Optimize Your Process

Optimize workflow in your Process model by visually evaluating its workflow through its Sequence Flow elements without assigning Task recipients.

Overview

Use the Process Optimization package to validate how your Process model routes through its Sequence Flow elements. The Process Optimization package extends basic BPMN 2.0 validation to validate whether all workflows routes are viable, including connectors that do not apply to BPMN 2.0 validation.

The Process Optimization package integrates into Process Modeler to visually validate the workflow in your Process model. Use visual validation to evaluate if workflow can potentially complete routing through all elements and/or connectors in your Process model. The Process Optimization package has the following features:

  • Click the Check Flow button in the bottom bar of Process Modeler to automatically view how workflow routes in your Process model. Process Modeler validates workflow throughout your Process model, and then displays each possible workflow route results in separate sections. Process Modeler validates workflow based on the default Sequence Flow elements and/or conditions set to those Sequence Flow elements throughout the Process model.

  • Tasks need not be assigned to users/groups nor Sequence Flow elements configured with routing conditions.

  • Each possible workflow is color-coded to indicate the following about each workflow route:

    • Green: Green-colored sections indicate that this workflow can complete as designed.

    • Yellow: Yellow-colored sections indicate that this workflow contains elements and/or connectors that are not triggered by that workflow's route. Workflow may not trigger any End Event type element to complete a simulated Request.

    • Red: Red-colored sections indicate that this workflow contains elements and/or connectors that are never triggered.

Validate Process Workflow

Package Required

The Process Optimization package must be installed to visually validate the workflow in your Process model.

Permissions Required

Your user account or group membership must have the following permissions to validate workflow 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.

Follow these steps to validate workflow routes through a Process model:

  1. Click the Check Flow button in the bottom bar. Process Modeler automatically evaluates how workflow routes in your Process model, and then displays each possible workflow route results in separate sections that are color-coded to indicate the following about each workflow route:

    • Green: Green-colored sections indicate that this workflow can complete as designed.

    • Yellow: Yellow-colored sections indicate that this workflow contains elements and/or connectors that are not triggered by that workflow's route. Workflow may not trigger any End Event type element to complete a simulated Request.

    • Red: Red-colored sections indicate that this workflow contains elements and/or connectors that are never triggered.

  2. Do any of the following:

    • Hover over each node ID in an expanded section to see that element/connector highlighted in your Process model.

  3. Click the Check Flow button again to hide the visual validation results.

What is Process Modeling?Process Modeling Element DescriptionsProcess Modeling Best PracticesModel Your Process Using BPMN 2.0 ElementsAdd Connectors to Your Process ModelAdd a PM Block to Your Process ModelPin an Element or ConnectorShow Configuration Settings for an Element, Connector, or PM BlockCustomize the Appearance of an Element, Connector, or PM BlockCopy Elements, Connectors, and/or PM Blocks into the ClipboardClone Elements, Connectors, and/or PM Blocks Without the ClipboardSelect Multiple Process Model Elements, Connectors, and/or PM BlocksAlign and Distribute Process Model Elements, Connectors, and/or PM BlocksDelete Elements, Connectors and/or PM BlocksUndo and Redo Changes in Your Process ModelNavigate Around Your Process ModelDiscard Changes to Your Process ModelClose Process Modeler with Your Saved ChangesPublish Your Process ModelValidate Your Process is BPMN 2.0 CompliantProcess Optimization Package

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