Add a PM Block to Your Process Model

Add PM Blocks to your Process model that provide pre-built, focused functionality, including but not limited to connecting to custom third-party services.

Add a PM Block to Your Process Model

Permissions Required

Your user account or group membership must have the following permissions to configure an Actions By Email connector to the Process model unless your user account has the Make this user a Super Admin setting selected:

  • Processes: Edit Processes

  • Processes: View Processes

See the Process permissions or ask your Administrator for assistance.

Follow these steps to add a PM Block to the Process model:

  1. Ensure the following:

  2. Click the PM Blocks tab. All active PM Blocks in your organization display.

  3. Click the PM Block to add to the Process model. Its icon displays adjacent to the mouse icon to indicate this PM Block may be placed into the Process model.

  4. Click the location in the Process model to place this PM Block. If a Pool element is in your Process model, the Slack Notification connector cannot be placed outside of the Pool element.

Settings

The PM Block has the following panels that contain settings:

Configuration Panel Settings

Edit the PM Block Name

Follow these steps to edit a PM Block's name:

  1. Select the PM Block from the Process model in which to configure its settings.

  2. In the Name setting, edit the selected PM Block's name and then press Enter.

Loop Characteristics Panel Settings

Specify Characteristics to Perform Multiple Instances of the Task

Use the Loop Characteristics panel settings to specify how to perform multiple instances of this element. The following loop modes are available for this element:

  • No Loop Mode: Select the No Loop Mode option to perform this element's Task only once.

  • Loop: Select the Loop option to sequentially repeat this element's Task multiple times until an exit condition is True. This is useful when a Task should be performed multiple times with the same set of data, such as, processing a credit card payment. This loop mode has the following characteristics:

    • The element's Task is repeated until the exit condition is True or the maximum iterations limit is reached.

    • At any given time, only one instance of the Task is active. The subsequent instance does not begin until the current instance completes.

    • The same exit condition evaluates at the end of each instance; however, value(s) of the Request variable(s) used in the exit condition can change during an instance resulting in the exit condition to eventually evaluate as True.

    • If any one instance of that Task does not complete, workflow pauses.

    • All active instances are terminated if an interrupting boundary-type event element triggers.

  • Multi-instance (Parallel): Select the Multi-instance (Parallel) option to perform this element's Task multiple times in parallel a fixed number of times. This is useful when performing any action in bulk, such as sending an email to several people. This loop mode has the following characteristics:

    • Instances of the Task are governed by the size of an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this Task that each contains data from its respective array index.

    • All instances begin simultaneously when this element triggers; however, they perform their Task independently of each other.

    • The Task as a whole completes when all instances are complete.

    • The output from each instance can either be saved in the source Request variable or a new array-type Request variable.

    • All active instances terminate if an interrupting boundary-type event element triggers.

  • Multi-instance (Sequential): Select the Multi-instance (Sequential) option to perform this element's Task multiple times sequentially a fixed number of times or until an exit condition is True. This is useful when sequentially repeating a Task multiple times but with a different set of data each time. This loop mode has the following characteristics:

    • Instances of the Task are governed by the size an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this Task that each contains data from its respect array index.

    • At any given time, only one instance of the Task is active. The subsequent instance does not begin until the current instance completes.

    • At the end of each instance an exit condition evaluates and the loop activity halts if the exit condition is True.

    • The Task as a whole completes when all instances are complete.

    • The output from each instance can either be saved in the source Request variable or a new array-type Request variable.

    • All active instances terminate if an interrupting boundary-type event element triggers.

Permissions are required to do this.

‌Follow these steps to specify characteristics to perform multiple instances of the Task:‌

  1. Select the element from the Process model in which to specify multiple instance characteristics.

  2. Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.

  3. Expand the Loop Characteristics panel. The Loop Characteristics setting displays. By default, Loop Activity is set to No Loop Mode and the Task is performed only once.

  4. From the Loop Mode setting, select one of the following options to perform this element's Task more than once.

    • Loop: Select the Loop option. The settings for this loop mode display:

      Follow these steps:

      1. In the Maximum Iterations setting, enter an integer value representing the maximum number of times this Task should be performed.

      2. In the Exit Condition setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted.

    • Multi-instance (Parallel): Select the Multi-instance (Parallel) option. The settings for this loop mode display:

      Follow these steps:

      1. In the Request Variable Array setting, enter the name of an array-type Request Variable. The size of this array will determine how many times this loop iterates.

      2. In the Output Data Variable setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the Output Data Variable setting is not configured, then the output data replaces the source data in the Request Variable Array.

    • Multi-instance (Sequential): Select the Multi-instance (Sequential) option. The settings for this loop mode display:

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