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Edit information regarding the Process model.
Process Modeler assigns a unique identifier to the Process model. However, the Process model's identifier value can be changed if it is unique to all other nodes in the Process model.
Follow these steps to edit the identifier value for a Process model:
Ensure that the Configuration panel displays. If not, show it.
In the Node Identifier setting, edit the Process model's identifier to a unique value from all nodes in the Process model and then press Enter. The identifier value is changed.
Process Modeler assigns a name to the Process model that has no association with the Process name. This name has no affect on the Process model or Requests, so its name is not relevant. The default Process model name can be changed.
Follow these steps to edit the Process model name:
View your Processes. The Processes page displays.
Click anywhere in the Process model other than any Process element so that no elements are selected. The Configuration panel displays.
In the Name setting, edit the Process model's name and then press Enter. The name is changed.
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.
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 Process model object 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.
Learn how to use the Process Modeler to build your processes.
The Process Modeler, or simply Modeler, is a design tool to create and edit processes. The intuitive interface of the Modeler provides ample design space, uses collapsible menu options, and auto-saves your changes. Moreover, you can use the click-n-drop motion to insert process objects, pin the most commonly used elements, and keep the rest hidden.
Watch the following product tour to learn how to use the Modeler.
Follow these steps to add a modeling object to a process:
Click an object to select it. The icon adjacent to the mouse cursor changes to indicate that an object has been selected.
Click the location in the Process model to place this object.
For detailed information on each object, see Modeling Objects.
Pinning process model objects makes them readily accessible for placement within a process model. Pin an object if you frequently use it in your models. Any BPMN object, External Integration, connector, or PM Block may be pinned or subsequently unpinned. When an object is pinned, it is displayed in the following locations:
The Pinned Objects section of the Add Object tab within the Objects menu on left.
The the Objects bar at the bottom of the Process Modeler canvas for easy and quick access.
Follow these steps to pin a Process model object:
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.
Select the Pinned icon again to unpin an object.
Manage and modify the activity flows within the system while maintaining the integrity of the process.
Follow these steps to snap a process model object onto a sequence flow:
Select the Process model object to snap onto a sequence flow.
Drag it over a sequence flow between two other objects.
Hold it for a few seconds until the cursor shows the pointing hand or until the flow line turns blue and Drop to add to this flow message displays.
Drop the object onto the flow. It will snap to the flow, effectively splitting it between the two other objects. The existing flow configuration of the split flow is preserved on the inbound flow of the added object, while the outbound flow is new.
Copying one or more Process model objects 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 a Pool element or Lane element is copied, all items it contains are also copied to the Clipboard with their respective settings.
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.
Follow these steps to copy Process model object(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).
Cloning one or more Process model objects 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 a Pool element or Lane element is cloned, all Process model objects are also duplicated with their respective settings.
When cloning, any Sequence Flow and/or Message Flow elements incoming to or outgoing from the original are not duplicated.
Follow these steps to clone Process model object(s):
Select the item(s) to clone. Available options display above the selected item(s).
Select multiple Process model objects 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.
Follow these steps to select multiple Process model objects:
Press the Shift key, and then do one of the following:
Drag and surround the Process model objects for selection. As you drag, a box displays to indicate which items are selected.
Click each Process model object for selection.
After an object placed into the Process model, you may adjust its location in the following ways:
Move the object by dragging it to a new location.
Select the object with other objects, and then move them collectively by dragging them to new locations.
Align and/or distribute the object in relation to other selected elements and/or connectors.
Moving an object has the following limitations:
Pool element: If the object is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the object inside the Pool element closest to where you attempt to move it.
Lane element: If the object is inside of a Lane element, it can be moved to another Lane element.
Delete Process model objects placed in your Process model. Doing so also deletes any Sequence Flow and/or Message Flow 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 objects.
When a Pool element is deleted, all Process model objects within it are also deleted. If you want to keep the objects within a Pool element, you must add those objects outside of the Pool element prior to deleting the Pool element.
If you accidentally delete a Pool element with other Process model objects you want to keep, then select the Undo button.
Follow these steps to delete a Process model object:
Select the Process model object(s) to delete. Available options display above the selected object(s).
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.
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.
Align and distribute multiple Process model objects to improve legibility.
Align and/or distribute multiple Process model objects placed in your Process model for greater legibility.
The following restrictions apply to aligning or distributing Process model objects:
Two (2) or more objects must be selected to align those objects.
Three (3) or more objects must be selected to distribute those objects.
Boundary-type elements associated with any selected item are not affected: they remain with their respective object.
Icons to align and distribute multiple selected Process model objects display above the selected objects when the Align button is selected.
Follow these steps to align Process model objects:
Select from the following alignment options:
Follow these steps to distribute Process model objects:
Select from the following alignment options:
Customize the color and/or the icon for a Process model object.
Customize the appearance for a selected Process model object in the following ways:
The default color for a Process model object 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:
Select the Process model object 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 displays a specific icon that represents that item by default. The icon may be changed for a selected object.
Follow these steps to change the icon for a Process model object:
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.
Expand the Configuration panel if it is not presently expanded. The Node Identifier setting displays. This is a required field.
Click the Open Modeler iconto edit the selected Process model. Process Modeler displays.
Expand the Configuration panel if it is not presently expanded. The Name setting displays.
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 Add icon from the Objects bar at the bottom to view the Object menu on the left.
Ensure that the Objects menu is visible. If not, click the Add icon from the Objects bar to display the Objects Menu.
Any pinned objects will display under the Pinned Objects section. The object is already pinned with the Pinned icon . No further action is necessary.
Select an objects from the Object Category section and click the Unpinned icon . The following occurs:
Click the Clone Element icon. The item(s) display below the original item(s).
Click the Delete icon. The selected object(s) deletes.
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.
elements and elements adjust their placement and contours automatically to maintain connections between their respective objects.
elements cannot be aligned or redistributed. Association elements adjust automatically between their elements and the element/connector they reference when their Text Annotation elements' placement change.
elements cannot be aligned nor redistributed from their default positions.
If a element is among the selections, items in that Pool element cannot be redistributed. However, the Pool element(s) can be redistributed.
See the permissions or ask your Administrator for assistance.
to align. Note that elements cannot be aligned from their default alignments in their element.
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.
Optionally, . Note that at least three (3) items must be selected to distribute them.
to distribute. Note that elements cannot be distributed from their default positions in their element.
Distribute horizontally: Click the Distribute Horizontally icon to horizontally distribute the selected objects based on the left-most and right-most selected objects. If a Pool element is among the selections, the object(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 objects based on the top-most and bottom-most selected objects. If a Pool element is among the selections, the object(s) in that Pool element are not affected, but instead affect the Pool element.
Optionally, .
Customize the color of the selected object's, icon, and label, which by default display as black-colored. See .
Customize the icon that displays in the Process model object. See .
See the permissions or ask your Administrator for assistance.
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 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.
For PM Block authors, also see to change its icon. The PM Block displays with the default configured icon so that all Designers recognize that PM Block from the PM Blocks tab of the Explorer panel when adding a PM Block to the Process model.
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.
Undo or redo the changes in your Process models.
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.
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.
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%.
Navigate around your Process model as necessary.
Use the Pan Tool at the bottom left to move around the Modeler canvas without making any changes to the process model. By utilizing the Pan Tool, you can effortlessly traverse different sections of the process map, enhancing overall productivity and ease of interaction within the Process Modeler.
Follow these steps to navigate your Process model:
Click and drag the cursor to smoothly traverse through different sections of the process map.
Alternatively, press the space bar and then use your mouse to pan around the Process Modeler canvas.
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.
Discard the changes to your Process model since its last publication.
Process Modeler automatically saves your Process every five (5) seconds when changes are made to any of the configuration panels. Regardless of whether you publish your Process 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 collaborating with others to design that Process, their changes remain intact.
Follow these steps to discard changes to a Process model since you last started revising it:
Click the Discard button. Process Modeler discards the changes since last starting to edit that Process model, and then closes. The Scripts page displays.
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.
If you close Process Modeler while collaborating with others in its design, those other designers may continue working. When you return to continue working on that Process model, you may review historical changes that others have made.
While in Process Modeler, click the Close button. Process Modeler closes with your saved changes. The Processes page displays.
Optimize workflow in your Process model by visually evaluating its workflow through its Sequence Flow elements without assigning Task recipients.
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:
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.
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.
Publish your Process model.
See the following sections regarding how a Process model may be published:
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.‌ This action overwrites the previous publication of this Process model without maintaining a record of its previous publication(s).
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 viewed or retrieved if needed.
Consider the following in regard 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.‌
The Publish New Version screen displays to name that published version of this Process model.
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.
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.
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.
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 Pan Tool button. The button turns blue indicating selection.
Click the Pan Tool button again to disable the Pan Tool.
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.
While in Process Modeler, click the ellipses menu, and then select Discard Draft.
Validate how your model routes through its elements. The Process Optimization package extends basic to validate whether all workflows routes are viable, including that do not apply to BPMN 2.0 validation.
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 elements and/or conditions set to those Sequence Flow elements throughout the Process model.
need not be assigned to users/groups nor Sequence Flow elements configured with routing conditions.
See the permissions or ask your Administrator for assistance.
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.
See the permissions or ask your Administrator for assistance.
A Process model can be published in two ways. Any may publish it.
To enable A/B Testing for a process, before publishing.
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.
To enable A/B Testing for a process, before publishing.
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.