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Configure Event elements in your Process model.
Configure Start-type Event elements in your Process model.
Add, copy, delete, change the color, align, and configure Start Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Start Event element.
Add a Start Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add a Start Event element from the Object panel to the Process model:
Click the Start Event object from one of the following sections:
Pinned Objects: The Start Event object appears in the Pinned Objects section when it is pinned.
Follow these steps to add a Start Event element from the Object bar to the Process model:
Ensure that the Start Event object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Start Event may be placed into the Process model.
After a Start Event element is added to a Process model, you may replace it with a different starting Request event element:
Start Timer Event element
Signal Start Event element
Message Start Event element
Conditional Start Event element
The selected Start Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Start Event element with a different Start-type event element:
Select the Start Event element to change to another Start-type event. Available options display above the selected element.
Click Confirm. The new element replaces the Start Event element with its default settings and color.
The Start Event element has the following panels that contain settings:
Configuration panel
Documentation panel
Start Permissions panel
Web Entry panel
Vocabularies panel
Advanced panel
The Start Event element has multiple settings in the Configuration 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 Start Event element:
Select the Start Event element from the Process model in which to edit its name.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
In the Name setting, edit the selected element's name and then press Enter.
Use the Display the Next Assigned Task to the Task Assignee setting to display an interstitial Screen that displays until the next Task displays. An interstitial Screen can only be a Display-type Screen. The interstitial Screen displays while the Request resumes routing. Non-assigned automated actions run as part of that Request while the interstitial Screen displays. The interstitial Screen displays indefinitely until one of the following occurs:
The Request assigns another Task to the same Task assignee, at which time the new Task displays.
The Request completes, at which time the Request summary displays.
The user clicks a link to leave that page to display another location.
Use the Display the Next Assigned Task to the Task Assignee setting in the following ways:
Initial Task in the Request uses a Conversational-type Screen: During an automated chat-style conversation with the Request participant, link Conversational Screens together while the Request resumes routing based on previous conversational responses by the participant. After the Request participant responds to the conversation designed in the initial Screen, use the Display the Next Assigned Task to the Task Assignee setting to display a message and/or image while the Request routes to the next Conversational Screen. See What is a Conversational Screen? for information how to design modern-style chat experiences. Use this setting regardless of configuring this Start Event element to use Web Entry to start a Request. While the Web Entry panel configures which Conversational- or Form-type Screen the initial Task uses, the Display the Next Assigned Task to the Task Assignee setting indicates that a Screen displays after that initial Task completes. Web Entry is configured from the Web Entry panel.
Initial Task in the Request uses a Form-type Screen: After the initial Task in the Request completes, display a message with a Display-type Screen that reads Loading your next Task. While this Screen displays, the Request routes to the next Form Task or Manual Task element's Task.
See the tabs below for more information how to use the Display the Next Assigned Task to the Task Assignee setting with Conversational- and Form-type Screens.
After selecting the Display the Next Assigned Task to the Task Assignee setting, the Screen Interstitial setting displays to select which Screen displays after the initial Task in that Request completes. This behavior is different than the default functionality, whereby the To Do Tasks page displays after each Task completes.
The Display the Next Assigned Task to the Task Assignee setting applies only for that Start Event element.
If the next Task is assigned to a different user or group, then the interstitial Screen displays until that Request completes or another Task is assigned that user.
The Display the Next Assigned Task to the Task Assignee setting has two purposes depending on whether the initial Task in that Request uses a Conversational- or Form-type Screen.
Use the Display the Next Assigned Task to the Task Assignee setting to link Conversational Screens together while the Request resumes routing based on previous conversational responses by the participant. Multiple elements and connectors may perform automatic tasks after the initial Conversational Screen's Task before the next Conversational Screen's Task triggers in that Request. However, the Request participant experiences a seamless conversation between the two Conversational Screens' Tasks while the interstitial Screen displays in the chat box. For example, use a Screen that uses an Image or Rich Text control that displays an animated GIF to imply that the other conversational participant is typing.
Non-assigned automated actions run as part of that Request while the interstitial Screen displays. When the Request assigns the next Task to that Task assignee, the new Task displays in the chat box as continued conversation in a seamless chat experience to the Request participant.
Use the Display the Next Assigned Task to the Task Assignee setting when you understand that this Task assignee will be assigned multiple Tasks during the same Request regardless of whomever that Task assignee is. This becomes convenient for that Task assignee to display the next Task immediately after submitting the current Task in that Request, especially if other elements and connectors are between Form Task and/or Manual Task elements so that Tasks are assigned quickly.
Follow these steps to configure a Start Event element to display an interstitial Screen after the initial Task in that Request completes:
Select the Start Event element from the Process model in which to configure it to display an interstitial Screen after the first Task completes.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
From the Screen Interstitial drop-down menu, select which Display-type Screen to display after the initial Task in that Request completes. This is a required setting.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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.
Select whether a user or any member of a group may start a Request:
When a Start Event element is placed into a Process model, it is not configured to indicate how a Request can start via that Start Event element. Therefore, it must be configured.
If this Start Event element is configured to start Requests anonymously via Web Entry, the settings described below are disabled because these Start Event element settings only configure which authenticated user(s) may start a Request from this element. Therefore, to configure these settings, either disable Web Entry or select that authenticated users may start Requests from this element via Web Entry. See Web Entry Panel Settings.
To allow anonymous or authenticated users to start or participate in Requests via a published URL do not configure who may start Requests from the Start Permissions panel. Configure those persons from the Web Entry panel.
Follow these steps to select which user can start a Request via this Start Event element:
Select the Start Event element from the Process model in which to select the user that may start a Request.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Start Permissions panel if it is not presently expanded. The Type setting displays.
From the Type drop-down menu, select the User option. The User drop-down menu displays below the Start Permission drop-down menu.
From the User drop-down menu, select which user can start a Request via the Start Event element. That user may start a Request.
When a Start Event element is placed into a Process model, it is not configured to indicate how a Request can start via that Start Event element. Therefore, it must be configured.
Follow these steps to select which group members can start a Request via this Start Event element:
Select the Start Event element from the Process model in which to select the group that may start a Request.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Start Permissions panel if it is not presently expanded. The Type setting displays.
From the Type drop-down menu, select the Group option. The Group drop-down menu displays below the Start Permission drop-down menu.
From the Group drop-down menu, select which group can start a Request via the Start Event element. Any member of that group may start a Request.
When a Start Event element is placed into a Process model, Web Entry settings for that element are disabled. Therefore, it must be configured for use.
In overview, configuring Web Entry involves making the following decisions:
Who may start the Request: Decide to allow any person to start the Request via Web Entry anonymously or only the authenticated user(s) specified from the Start Permissions panel. In conjunction, decide the following based on who may start the Request:
Anonymously: Decide one or both of the following:
Password-protect access to the Web Entry.
Read query string parameters suffixed as JSON key name and value pairs to the Web Entry's base URL to be included in that Request's data. This setting is useful to suffix metadata for email campaigns. For example, if the Web Entry's base URL is http://pm/webentry/7/node_24
, add parameters to the URL that represent the JSON key name and value pairs to add to that Request such as http://pm/webentry/7/node_24?data1=123&data2=456
. Parameters are interpreted as strings.
Authenticated user: Read query string parameters as described above.
Screen for the chat or Task: Select from which Screen the Request starter interacts with this Request. This may be one of the following types of Screens:
Conversational-type: The Request starter interacts in an automated chat-style correspondence by responding to questions and responses, and then either submits the chat or the Screen submits itself if it times out from interaction.
Form-type: The Request starter enters information into an interactive form, and then submits it to start the Request.
Completed action after Screen submission: Decide whether to display a separate Screen when the initial Screen submits or to route that person to a URL. If to display a Screen, select that Screen.
Embed the Web Entry into a third-party site: If embedding the Web Entry into a third-party site, decide one or both of the following:
Embed the Web Entry if using a Form-type Screen: Copy the JavaScript that contains the Web Entry URL, and then embed that JavaScript into your Web server's or blog's HTML header.
Embed the Web Entry if using a Conversational-type Screen: Copy the JavaScript that contains the Web Entry URL, configure options how the chat-style presentation displays in your site, and then embed that JavaScript into your Web server's or blog's HTML header.
Follow these steps to select who can start a Request via a Web Entry URL from this Start Event element:
Select the Start Event element from the Process model in which to select who may start a Request via a Web Entry URL.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Web Entry panel if it is not presently expanded. The Web Entry setting displays.
From the Mode drop-down menu, select one of the following options:
Disabled: Select the Disabled setting to disable Web Entry for this Start Event element when this element currently is configured to do so. This is the default setting.
Anonymous: Select the Anonymous option to allow any person who has access to the Web Entry's URL to start a Request. This person is not authenticated as a user. As a best practice, use Anonymous Web Entry URLs when an active session will not be used in the same Web browser. Note that if an anonymous person starts a Request and a later Form Task element or Manual Task element is assigned to the Request starter, ensure that the anonymous person enters an email address for that Task or chat-style interaction. Otherwise, that person cannot receive notifications for the subsequent Task. If this happens, the following Request error occurs: This process was started by an anonymous user so this task can not be assigned to the requester. Therefore, use this option cautiously.
If selecting the Anonymous option, consider selecting the Enable Password Protect setting below the Completed Action setting (described below) to require a password to access the Web Entry.
If selecting the Authenticated option, consider selecting the Allow query string data setting below the Completed Action setting (described below) to read JSON key name and value pairs from the Web Entry's base URL to be included in that Request's data.
From the Screen Associated drop-down menu, select the Screen that displays when the Web Entry URL is accessed. This drop-down menu displays only Conversational and Form types so the Request starter can interact with information in the Screen. This is a required setting.
Optionally, click the Open Screen link to open the selected Screen in a separate Web browser window.
From the Completed Action drop-down menu, select one of the following options:
Screen: Select the Screen option to indicate that a Screen displays after the Requester submits the Screen selected from the Screen Associated drop-down menu described above. Screen is the default setting.
After the Screen option is selected, the Screen For Completed setting displays below the Completed Action option. From the Screen For Completed drop-down menu, select the Screen that displays after submitting the Screen selected from the Screen Associated drop-down menu. This drop-down menu displays only Display types to display a message to the request starter. This is a required setting.
Optionally, click the Open Screen link to open the selected Screen in a separate Web browser window.
URL: Select the URL option to indicate that the Request starter is redirected to a URL after the Request starter submits the Screen selected from the Screen Associated drop-down menu.
In the Password Protect setting, enter the password that the anonymous Request starter must enter to access the Web Entry.
Select the Allow query string data setting to read JSON key name and value pairs from the Web Entry's base URL to be included in that Request's data. This setting is useful to suffix metadata for email campaigns. For example, if the Web Entry's base URL is http://pm/webentry/7/node_24
, add parameters to the URL that represent the JSON key name and value pairs to add to that Request such as http://pm/webentry/7/node_24?data=123&data2=456
. Parameters are interpreted as strings.
The Web Entry URL displays the Web Entry URL from which the Request starter accesses the Web Entry. ProcessMaker Platform generates this URL using the following structure: ProcessMaker Platform instance domain
/webentry/
Web Entry numerical instance
/
Identifier Value of this Start Event element
. If necessary, click the Copy button below the Web Entry URL setting to copy the Web Entry URL so that it is available in your clipboard.
Optionally, customize the Web Entry URL using Request variable values as URL parameters. Reference these Request variable values using single curly brackets surrounding each Request variable name, such as {variableName}
, in the custom URL.
Follow these steps to customize the Web Entry URL:
Click the Options button below the Web Entry URL setting. The URL Options screen displays. By default the Standard URL option is enabled, indicating that the automatically generated URL is used for this Web Entry.
Enter as many parameters as necessary. Use the following icons to remove or sort the order of added URL parameters:
Click Save to exit the URL Options screen with the saved custom Web Entry URL settings.
Configure how the chat box displays in the embedded container from the following options:
From the Position setting, select one of the following options:
Fill Container: The chat box displays the width of the container to which the Web Entry's JavaScript code is applied. This is the default setting. When the Fill Container setting is selected, all other settings in the Embed Options screen are disabled.
Top Left: The chat box displays in the top left corner of the container to which the Web Entry's JavaScript code was applied.
Top Right: The chat box displays in the top right corner of the container to which the Web Entry's JavaScript code was applied.
Bottom Left: The chat box displays in the bottom left corner of the container to which the Web Entry's JavaScript code was applied.
Bottom Right: The chat box displays in the bottom right corner of the container to which the Web Entry's JavaScript code was applied.
In the Title setting, enter the title that displays in the chat box. Form is the default setting. This setting does not apply when the Fill Container option is selected from the Position setting.
From the Color setting, select the color that displays for button to show the chat box and for the chat box frame itself. The left-most color option is the default. This setting does not apply when the Fill Container option is selected from the Position setting.
From the Icon setting, select an icon that displays to show the chat box. The Question Circle is the default option. This setting does not apply when the Fill Container option is selected from the Position setting.
Click Save.
The Start Event element's icon changes to indicate that this element uses Web Entry to trigger.
Assign Vocabularies that validate Request data complies with a specific JSON schema. This is often mandatory for many types of business sectors including banking and healthcare. Ensure the quality and compliance of Request data. For example, during a Loan Application process, ensure that personal information has been included in the Request to that moment in that in-progress Request. The Vocabularies package must be installed to make this configuration.
After the Request data is submitted from the Web Entry, Vocabularies assigned to the Start Event element validate the Request data complies with the Vocabulary's JSON schema. See What is a Vocabulary? for more information. See Select Who Can Start a Request via a Web Entry for information how to use the Web Entry on a Start Event element.
Each moment ProcessMaker Platform evaluates workflow routing for an in-progress Request, ProcessMaker Platform also evaluates the Request data's conformity to the Vocabularies applied to the Process and/or a specific BPMN 2.0 element in the Process model. The Request's JSON data model must conform to the Vocabulary's JSON schema.
During an in-progress Request, if ProcessMaker Platform evaluates that the Request data no longer complies with all Vocabularies to that moment, the Request status changes from In Progress to Error. The error displays in the Request summary. Vocabularies are cumulative in an in-progress Request: as the Request progresses, if Request data does not conform with any Vocabulary's JSON schema to that moment in the Request, the Request errors.
If no Vocabularies are assigned, ProcessMaker Platform does not validate Request data complies with a specific JSON schema prior to continuing workflow for that Request.
One or more Vocabularies must be created before assigning a Vocabulary. See Create a New Vocabulary. Multiple Vocabularies can be assigned to a Start Event element.
Follow these steps to assign Vocabularies that validate Request data from a Start Event element:
Select the Start Event element from the Process model in which to assign Vocabularies that validate Request data prior to when this element completes.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Vocabularies panel if it is not presently expanded. The Assigned setting displays.
From the Select Vocabulary drop-down menu, select a Vocabulary from which to validate Request data complies with its JSON schema.
If no Vocabularies are configured, then the following message displays: List is empty. Create at least one Vocabulary. See Create a New Vocabulary.
Click Save.
Repeat Steps 3 through 6 as necessary for each Vocabulary required to validate Request data complies with its JSON schema.
After one or more Vocabularies are assigned to a Start Event element, the Vocabulary icon displays above that element.
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 Start Event element:
Select the Start Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
In the Node Identifier setting, edit the Start 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, align, and configure Start Timer Event elements in your Process model.
Add a Start Timer Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add a Start Timer Event element from the Object panel to the Process model:
Click the Start Event object from one of the following sections:
Pinned Objects: The Start Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
Follow these steps to add a Start Timer Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Start Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
The selected Start Timer Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Start Timer Event element with a different Start-type event element:
Select the Start Timer Event element to change to another Start-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Start Timer Event element with its default settings and color.
The Start Timer Event element has the following panels that contain settings:
Configuration panel
Timing Control panel
Documentation 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 Start Timer Event element:
Select the Start Timer Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
When a Start Timer Event element is placed into a Process model, it has the following settings by default before it triggers:
The timing control is set to midnight of the current date.
The timing control is set to repeat weekly on the current day.
If these are not the timing control settings you want, the Start Timer Event element must be configured. Set the timer controls for a Start Timer Event element using the following parameters:
Set the date and hour when the trigger the Start Timer Event element, thereby starting a Request.
Optionally, set an interval from which to periodically trigger the Start Time Event element, thereby staring a Request at that interval. This may be done in any of the following intervals:
Set the timer to periodically trigger on a specified number of days, weeks, months, or years.
Set the timer to periodically trigger on specific days of the week.
Set when the timer control ends from any of the following options, thereby limiting when to start a Request:
The timer never ends.
The timer ends on a specified date.
The timer ends after a number of occurrences.
Follow these steps to set the timer controls for a Start Timer Event element:
Select the Start Timer Event element from the Process model in which to set its timer controls.
Expand the Timing Control panel if it is not presently expanded. The Start date setting displays.
From the Start date setting, use the date control to select the date to initially trigger the Start Timer Event element. If this setting has not been previously set, the current date is the default.
Set the periodic interval to trigger the Start Timer Event element again, thereby starting a new Request. Follow these guidelines:
From the Repeat every setting, select at how many intervals of a set time period to trigger the Start Timer Event element. 1 week is the default setting. Then select one of the following time periods for that element to trigger:
Day
Week (default setting)
Month
Year
Alternatively, select from the Repeat on setting the day(s) of the week in which to trigger the Start Timer Event element. Selected days display with a blue-colored circle around each.
Set when to end the timer control from the following options:
Select Never to never end the timer control. Never is the default setting.
Select On to select a specific date in which to end the timer control. If this setting has not been previously set, the current date is the default.
Select After and then enter how many occurrences to end the timer control after the Start Timer Event element has triggered that may times. If this setting has not been previously set, 1 is the default setting.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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 Start Timer Event element:
Select the Start Timer Event element from the Process model in which to edit its identifier value.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
In the Node Identifier setting, edit the Start Timer 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, align, and configure Signal Start Event elements in your Process model.
Add a Signal Start Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add a Signal Start Event element from the Object panel to the Process model:
Click the Start Event object from one of the following sections:
Pinned Objects: The Start Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
Follow these steps to add a Signal Start Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Start Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. Process Modeler automatically places this element between the existing objects and adds a new Sequence Flow element following the new element. The existing Sequence Flow element precedes the new element. If necessary, configure the Sequence Flow element following the newly placed element.
If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
The selected Signal Start Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Signal Start Event element with a different Start-type event element:
Select the Signal Start Event element to change to another Start-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Signal Start Event element with its default settings and color.
The Signal Start Event element has the following panels that contain settings:
Configuration panel
Documentation 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 Signal Start Event element:
Select the Signal Start Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
Follow these steps to select the Signal that triggers the Signal Start Event element:
Select the Signal Start Event element from the Process model in which to select the Signal that triggers it.
When the Signal Start Event element receives a broadcasting Signal for which it is listening, enter the Request variable that stores the Request data in the broadcasting Signal's payload. The Request data within the broadcasting Signal may then be used in the new Request that the Signal Start Event element starts.
Follow these steps to enter the Request variable to store the broadcasting Signal's payload:
Select the Signal Start Event element from the Process model in which to enter the Request variable.
In the Request Variable setting, enter the name of the Request Variable to store the broadcasting Signal's payload and then press Enter.
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.
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 Signal Start Event element:
Select the Signal Start Event element from the Process model in which to edit its identifier value.
In the Node Identifier setting, edit the Signal Start Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Start Event object appears in the Object Category section when it is not pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
Click the Elements icon. The Elements drop-down menu displays Start-type event elements.
Select the element to replace the Start Event element. The Change Type screen displays to confirm replacing the currently selected element.
Following the Start Event element is a Script Task element: If a Script Task element immediately follows the Start Event element (see below), use the Display the Next Assigned Task to the Task Assignee setting to trigger any Form Task element or Manual Task element that follows the Script Task element.
Locate the Display Next Assigned Task to Task Assignee setting. It is selected by default when the Start Event element is added to the Process model.
Select the Display Next Assigned Task to Task Assignee setting. The Screen Interstitial setting displays.
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.
Authenticated: Select the Authenticated option to require an authenticated user or group member to start a Request via the Web Entry's URL. If an authenticated user or group member is already selected from the Start Permissions panel, then only those user(s) may start a Request via Web Entry from this Start Event element.
After the URL option is selected, the Redirect URL setting display below the Completed Action option. From the Redirect URL setting, enter the URL to which the Request starter redirects after submitting the Screen selected from the Screen Associated drop-down menu, and then press Enter. The redirect URL supports mustache syntax to reference the value of a Request variable as the URL. This is a required setting.
If the Anonymous option is selected from the Mode setting, the Enable Password Protect setting displays.
Select the Enable Password Protect setting to require a password to access the Web Entry. If the Enable Password Project setting is selected, the Password Protect setting displays below it.
Select the Custom URL setting. Settings enable below the Custom URL setting. The Web Entry URL Preview setting displays the currently customized Web Entry URL. If necessary, click the Copy button below the Web Entry URL Preview setting to copy this custom URL.
In the First URL segment setting, enter the base segment that displays after your base ProcessMaker Platform instance component of the Web Entry URL. A forward slash (/
) precedes the first URL segment. The first URL segment must be unique to other Web Entry URLs from other Start Event elements in this Process, and may only use alphanumeric characters. This setting is required. In the example below, baseurl
is the first URL segment.
Use the URL parameters setting to enter custom parameters in the Web Entry URL based on Request variable name values. In the Name... setting, enter the Request variable name from which to reference its value for the Web Entry URL, and then click the Add Parameter button. That parameter displays within the URL parameters setting with single curly brackets ({
}
) surrounding it. In the example below, city
is a Request variable name from which to reference its value for the custom Web Entry URL.
Delete: Click the Delete iconto delete the selected parameter from the Web Entry URL.
Sort order: Hold and drag theicon to sort the order of parameters in the Web Entry URL. Sort parameters in the URL parameters setting from top to bottom as they are to display left to right in the custom URL.
The Embed Code setting displays the JavaScript that contains the Web Entry URL to embed into your Web server's or blog's HTML header. If necessary, click the Copy button below the Embed Code setting to copy the Web Entry URL so that it is available in your clipboard.
If this Start Event element's Web Entry uses a Conversational-type Screen to provide a chat-style interaction with the Request starter, optionally click the Options button below the Embed Code setting to configure how the chat box displays in the embedded container to which the Web Entry's JavaScript code is applied. When the Options button is clicked, the Embed Options screen displays.
Click theicon to add a Vocabulary. The Assign Vocabulary option displays.
Click the Remove iconfrom the Vocabularies setting to remove a Vocabulary from assignment to this element.
See for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Start Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Start Timer Event option.
The Start Timer Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Click the Elements drop-down menu, and then select the Start Timer Event option.
The Start Timer Event element displays.
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.
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After a Start Timer Event element is , you may replace it with a different starting Request event element:
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the Start-type event elements.
Select the element to replace the Start Timer Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
See for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Start Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Signal Start Event option.
The Signal Start Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Click the Elements drop-down menu, and then select the Signal Start Event option.
The Signal Start Event element displays.
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.
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After a Signal Start Event element is , you may replace it with a different starting Request event element:
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the Start-type event elements.
Select the element to replace the Signal Start Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
.
A Signal Start Event element starts a Request for a Process when it triggers by receiving a specific from a broadcasting element in any other Request. The element that broadcasts the Signal does not need to be in the same Process model as the Signal Start Event element to receive the broadcast. Select the Signal that triggers this element.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Signal setting.
From the Signal drop-down menu, select the Signal that triggers this element. This setting is required. To know more about Signals, see .
.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Request Variable setting.
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A Process's entered documentation displays by selecting the .
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
Configure Intermediate-type Event elements in your Process model.
Add, copy, delete, change the color, align, and configure Conditional Start Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Conditional Start Event element.
Add a Conditional Start Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add a Conditional Start Event element from the Object panel to the Process model:
Click the Start Event object from one of the following sections:
Pinned Objects: The Start Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Timer Event element cannot be placed outside of the Pool element.
Follow these steps to add a Conditional Start Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Start Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
After a Conditional Start Event element is added to a Process model, you may replace it with a different starting Request event element:
Start Event element
Start Timer Event element
Signal Start Event element
Message Start Event element
The selected Conditional Start Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Conditional Start Event element with a different Start-type event element:
Select the Conditional Start Event element to change to another Start-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Conditional Start Event element with its default settings and color.
The Conditional Start Event element has the following panels that contain settings:
Documentation 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 Conditional Start Event element:
Select the Conditional Start Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
Enter the Request condition(s) that triggers the Conditional Start Event element, thereby starting a Request. A Conditional Start Event element starts a child Request for a Process when a parent Request sends its Request data to the Conditional Start Event element via a Sub Process element. The Conditional Start Event element triggers when the parent Request's data meets one or more specified conditions.
The Conditional Start Event ignores the call to start a Request in the following scenarios:
The Request condition(s) do not evaluate to the condition(s) set in the Condition setting.
The Request condition(s) evaluates as null
.
The Condition setting contains no value.
A Process model may use multiple Conditional Start Event elements. However, each Conditional Start Event element must use a unique condition for that element to trigger.
Follow these steps to enter the Request conditions that trigger a Conditional Start Event element:
Select the Conditional Start Event element from the Process model in which to edit its name.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Enter the Expression Syntax Components that trigger this Conditional Start Event element and then press Enter, thereby starting a Request of its Process.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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 Conditional Start Event element:
Select the Conditional Start Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Node Identifier setting, edit the Conditional Start 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, align, and configure Message Start Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Message Start Event element.
Add a Message Start Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add a Message Start Event element from the Object panel to the Process model:
Click the Start Event object from one of the following sections:
Pinned Objects: The Start Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
Follow these steps to add a Message Start Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Start Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Start Event element cannot be placed outside of the Pool element.
After a Message Start Event element is added to a Process model, you may replace it with a different starting Request event element:
Start Event element
Start Timer Event element
Signal Start Event element
Conditional Start Event element
The selected Message Start Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Message Start Event element with a different Start-type event element:
Select the Message Start Event element to change to another Start-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Message Start Event element with its default settings and color.
The Message Start Event element has the following panels that contain settings:
Configuration panel
Documentation 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 Message Start Event element:
Select the Message Start Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
An Message Start Event element starts a Request when that element receives a message from either an Intermediate Message Throw Event element or a Message End Event element (but not both) located in a different Pool element than the Message Start Event element receiving the message. After the Message Start Event element receives its message, that element triggers. Select from which element to listen for a message based on the Intermediate Message Throw Event or Message End Event element's Message Name setting value.
Follow these steps to select from which element to listen for a message to trigger the Message Start Event element:
Select the Message Start Event element from the Process model in which to select the Process model element from which to listen for a message.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
From the Listen For Message drop-down menu, select from which element to listen for a message based on its Message Name setting value.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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 Message Start Event element:
Select the Message Start Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Node Identifier setting, edit the Message Start 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, align, and configure Intermediate Timer Event elements in your Process model.
Add an Intermediate Timer Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add an Intermediate Timer Event element from the Object panel to the Process model:
Click the Intermediate Event object from one of the following sections:
Pinned Objects: The Intermediate Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
Follow these steps to add an Intermediate Timer Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Intermediate Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
The selected Intermediate Timer Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Intermediate Timer Event element with a different Intermediate-type event element:
Select the Intermediate Timer Event element to change to another Intermediate-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Intermediate Timer Event element with its default settings and color.
The Intermediate Timer Event element has the following panels that contain settings:
Configuration panel
Timing Control panel
Documentation 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 an Intermediate Timer Event element:
Select the Intermediate Timer Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
When an Intermediate Timer Event element is placed into a Process model, it is set to delay one (1) hour before it triggers. If this is not the timing control setting you want, the Intermediate Timer Event element must be configured. Set the timer controls for an Intermediate Timer Event element using one of the following methods:
Set an interval in which to delay triggering the Intermediate Time Event element in a specified number of days, weeks, months, or years.
Set the date and hour when the trigger the Intermediate Timer Event element.
Configure a cycle in which to trigger the Intermediate Timer Event element at repeated intervals.
Follow these steps to set the timer controls for an Intermediate Timer Event element:
Select the Intermediate Timer Event element from the Process model in which to set its timer controls.
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:
Delay the timer: From the Type drop-down menu, select the Delay option. Delay is the default setting. From the Delay setting, select at which interval of time to trigger the Intermediate Timer Event element. 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 to trigger the Intermediate 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 trigger the Intermediate Timer Event element. If this setting has not been previously set, the current date is the default.
From the Recurring loop repeats at time interval set below setting, select at which interval of time to trigger the Intermediate Timer Event element. 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
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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 an Intermediate Timer Event element:
Select the Intermediate Timer Event element from the Process model in which to edit its identifier value.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
In the Node Identifier setting, edit the Intermediate Timer 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, align, and configure Intermediate Signal Throw Event elements in your Process model.
Add an Intermediate Signal Throw Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add an Intermediate Signal Throw Event element from the Object panel to the Process model:
Click the Intermediate Event object from one of the following sections:
Pinned Objects: The Intermediate Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Signal Throw Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Intermediate Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
The selected Intermediate Signal Throw Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Intermediate Signal Throw Event element with a different Intermediate-type event element:
Select the Intermediate Signal Throw Event element to change to another Intermediate-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Intermediate Signal Throw Event element with its default settings and color.
The Intermediate Signal Throw Event element has the following panels that contain settings:
Configuration panel
Documentation 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 an Intermediate Signal Throw Event element:
Select the Intermediate Signal Throw Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
An Intermediate Signal Throw Event element broadcasts a specific Signal that contains part or all of its current Request data when it triggers to all elements throughout that ProcessMaker Platform instance listening for that Signal. The element that listens for the broadcast Signal does not need to be in the same Process model as the Intermediate Signal Throw Event element. Select the Signal that this element broadcasts.
Follow these steps to select the Signal that the Intermediate Signal Throw Event element broadcasts:
Select the Intermediate Signal Throw Event element from the Process model in which to select the Signal that it broadcasts.
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.
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.
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.
Configure the contents of the broadcasting Signal's payload when the Intermediate Signal Throw Event element triggers:
Send no Request data in the Signal's payload, thereby sending no data. All elements configured to listen for the broadcasting Signal trigger, but no data from the Intermediate Signal Throw Event element's Request can be referenced from the receiving element.
Send all current Request data in the Signal's payload.
Follow these steps to select the contents of the Signal's payload that the Intermediate Signal Throw Event element broadcasts:
Select the Intermediate Signal Throw Event element from the Process model in which to select contents of the Signal's payload.
From the Signal Payload drop-down menu, select one of the following options:
No Request Data: Select No Request Data to send no Request data in the Signal's payload.
All Request Data: Select All Request Data to send all current Request data in the Signal's payload.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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 an Intermediate Signal Throw Event element:
Select the Intermediate Signal Throw Event element from the Process model in which to edit its identifier value.
In the Node Identifier setting, edit the Intermediate Signal Throw 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, align, and configure Intermediate Signal Catch Event elements in your Process model.
Add an Intermediate Signal Catch Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add an Intermediate Signal Catch Event element from the Object panel to the Process model:
Click the Intermediate Event object from one of the following sections:
Pinned Objects: The Intermediate Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Signal Catch Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Intermediate Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
The selected Intermediate Signal Catch Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Intermediate Signal Catch Event element with a different Intermediate-type event element:
Select the Intermediate Signal Catch Event element to change to another Intermediate-type event element. Available options display above the selected element.
Click Confirm. The new element replaces the Intermediate Signal Catch Event element with its default settings and color.
The Intermediate Signal Catch Event element has the following panels that contain settings:
Configuration panel
Documentation 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 an Intermediate Signal Catch Event element:
Select the Intermediate Signal Catch Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
An Intermediate Signal Catch Event element pauses a Request until that element receives a specific broadcast from a broadcasting element in any other Request in that ProcessMaker Platform instance. The element that broadcasts the Signal does not need to be in the same Process model as the Intermediate Signal Catch Event element that receives the broadcast. Select the Signal that triggers this element.
Follow these steps to select the Signal that triggers the Intermediate Signal Catch Event element:
Select the Intermediate Signal Catch Event element from the Process model in which to select the Signal that triggers it.
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.
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.
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.
When the Intermediate Signal Catch Event element receives a broadcasting Signal for which it is listening, enter the Request variable that stores the Request data in the broadcasting Signal's payload. The Request data within the broadcasting Signal may then be used in the paused Request when the Intermediate Signal Catch Event element resumes that Request.
Follow these steps to enter the Request variable to store the broadcasting Signal's payload:
Select the Intermediate Signal Catch Event element from the Process model in which to enter the Request variable.
In the Request Variable setting, enter the name of the Request Variable to store the broadcasting Signal's payload and then press Enter.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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 an Intermediate Signal Catch Event element:
Select the Intermediate Signal Catch Event element from the Process model in which to edit its identifier value.
In the Node Identifier setting, edit the Intermediate Signal Catch Event element's identifier to a unique value from all node in the Process model and then press Enter.
Add, copy, delete, change the color, align, and configure Intermediate Conditional Catch Event elements in your Process model.
Add an Intermediate Conditional Catch Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add an Intermediate Conditional Catch Event element from the Object panel to the Process model:
Click the Intermediate Event object from one of the following sections:
Pinned Objects: The Intermediate Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Conditional Catch Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Intermediate Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
The selected Intermediate Conditional Catch Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Intermediate Conditional Catch Event element with a different intermediate Request event element:
Select the Intermediate Conditional Catch Event element to change to another intermediate Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Intermediate Conditional Catch Event element with its default settings and color.
The Intermediate Conditional Catch Event element has the following panels that contain settings:
Configuration panel
Documentation 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 an Intermediate Conditional Catch Event element:
Select the Intermediate Signal Catch Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
Enter the Request condition(s) that triggers the Intermediate Conditional Catch Event element, thereby thereby allowing workflow to route through that element. An Intermediate Conditional Catch Event element only triggers when the specified condition(s) in that Request are met, thereby allowing workflow to route through its outgoing Sequence Flow element(s). Otherwise, that Request remains paused indefinitely unless the Process model provides an alternative for workflow routing.
Follow these steps to enter the Request conditions that trigger an Intermediate Conditional Catch Event element:
Select the Intermediate Conditional Catch Event element from the Process model in which to edit its name.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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 an Intermediate Signal Catch Event element:
Select the Intermediate Conditional Catch Event element from the Process model in which to edit its identifier value.
In the Node Identifier setting, edit the Intermediate Conditional Catch 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, align, and configure Intermediate Message Throw Event elements in your Process model.
Add an Intermediate Message Throw Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add an Intermediate Message Throw Event element from the Object panel to the Process model:
Click the Intermediate Event object from one of the following sections:
Pinned Objects: The Intermediate Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Message Throw Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Intermediate Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
The selected Intermediate Message Throw Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Intermediate Message Throw Event element with a different intermediate Request event element:
Select the Intermediate Message Throw Event element to change to another intermediate Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Intermediate Message Throw Event element with its default settings and color.
The Intermediate Message Throw Event element has the following panels that contain settings:
Configuration panel
Documentation 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 an Intermediate Message Throw Event element:
Select the Intermediate Message Throw Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
The Intermediate Message Throw Event element uses a message name as a placeholder for the Request data that this element sends to a catching element. When a Message Start Event element or an Intermediate Message Catch Event element listens for a message, it references the Intermediate Message Throw Event element's message name.
Follow these steps to configure the message name for an Intermediate Message Throw Event element:
Select the Intermediate Message Throw Event element from the Process model in which to configure its message name.
In the Message Name setting, edit the message name that a catching element references to listen for the Intermediate Message Throw Event's message.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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 an Intermediate Message Throw Event element:
Select the Intermediate Message Throw Event element from the Process model in which to edit its identifier value.
In the Node Identifier setting, edit the Intermediate Message Throw 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, align, and configure Intermediate Message Catch Event elements in your Process model.
Add an Intermediate Message Catch Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Follow these steps to add an Intermediate Message Catch Event element from the Object panel to the Process model:
Click the Intermediate Event object from one of the following sections:
Pinned Objects: The Intermediate Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Message Catch Event element from the Object bar to the Process model:
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this Intermediate Event may be placed into the Process model.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
The selected Intermediate Message Catch Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Intermediate Message Catch Event element with a different intermediate Request event element:
Select the Intermediate Message Catch Event element to change to another intermediate Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Intermediate Message Catch Event element with its default settings and color.
The Intermediate Message Catch Event element has the following panels that contain settings:
Configuration panel
Documentation panel
Vocabularies 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 an Intermediate Message Catch Event element:
Select the Intermediate Message Catch Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
An Intermediate Message Catch Event element pauses a Request until that element receives a message from either an Intermediate Message Throw Event element or a Message End Event element (but not both) located in a different Pool element than the Intermediate Message Catch Event element receiving the message. After the Intermediate Message Catch Event element receives its message, that element triggers. Select from which element to listen for a message based on the Intermediate Message Throw Event or Message End Event element's Message Name setting value.
Follow these steps to select the element from which to listen for a message:
Select the Intermediate Message Catch Event element from the Process model in which to configure how it is triggered.
From the Listen For Message drop-down menu, select from which Intermediate Message Throw Event element or End Event element triggers the Intermediate Message Catch Event element.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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.
Each moment ProcessMaker evaluates workflow routing for an in-progress Request, ProcessMaker Platform also evaluates the Request data's conformity to the Vocabularies applied to the Process and/or a specific BPMN 2.0 element in the Process model. The Request's JSON data model must conform to the ProcessMaker Vocabulary's JSON schema.
During an in-progress Request, if ProcessMaker Platform evaluates that the Request data no longer complies with all Vocabularies to that moment, the Request status changes from In Progress to Error. The error displays in the Request summary. Vocabularies are cumulative in an in-progress Request: as the Request progresses, if Request data does not conform with any Vocabulary's JSON schema to that moment in the Request, the Request errors.
If no Vocabularies are assigned, ProcessMaker Platform does not validate Request data complies with a specific JSON schema prior to continuing workflow for that Request.
Follow these steps to assign Vocabularies that validate Request data from an Intermediate Message Catch Event element:
Select the Intermediate Message Catch Event element from the Process model in which to assign Vocabularies that validate Request data prior to when this element completes.
Expand the Vocabularies panel if it is not presently expanded. The Assigned setting displays.
From the Select Vocabulary drop-down menu, select a Vocabulary from which to validate Request data complies with its JSON schema.
Click Save.
Repeat Steps 3 through 6 as necessary for each Vocabulary required to validate Request data complies with its JSON schema.
After one or more Vocabularies are assigned to an Intermediate Message Catch Event element, the Vocabulary icon displays above that element.
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 an Intermediate Message Catch Event element:
Select the Intermediate Message Catch Event element from the Process model in which to edit its identifier value.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
In the Node Identifier setting, edit the Intermediate Message Catch Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Start Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Conditional Start Event option.
The Conditional Start Event element displays.
Click the Elements drop-down menu, and then select the Conditional Start Event option.
The Conditional Start Event element displays.
Click the Elements icon. The Elements drop-down menu displays the Start-type event elements.
Select the element to replace the Conditional Start Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
Expand the Configuration panel if it is not presently expanded, and then locate the Condition setting. 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.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Start Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Message Start Event option.
The Message Start Event element displays.
Click the Elements drop-down menu, and then select the Message Start Event option.
The Message Start Event element displays.
Click the Elements icon. The Elements drop-down menu displays the Start-type event elements.
Select the element to replace the Message Start Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
Expand the Configuration panel if it is not presently expanded and then locate the Listen For Message 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.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Intermediate Event object appears in the Object Category section when it is not pinned.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
Ensure that the object is pinned to the Object bar. If not, it.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
If a Pool element is in your Process model, the Intermediate Timer Event element cannot be placed outside of the Pool element.
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After an Intermediate Timer Event element is , you may replace it with a different intermediate Request event element:
element
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the Intermediate-type event elements.
Select the element to replace the Intermediate Timer Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Set a recurring interval of time in which the Intermediate Timer Event element triggers: From the Type drop-down menu, select the Cycle option. The Recurring loop repeats at time interval set below setting displays.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
See Process Modeling Element Descriptions for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Intermediate Event object appears in the Object Category section when it is not pinned.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Signal Throw Event option.
The Intermediate Signal Throw Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Signal Throw Event option.
The Intermediate Signal Throw Event element displays.
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After an Intermediate Signal Throw Event element is , you may replace it with a different intermediate Request event element:
element
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the Intermediate-type event elements.
Select the element to replace the Intermediate Signal Throw Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 User Signal must have the Signal ID value that corresponds with that User Signal's event. See . .
. The new Signal is added to .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 .
Send the current value of a specified in the Signal's payload.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Signal Payload setting.
Specify Data Variable: Select Specify Data Variable to specify a Request variable's current value as the Signal's payload. The Request Variable setting displays. In the Request Variable setting, enter or edit the name of the Request variable to use its current value as the Signal's payload. To send the entirety of that Request's payload, leave the Request Variable setting empty.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
See Process Modeling Element Descriptions for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Intermediate Event object appears in the Object Category section when it is not pinned.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Signal Catch Event option.
The Intermediate Signal Catch Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Signal Catch Event option.
The Intermediate Signal Catch Event element displays.
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After an Intermediate Signal Catch Event element is , you may replace it with a different intermediate Request event element:
element
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the Intermediate-type event elements.
Select the element to replace the Intermediate Signal Catch Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 User Signal must have the Signal ID value that corresponds with that User Signal's event. See . .
. The new Signal is added to .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 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 .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
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Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Request Variable setting.
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A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
See Process Modeling Element Descriptions for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Intermediate Event object appears in the Object Category section when it is not pinned.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Conditional Catch Event option.
The Intermediate Conditional Catch Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Conditional Catch Event option.
The Intermediate Conditional Catch Event element displays.
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After an Intermediate Signal Catch Event element is , you may replace it with a different intermediate Request event element:
element
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the intermediate Request event elements.
Select the element to replace the Intermediate Conditional Catch Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
See to Specify Request Conditions That Trigger a Conditional Start Event Element.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Condition setting. This is a required setting.
Enter the Request condition(s) that trigger this Intermediate Conditional Catch Event element and then press Enter, thereby allowing workflow to route through its outgoing Sequence Flow element(s). See .
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
See Process Modeling Element Descriptions for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Intermediate Event object appears in the Object Category section when it is not pinned.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Message Throw Event option.
The Intermediate Message Throw Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Message Throw Event option.
The Intermediate Message Throw Event element displays.
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After an Intermediate Message Throw Event element is , you may replace it with a different intermediate Request event element:
element
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the intermediate Request event elements.
Select the element to replace the Intermediate Message Throw Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Message Name setting.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
See Process Modeling Element Descriptions for a description of the element.
See the permissions or ask your Administrator for assistance.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains Process model objects, which are easy accessible.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The Intermediate Event object appears in the Object Category section when it is not pinned.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Message Catch Event option.
The Intermediate Message Catch Event element displays.
Ensure that the object is pinned to the Object bar. If not, it.
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See .
Click the Elements drop-down menu, and then select the Intermediate Message Catch Event option.
The Intermediate Message Catch Event element displays.
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After an Intermediate Message Catch Event element is , you may replace it with a different intermediate Request event element:
element
element
element
element
element
Click the Elements icon. The Elements drop-down menu displays the intermediate Request event elements.
Select the element to replace the Intermediate Message Catch Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Listen For Message setting.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Assign that validate Request data complies with a specific JSON schema. This is often mandatory for many types of business sectors including banking and healthcare. Ensure the quality and compliance of Request data. For example, during a Loan Application process, ensure that personal information has been included in the Request to that moment in that in-progress Request.
Use a Vocabulary on an Intermediate Message Catch Event element to validate Request data complies with the Vocabulary's JSON schema. See for more information.
One or more Vocabularies must be created to your ProcessMaker Platform instance before assigning a Vocabulary. See . Multiple Vocabularies can be assigned to a Start Event element.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Click theicon to add a Vocabulary. The Assign Vocabulary option displays.
If no Vocabularies are configured in your ProcessMaker Platform instance, then the following message displays: List is empty. Create at least one Vocabulary. See .
Click the Remove iconfrom the Vocabularies setting to remove a Vocabulary from assignment to this element.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Configure End-type Event elements in your Process model.
Configure Boundary-type Event elements in your Process model.
Add, copy, delete, change the color, align, and configure Message End Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Message End Event element.
Add a Message End Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add a Message End Event element from the Object panel to the Process model:
Click the End Event object from one of the following sections:
Pinned Objects: The End Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
Follow these steps to add a Message End Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this End Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
After a Message End Event element is added to a Process model, you may replace it with a different ending Request event element:
End Event element
Error End Event element
Signal End Event element
Terminate End Event element
The selected Message End Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Message End Event element with a different ending Request event element:
Select the Message End Event element to change to another ending Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Message End Event element with its default settings and color.
The Message End Event element has the following panels that contain settings:
Configuration panel
Documentation 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 Message End Event element:
Select the Message End Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
The Message End Event element uses a message name as a placeholder for the Request data that this element sends to a catching element. When a Message Start Event element or an Intermediate Message Catch Event element listens for a message, it references the Message End Event element's message name.
Follow these steps to configure how to trigger a Message End Event element:
Select the Message End Event element from the Process model in which to configure its message name.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Message Name setting, edit the message name that a catching element references to listen for the Message End Event's message.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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 Message End Event element:
Select the Message End Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Node Identifier setting, edit the Message End 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, align, and configure End Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the End Event element.
Add an End Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add an End Event element from the Object panel to the Process model:
Click the End Event object from one of the following sections:
Pinned Objects: The End Event object appears in the Pinned Objects section when it is pinned.
Follow these steps to add an End Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this End Event may be placed into the Process model.
After an End Event element is added to a Process model, you may replace it with a different ending Request event element:
Message End Event element
Error End Event element
Signal End Event element
Terminate End Event element
The selected End Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an End Event element with a different ending Request event element:
Select the End Event element to change to another ending Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the End Event element with its default settings and color.
The End Event element has the following panels that contain settings:
Configuration panel
Documentation 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 an End Event element:
Select the End Event element from the Process model in which to edit its name.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
In the Name setting, edit the selected element's name and then press Enter.
After a Request completes when an End Event element triggers, a Screen can display a summary of the completed Request. If a Process model has multiple End Event elements, then each End Event element can reference a different Screen to display a different summary.
For example, if an End Event element triggers from Lane 1 of a Pool element, then use a different Screen to display the Request summary than an End Event element that triggers from Lane 2.
When an End Event element is placed into a Process model, it is not configured to display a summary Screen when it triggers. Therefore, it must be configured.
If a Script Task element immediately precedes the End Event element, place a Form Task element preceding the End Event element, and then use the Display the Next Assigned Task to the Task Assignee setting to trigger the End Event element after the Form Task element.
Follow these steps to select the Screen that displays when an End element triggers:
Select the End Event element from the Process model in which to select the Screen that displays when that End Event element is triggered, thereby completing that Request.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Summary screen setting.
From the Summary screen drop-down menu, select the Screen that has been designed to display Request summaries if that End Event element triggers. This drop-down menu displays only Display-type Screens to display a message to the Request participant. Note that another End Event element located elsewhere in the Process model, such as another Pool or Lane element, may reference a different Screen to display Request summaries when it triggers.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.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 an End Event element:
Select the End Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
In the Node Identifier setting, edit the End 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, align, and configure Error End Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Error End Event element.
Add an Error End Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add an Error End Event element from the Object panel to the Process model:
Click the End Event object from one of the following sections:
Pinned Objects: The End Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
Follow these steps to add an Error End Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this End Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
After an Error End Event element is added to a Process model, you may replace it with a different ending Request event element:
End Event element
Message End Event element
Signal End Event element
Terminate End Event element
The selected Error End Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Error End Event element with a different ending Request event element:
Select the Error End Event element to change to another ending Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Error End Event element with its default settings and color.
The Error End Event element has the following panels that contain settings:
Configuration panel
Documentation 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 an Error End Event element:
Select the Error End Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
The Error End Event element uses an error name as a placeholder to record the Request error if an error occurs during the Request.
Follow these steps to edit the error name for an Error End Event element:
Select the Error End Event element from the Process model in which to configure its error name.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Error Name setting, edit the error name that the Error End Event element uses to record a Request error if one occurs during the Request.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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 an Error End Event element:
Select the Error End Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Node Identifier setting, edit the Error End 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, align, and configure Terminate End Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Terminate End Event element.
Add a Terminate End Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add a Terminate End Event element from the Object panel to the Process model:
Click the End Event object from one of the following sections:
Pinned Objects: The End Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
Follow these steps to add a Terminate End Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this End Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
After a Terminate End Event element is added to a Process model, you may replace it with a different ending Request event element:
End Event element
Message End Event element
Error End Event element
Signal End Event element
The selected Terminate End Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Terminate End Event element with a different ending Request event element:
Select the Terminate End Event element to change to another ending Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Terminate End Event element with its default settings and color.
The Terminate End Event element has the following panels that contain settings:
Configuration panel
Documentation 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 Terminate End Event element:
Select the Terminate End 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.
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.
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 Terminate End Event element:
Select the Terminate End Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Node Identifier setting, edit the Terminate End 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, align, and configure Signal End Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Signal End Event element.
Add a Signal End Event element from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects, which are easy accessible.
Follow these steps to add a Signal End Event element from the Object panel to the Process model:
Click the End Event object from one of the following sections:
Pinned Objects: The End Event object appears in the Pinned Objects section when it is pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
Follow these steps to add a Signal End Event element from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon to indicate this End Event may be placed into the Process model.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
After a Signal End Event element is added to a Process model, you may replace it with a different ending Request event element:
End Event element
Message End Event element
Error End Event element
Terminate End Event element
The selected Signal End Event element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Signal End Event element with a different ending Request event element:
Select the Signal End Event element to change to another ending Request event element. Available options display above the selected element.
Click Confirm. The new element replaces the Signal End Event element with its default settings and color.
The Signal End Event element has the following panels that contain settings:
Documentation 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 Signal End Event element:
Select the Signal End Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
A Signal End Event element broadcasts a specific Signal that contains part or all of its current Request data when it triggers to all elements throughout that ProcessMaker Platform instance listening for that Signal. The Signal End Event element triggers when its Request completes. The element that listens for the broadcast Signal does not need to be in the same Process model as the Signal End Event element. Select the Signal that this element broadcasts.
Follow these steps to select the Signal that the Signal End Event element broadcasts:
Select the Signal End Event element from the Process model in which to select the signal that it broadcasts.
Ensure that the Configuration panel displays. If not, show 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.
A Signal that corresponds with a User Signal must have the Signal ID value that corresponds with that User Signal's event. See What is a User Signal?. Ensure that the User Signal is enabled for use.
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.
Save your Process model. The new Signal is added to Signal Manager.
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.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Name setting, edit the name of the Signal as necessary.
Click Save.
Save your Process model. The name of the Signal also changes in Signal Manager.
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.
Ensure that the Configuration panel displays. If not, show it. 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.
Save your Process model. The Signal is also deleted from Signal Manager.
Configure the contents of the broadcasting Signal's payload when the Signal End Event element triggers:
Send no Request data in the Signal's payload, thereby sending no data. All elements configured to listen for the broadcasting Signal trigger, but no data from the Signal End Event element's Request can be referenced from the receiving element.
Send all current Request data in the Signal's payload.
Send the current value of a specified Request variable in the Signal's payload.
Follow these steps to select the contents of the Signal's payload that the Signal End Event element broadcasts:
Select the Signal End Event element from the Process model in which to select contents of the Signal's payload.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
From the Signal Payload drop-down menu, select one of the following options:
No Request Data: Select No Request Data to send no Request data in the Signal's payload.
All Request Data: Select All Request Data to send all current Request data in the Signal's payload.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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 Signal End Event element:
Select the Signal End Event element from the Process model in which to edit its identifier value.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
In the Node Identifier setting, edit the Signal End Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
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.
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
Data Connector connector
DocuSign connector
IDP connector
PDF Generator connector
Send Email connector
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 has the following panels that contain settings:
Configuration panel
Documentation 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 Error Event element from the Process model in which to edit its name.
In the Name setting, edit the selected element's name and then press Enter.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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.
Ensure that the Configuration panel displays. If not, show it. 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.
See Process Modeling Element Descriptions for a description of the Boundary Timer Event element.
Follow these steps to add a Boundary Timer Event element to the Process model:
Add one of the following Process model elements or connectors to your Process model in which to associate with the Boundary Timer Event element:
Form Task element
Manual Task element
Script Task element
Sub Process element
Actions By Email connector
Data Connector connector
DocuSign connector
IDP connector
PDF Generator connector
Send Email connector
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.
The Boundary Timer Event element has the following panels that contain settings:
Configuration panel
Timing Control panel
Advanced panel
Documentation 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.
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.
Ensure that the Configuration panel displays. If not, show it. 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.
Ensure that the Configuration panel displays. If not, show it. 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.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
Ensure that the Configuration panel displays. If not, show it. 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, copy, delete, change the color, and configure Boundary Message Event elements in your Process model.
Follow these steps to add a Boundary Message Event element to the Process model:
Add the following Process model element or connector to your Process model in which to associate with the Boundary Error Event element:
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 has the following panels that contain settings:
Configuration panel
Documentation 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 Message Event element:
Select the Boundary Message Event element from the Process model in which to edit its name.
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.
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.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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.
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.
Add, delete, change the color, and configure Boundary Conditional Event elements in your Process model.
Follow these steps to add a Boundary Conditional Event element to the Process model:
Add one of the following Process model elements or connectors to your Process model in which to associate with the Boundary Conditional Event element:
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.
The Boundary Conditional Event element has the following panels that contain settings:
Configuration panel
Advanced panel
Documentation 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.
In the Name setting, edit the selected element's name and then press Enter.
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 Sequence Flow element(s). Otherwise, workflow routes through the default scenario route.
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.
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.
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.
Ensure that the Configuration panel displays. If not, show it. 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.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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.
Follow these steps to add a Boundary Signal Event element to the Process model:
Add one of the following Process model elements or connectors to your Process model in which to associate with the Boundary Signal Event element:
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.
The Boundary Signal Event element has the following panels that contain settings:
Configuration panel
Documentation 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.
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.
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.
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.
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.
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.
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.
Follow these steps to edit the description for an element:
Select the element from the Process model in which to edit its description.
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.
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.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The End Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Message End Event option.
The Message End Event element displays.
Click the Elements drop-down menu, and then select the Message End Event option.
The Message End Event element displays.
Click the Elements icon. The Elements drop-down menu displays the ending Request event elements.
Select the element to replace the Message End Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
Expand the Configuration panel if it is not presently expanded, and then locate the Message Name 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.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The End Event object appears in the Object Category section when it is not pinned.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the End Event element cannot be placed outside of the Pool element.
Click the Elements icon. The Elements drop-down menu displays the ending Request event elements.
Select the element to replace the End Event element. The Change Type screen displays to confirm replacing the currently selected element.
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.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The End Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Error End Event option.
The Error End Event element displays.
Click the Elements drop-down menu, and then select the Error End Event option.
The Error End Event element displays.
Click the Elements icon. The Elements drop-down menu displays the ending Request event elements.
Select the element to replace the Error End Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
Expand the Configuration panel if it is not presently expanded, and then locate the Error Name 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.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The End Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Terminate End Event option.
The Terminate End Event element displays.
Click the Elements drop-down menu, and then select the Terminate End Event option.
The Terminate End Event element displays.
Click the Elements icon. The Elements drop-down menu displays the ending Request event elements.
Select the element to replace the Terminate End Event element. The Change Type screen displays to confirm replacing the currently selected element.
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.
Ensure that the Object panel is visible. If not, click the Add icon from the Object bar at the bottom.
Object Category: The End Event object appears in the Object Category section when it is not pinned.
Click the Elements drop-down menu, and then select the Signal End Event option.
The Signal End Event element displays.
Click the Elements drop-down menu, and then select the Signal End Event option.
The Signal End Event element displays.
Click the Elements icon. The Elements drop-down menu displays the ending Request event elements.
Select the element to replace the Signal End Event element. The Change Type screen displays to confirm replacing the currently selected element.
Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required 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.
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 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.
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.
Expand the Configuration panel if it is not presently expanded, and then locate the Signal Payload setting.
Specify Data Variable: Select Specify Data Variable to specify a Request variable's current value as the Signal's payload. The Request Variable setting displays. In the Request Variable setting, enter or edit the name of the Request variable to use its current value as the Signal's payload.
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.
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.
Ensure that the Configuration panel displays. If not, show it. 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.
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.
Ensure that the Configuration panel displays. If not, show it. 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.
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 Process Modeling Element Descriptions 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.
element
element
element
element
connector
connector
connector
connector
connector
connector
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.
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Ensure that the Configuration panel displays. If not, . 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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Interrupting setting.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
See Process Modeling Element Descriptions 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.
element
element
element
element
connector
connector
connector
connector
connector
connector
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.
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Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
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See to Specify Request Conditions That Trigger a Boundary Conditional Event Element.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 Process Modeling Element Descriptions 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.
element
element
element
element
connector
connector
connector
connector
connector
connector
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.
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Ensure that the Configuration panel displays. If not, . 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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Configuration panel if it is not presently expanded, and then locate the Interrupting setting.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 User Signal must have the Signal ID value that corresponds with that User Signal's event. See . .
. The new Signal is added to .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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 .
A Process's entered documentation displays by selecting the .
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
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.
Ensure that the Configuration panel displays. If not, . Panels to configure this element display.
Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.