Pool and Lane Elements

Add, resize, delete, and configure Pool and Lane elements in your Process model.

Don't Know What a Pool Element Is?

See Process Modeling Element Descriptions for a description of the Pool element.

Permissions Required

Your user account or group membership must have the following permissions to configure a Pool or Lane element in the Process model unless your user account has the Make this user a Super Admin setting selected:

  • Processes: Edit Processes

  • Processes: View Processes

See the Process permissions or ask your Administrator for assistance.

Add a Pool Element to the Process Model

Add a Pool element from one of the following locations in Process Modeler:

  • Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and PM Blocks which may be added to the Process model.

  • Objects bar: The Objects bar is at the bottom of the Process Modeler canvas. This bar contains pinned Process model objects which are easily accessible to add to the Process model.

Follow these steps to add a Pool element from the Explorer panel to the Process model:

  1. Locate the Pool object category from one of the following locations in the Explorer panel:

    • Pinned Objects: The Pool object category displays from the Pinned Objects section when it is pinned. This element type is not pinned by default.

    • Object Category: The Pool object category displays from the Object Category section when it is not pinned.

  2. Its icon displays adjacent to the mouse icon to indicate this element type may be placed into the Process model.

After the element is placed into the Process model, you may adjust its location in the following ways:

Elements Placed Into a Pool Element Cannot Be Moved Out of It

If a non-Pool element is placed into a Pool element, that element cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places that element inside the Pool element closest to where you attempt to move it.

Deleting a Pool Element Also Deletes All Elements Within It

When a Pool element is deleted, all elements within it are also deleted. If you want to keep the elements within a Pool element, you must add those elements outside of the Pool element prior to deleting the Pool element.

If you accidentally delete a Pool element with other elements you want to keep, then click the Undo button.

Resize a Pool Element

Follow these steps to resize a Pool element:

  1. Select the Pool element from the Process model to resize. Anchors display on each corner of the Pool element.

Change a Pool Element's Color

See Change a Process Model Object's Color.

Copy a Pool Element

See Copy Elements and Connectors into the Clipboard.

Clone a Pool Element

See Clone Elements and Connectors Without the Clipboard.

Delete a Pool Element

See Delete Elements and Connectors.

Pool Element Settings

The Pool element has the following panels that contain settings:

Configuration Panel Settings

Edit the Element Name

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 Pool element:

  1. Select the Pool element from the Process model in which to edit its name.

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

Documentation Panel Settings

Edit the Element's Description Displayed in Process Documentation

If the Documentation package is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.

A Process's entered documentation displays by selecting the View Documentation icon for that Process.

Package Required

The Documentation package must be installed to view or edit the documentation for a Process element. Use the Documentation package to view documentation for Processes that includes an image of the Process map and entered description of its elements and connectors.

Follow these steps to edit the description for an element:

  1. Select the element from the Process model in which to edit its description.

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

  3. Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:

      1. Select the required text from the Rich Text control.

      2. In the URL setting, enter the destination URL.

      3. In the Text to display setting, edit or enter the text displayed in the Rich Text control.

      4. In the Title setting, enter the text to display when a user hovers over the displayed text.

      5. 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.

      1. In the Source setting, enter a URL for the image.

      2. In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.

      3. In the Width setting, enter the maximum width for the image.

      4. In the Height setting, enter the maximum height for the image.

      5. 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.

Advanced Panel Settings

Edit the Node's Identifier Value

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 Pool element:

  1. Select the Pool element from the Process model in which to edit its identifier value.

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

  3. In the Node Identifier setting, edit the Pool element's identifier to a unique value from all nodes in the Process model and then press Enter.

Add a Lane Element to a Pool Element

Don't Know What a Lane Element Is?

See Process Modeling Element Descriptions for a description of the Lane element.

Follow these steps to add a Lane element to a Pool element:

  1. Click the Pool element from the Process model into which to add a Lane element. Icons to add a Lane to a Pool element display.

  2. Do one of the following:

Resize a Lane Element

Follow these steps to resize a Lane element:

  1. Click one of the anchors on the Lane element, hold your cursor, and then adjust the size of the Lane element in the Pool element. If the Lane element contains elements within it prior to resizing, the Lane element only resizes to contain all elements within it. The Pool element automatically adjusts to the width of the resized Lane element so far as all elements contained within the Pool element remain contained in it. Pool elements can be resized separately.

Change a Lane Element's Color

See Change a Process Model Object's Color.

Copy a Lane Element in a Lane Element

See Copy Elements and Connectors into the Clipboard.

Clone a Lane Element in a Lane Element

See Clone Elements and Connectors Without the Clipboard.

Delete a Lane Element from a Pool Element

See Delete Elements and Connectors.

Lane Element Settings

The Lane element has the following panels that contain settings:

Configuration Panel Settings

Edit the Element Name

An element name is a human-readable reference for a Process element.

Follow these steps to enter or edit the name for a Lane element:

  1. Select the Lane element from the Process model in which to edit its name.

  2. In the Name setting, enter or edit the selected element's name and then press Enter.

Documentation Panel Settings

Edit the Element's Description Displayed in Process Documentation

If the Documentation package is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.

A Process's entered documentation displays by selecting the View Documentation icon for that Process.

Package Required

The Documentation package must be installed to view or edit the documentation for a Process element. Use the Documentation package to view documentation for Processes that includes an image of the Process map and entered description of its elements and connectors.

Follow these steps to edit the description for an element:

  1. Select the element from the Process model in which to edit its description.

  2. Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:

      1. Select the required text from the Rich Text control.

      2. In the URL setting, enter the destination URL.

      3. In the Text to display setting, edit or enter the text displayed in the Rich Text control.

      4. In the Title setting, enter the text to display when a user hovers over the displayed text.

      5. 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.

      1. In the Source setting, enter a URL for the image.

      2. In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.

      3. In the Width setting, enter the maximum width for the image.

      4. In the Height setting, enter the maximum height for the image.

      5. 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.

Advanced Panel Settings

Edit the Node's Identifier Value

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.

All identifier values for all nodes in the Process model must be unique.

Follow these steps to edit the identifier value for a Lane element:

  1. Select the Lane element from the Process model in which to edit its identifier value.

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

  3. In the Node Identifier setting, edit the Lane element's identifier to a unique value from all nodes in the Process model and then press Enter.

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