Create a New PM Block

Create a new PM Block, a reusable Process Modeler object that serves a specific purpose or function, which any Process Designer may place into a Process model with no prior technical skills.

Create a New PM Block

Package Required

The PM Blocks package must be installed.

Permissions Required

Your user account or group membership must have the following permissions to create a new PM Block unless your user account has the Make this user a Super Admin setting selected:

• PM Blocks: Create PM Blocks

• PM Blocks: View PM Blocks

See the PM Blocks permissions or ask your Administrator for assistance.

Follow these steps to create a new PM Block:

1. Create a new Process in any of the following ways:

   • Create from a blank Process.

   • Create using natural language to automatically design a Process.

   PM Blocks cannot be created from Process Templates.

2. In Process Modeler, design and/or configure the Process model using BPMN elements and connectors to meet your PM Block's functionality.

3. Publish the Process model.

4. View your active Processes.

5. Click the ellipses icon, and then select the Save As PM Block option. The Publish PM Block screen displays.

   

   Publish PM Block screen from which to save a Process as a PM Block
6. From the PM Block Name setting, enter a name for the PM Block. This name must be unique from other PM Blocks. This is a required setting.

7. In the Description setting, enter a description of the PM Block. This description displays below the name of the PM Block from the PM Blocks page. This is a required setting.

8. From the Icon setting, choose an icon from the default icon if necessary. Do one of the following:

   • Select an icon: From the Icon setting, select a different icon from the default. By default, PM Blocks use the Cube icon.

   • Upload a custom icon: Click the Upload Custom Icon icon, and then locate the icon to represent your PM Block. The icon must not be larger than two (2) kilobytes or the following message displays below the Icon setting: The custom icon file is too large. File size must be less than 2KB..

9. From the Author setting, enter the name of the user who created the PM Block.

10. From the Version setting, enter the version of the PM Block.

11. From the Category drop-down menu, select one or more PM Block Categories to associate with this PM Block. In doing so, PM Block Categories may be sorted from the PM Blocks page. To remove a PM Block Category that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. This is a required setting.
12. Click Publish. The following message displays: PM Block successfully created. The PM Block displays in the PM Blocks page.

13. Configure the PM Block.

Related Topics

pageManage PM Block CategoriespageView PM BlockspageImport a PM BlockpageSearch for a PM BlockpageEdit a PM BlockpageConfigure a PM BlockpageArchive a PM BlockpageRestore a PM BlockpageExport a PM Block