed.
Non-interrupting workflow: Workflow routes both through the Boundary Conditional Event element and the default scenario, thereby creating parallel workflow in that Request. As highlighted in the example below, workflow routes through the Boundary Conditional Event element if this element's specified Request conditions are met; however, workflow also routes through the default scenario when the Manual Task element completes.
.
Expand the Configuration panel if it is not presently expanded, and then locate the Interrupting setting.
.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
If the is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the .
The must be installed to view or edit the documentation for a Process element. Use the Documentation package to that includes an image of the Process map and entered description of its and .
Expand the Documentation panel if it is not presently expanded. The Description setting displays.
In the Description setting, edit the information to display when viewing documentation for this element and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon.
Undo changes: Click on theicon to undo the last action.
Redo changes: Click on theicon to redo the last undone action.
Insert/Edit Link: Click on theicon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
Click on theicon. The Insert/Edit Link screen displays.
Insert/Edit Image: Click on the Insert/Edit Image iconto insert an image. Follow these guidelines:
Click on the Insert/Edit Image icon.
The Insert/Edit Image screen displays:
Toggle the Constrain Proportions iconto maintain the width-height ratio of the image to its original proportion.
Insert Page Break for PDF: Click on the Insert Page Break for PDF iconto insert a page break when a PDF document is created for this documentation if your browser supports this feature.
From the editor toolbar, select theicon.
From the editor toolbar, select theicon.
Change text color: Use the Text Color drop-down to change text color. Click on theicon. The color palette displays. Do one of the following:
Click theicon to select a custom color from the Color Picker.
Click theicon to reset the text to its default color.
From the editor toolbar, use theicon to left-align text.
From the editor toolbar, use theicon to center-align text.
From the editor toolbar, use theicon to right-align text.
From the editor toolbar, use theicon to justify text.
Insert a bullet list: Use theicon to format text as a bulleted list.
Insert a numbered list: Use theicon to format text as a numbered list.
Indent text: Click on theicon to increase text indenting.
Outdent text: Click on theicon to decrease text indenting.
can be used in when composing expressions.
See for a description of the element.
See the permissions or ask your Administrator for assistance.
.
. The Processes page displays.
or click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Add one of the following Process model elements or to your Process model in which to associate with the Boundary Signal Event element:
element
element
element
element
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
connector (requires the )
From the Boundary Events drop-down menu, select the Boundary Signal Event option. The Boundary Signal Event element displays on the top of its associating element/connector.
The Boundary Signal Event element and label are black-colored by default. After a Boundary Signal Event element is , its shape and label color can be changed. Element and colors may only be changed individually.
.
. The Processes page displays.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Signal Event element to change its color. Available options display above the selected element.
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 , or enter the red, green, blue, and alpha color values for the custom color. The Boundary Signal element and label change to that color.
Reset to the default color: Click theicon to reset the Boundary Signal Event element and label to its default color.
.
​. The Processes page displays.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Signal Event element to delete. Available options display above the selected element.
Click the Delete icon. The Process model element deletes.
Documentation panel (available when the is installed)
.
Expand the Configuration panel if it is not presently expanded. The Name setting displays. This is a required setting.
Interrupting workflow: When workflow routes through the Boundary Signal Event element, workflow is interrupted and does not route through the best-case scenario. As highlighted in the example below, workflow routes through the Boundary Signal Event element if the Boundary Signal Event element receives the specific broadcasting Signal for which it is listening if the Manual Task element is not complete when receiving that Signal.
Non-interrupting workflow: Workflow routes both through the Boundary Signal Event element and the best-case scenario, thereby creating parallel workflow in that Request. As highlighted in the example below, workflow routes through the Boundary Signal Event element if the Manual Task element is not yet complete; however, workflow also routes through the best-case scenario when that element completes.
.
Expand the Configuration panel if it is not presently expanded, and then locate the Interrupting setting.
.
Expand the Configuration panel if it is not presently expanded, and then locate the Signal setting.
Click the menu iconbeside the Signal drop-down menu. The +Signal button displays.
Click the +Signal button. The ID and Name settings display to configure the new Signal's ID and name, respectively.
A Signal that corresponds with a must have the Signal ID value that corresponds with that User Signal's event. See . .
. The new Signal is added to .
.
Expand the Configuration panel if it is not presently expanded, and then locate the Signal setting. The Signal setting may have a selection unlike the image below indicates.
Click the menu iconbeside the Signal drop-down menu. All Signals configured in your ProcessMaker Platform instance display below the +Signal button. The Signal ID displays in a gray border; the Signal name displays to the right of the Signal ID.
Click the Edit iconthat displays beside each Signal to edit that signal. The Name setting displays the name of that Signal.
. The name of the Signal also changes in .
.
Expand the Configuration panel if it is not presently expanded, and then locate the Signal setting. The Signal setting may have a selection unlike the image below indicates.
Click the menu iconbeside the Signal drop-down menu. All Signals configured in your ProcessMaker Platform instance display below the +Signal button. The Signal ID displays in a gray border; the Signal name displays to the right of the Signal ID.
Click the Delete iconthat displays beside each Signal to delete that Signal. A message displays to confirm deletion of this Signal.
. The Signal is also deleted from .
If the is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the .
The must be installed to view or edit the documentation for a Process element. Use the Documentation package to that includes an image of the Process map and entered description of its and .
Expand the Documentation panel if it is not presently expanded. The Description setting displays.
In the Description setting, edit the information to display when viewing documentation for this element and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon.
Undo changes: Click on theicon to undo the last action.
Redo changes: Click on theicon to redo the last undone action.
Insert/Edit Link: Click on theicon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
Click on theicon. The Insert/Edit Link screen displays.
Insert/Edit Image: Click on the Insert/Edit Image iconto insert an image. Follow these guidelines:
Click on the Insert/Edit Image icon.
The Insert/Edit Image screen displays:
Toggle the Constrain Proportions iconto maintain the width-height ratio of the image to its original proportion.
Insert Page Break for PDF: Click on the Insert Page Break for PDF iconto insert a page break when a PDF document is created for this documentation if your browser supports this feature.
From the editor toolbar, select theicon.
From the editor toolbar, select theicon.
Change text color: Use the Text Color drop-down to change text color. Click on theicon. The color palette displays. Do one of the following:
Click theicon to select a custom color from the Color Picker.
Click theicon to reset the text to its default color.
From the editor toolbar, use theicon to left-align text.
From the editor toolbar, use theicon to center-align text.
From the editor toolbar, use theicon to right-align text.
From the editor toolbar, use theicon to justify text.
Insert a bullet list: Use theicon to format text as a bulleted list.
Insert a numbered list: Use theicon to format text as a numbered list.
Indent text: Click on theicon to increase text indenting.
Outdent text: Click on theicon to decrease text indenting.
.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
Add, copy, delete, change the color, and configure Boundary Message Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Boundary Message Event element.
Your user account or group membership must have the following permissions to configure a Boundary Message Event element 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 add a Boundary Message Event element to the Process model:
View your Processes. The Processes page displays.
Add the following Process model element or connector to your Process model in which to associate with the Boundary Error Event element:
Form Task element
Manual Task element
Script Task element
Sub Process element
Actions By Email connector (requires the Actions By Email package)
Data Connector connector (requires the Data Connector package)
DocuSign connector (requires the DocuSign package)
IDP connector (requires the IDP package)
PDF Generator connector (requires the PDF Generator package)
Send Email connector (requires the Send Email package)
After placing the Boundary Message Event element, you may drag it to an adjacent side of its associating element/connector. Since Process Modeler displays labels at the bottom of Process model elements and connectors, the Boundary Message Event element displays best at the bottom of its associating element.
The Boundary Message Event element and label are black-colored by default. After a Boundary Message Event element is added to a Process model, its shape and label color can be changed. Element and connector colors may only be changed individually.
Follow these steps to change the color and label for a Boundary Message Event element:
View your Processes. The Processes page displays.
Do one of the following to change the color:
Select a color swatch: Select one of the color swatches from the color palette. The Boundary Message Event element and label change to that color.
Follow these steps to delete a Boundary Message Event element from your Process model:
​View your Processes. The Processes page displays.
The Boundary Message Event element has the following panels that contain settings:
Configuration panel
Documentation panel (available when the Documentation package is installed)
Advanced panel
An element name is a human-readable reference for a Process element. Process Modeler automatically assigns the name of a Process element with its element type. However, an element's name can be changed.
Follow these steps to edit the name for a Boundary Message Event element:
Select the Boundary Message Event element from the Process model in which to edit its name. Panels to configure this element display.
In the Name setting, edit the selected element's name and then press Enter.
Indicate whether the Boundary Message Event element interrupts the best-case scenario workflow:
Follow these steps to indicate if this Boundary Message Event element interrupts the best-case scenario workflow when it triggers:
Select the Boundary Message Event element from the Process model in which to indicate if it interrupts the best-case scenario workflow. Panels to configure this element display.
From the Interrupting checkbox, indicate whether this Boundary Message Event element interrupts the best-case scenario workflow when it triggers. When the Interrupting checkbox is selected, which is the default setting, this element interrupts the best-case scenario workflow.
If the Documentation package is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the View Documentation icon for that Process.
The Documentation package must be installed to view or edit the documentation for a Process element. Use the Documentation package to view documentation for Processes that includes an image of the Process map and entered description of its elements and connectors.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description. Panels to configure this element display.
Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
Select the required text from the Rich Text control.
In the URL setting, enter the destination URL.
In the Text to display setting, edit or enter the text displayed in the Rich Text control.
In the Title setting, enter the text to display when a user hovers over the displayed text.
From Open link in… drop-down menu, select one of these options:
New window: Select this option to open the destination page in a new browser window.
Current window: Select this option to open the destination page in the current browser window.
In the Source setting, enter a URL for the image.
In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
In the Width setting, enter the maximum width for the image.
In the Height setting, enter the maximum height for the image.
Click Save.
Format text: Follow these guidelines to format text:
Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
Bold: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Bold.
Italics: Do one of the following:
From the Paragraph/Formats menu, select Inline and then Italic.
Underline: From the Paragraph/Formats menu, select Inline and then Underline.
Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
Code: From the Paragraph/Formats menu, select Inline and then Code.
Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
Division: From the Paragraph/Formats menu, select Blocks and then Div.
Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
Select one of the color swatches from the color palette. The selected text changes to that color.
Align text: Follow these guidelines to align text:
Left align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Left.
Center align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Center.
Right align: Do one of the following:
From the Paragraph/Formats menu, select Align and then Right.
Justify: Do one of the following:
From the Paragraph/Formats menu, select Align and then Justify.
Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value.
All identifier values for all nodes in the Process model must be unique.
Follow these steps to edit the identifier value for a Boundary Message Event element:
Select the Boundary Message Event element from the Process model in which to edit its identifier value. Panels to configure this element display.
In the Node Identifier setting, edit the Boundary Message Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Create a new Process or click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
From the Boundary Events drop-down menu, select the Boundary Message Event option. The Boundary Message Event element displays on the top of its associating element/connector.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Message Event element to change its color. Available options display above the selected element.
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 Boundary Message element and label change to that color.
Reset to the default color: Click theicon to reset the Boundary Message Event element and label to its default color.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Select the Boundary Message Event element to delete. Available options display above the selected element.
Click the Delete icon. The Process model element deletes.
Expand the Configuration panel if it is not presently expanded. The Name setting displays. This is a required setting.
Interrupting workflow: When workflow routes through the Boundary Message Event element, workflow is interrupted and does not route through the best-case scenario. As highlighted in the example below, workflow routes through the Boundary Message Event element if that element receives a message from the child Request.
Non-interrupting workflow: Workflow routes both through the Boundary Message Event element and the best-case scenario, thereby creating parallel workflow in that Request. As highlighted in the example below, workflow routes through the Boundary Message Event element if that element receives a message from the child Request; however, after the child Request completes and workflow resumes in the parent Request, the Sub Process element completes and routes through the best-case scenario.
Expand the Configuration panel if it is not presently expanded, and then locate the Interrupting setting.
Expand the Documentation panel if it is not presently expanded. The Description setting displays.
In the Description setting, edit the information to display when viewing documentation for this element and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon.
Undo changes: Click on theicon to undo the last action.
Redo changes: Click on theicon to redo the last undone action.
Insert/Edit Link: Click on theicon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
Click on theicon. The Insert/Edit Link screen displays.
Insert/Edit Image: Click on the Insert/Edit Image iconto insert an image. Follow these guidelines:
Click on the Insert/Edit Image icon.
The Insert/Edit Image screen displays:
Toggle the Constrain Proportions iconto maintain the width-height ratio of the image to its original proportion.
Insert Page Break for PDF: Click on the Insert Page Break for PDF iconto insert a page break when a PDF document is created for this documentation if your browser supports this feature.
From the editor toolbar, select theicon.
From the editor toolbar, select theicon.
Change text color: Use the Text Color drop-down to change text color. Click on theicon. The color palette displays. Do one of the following:
Click theicon to select a custom color from the Color Picker.
Click theicon to reset the text to its default color.
From the editor toolbar, use theicon to left-align text.
From the editor toolbar, use theicon to center-align text.
From the editor toolbar, use theicon to right-align text.
From the editor toolbar, use theicon to justify text.
Insert a bullet list: Use theicon to format text as a bulleted list.
Insert a numbered list: Use theicon to format text as a numbered list.
Indent text: Click on theicon to increase text indenting.
Outdent text: Click on theicon to decrease text indenting.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.