Configure Intermediate-type Event elements in your Process model.
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Add, copy, delete, change the color, align, and configure Intermediate Conditional Catch Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Intermediate Conditional Catch Event element.
Your user account or group membership must have the following permissions to configure an Intermediate Conditional Catch Event 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 an Intermediate Conditional Catch Event 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 an Intermediate Conditional Catch Event element from the Explorer panel to the Process model:
Locate the Intermediate Event object category from one of the following locations in the Explorer panel:
Pinned Objects: The Intermediate Event object category displays from the Pinned Objects section when it is pinned. This element type is pinned by default.
Object Category: The Intermediate Event object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type 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 Intermediate Conditional Catch Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Conditional Catch Event element from the Objects bar to the Process model:
Click the Intermediate Event object category's icon, and then click the Intermediate Conditional Catch Event element. This element's 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:
Move the element by dragging it to a new location.
Select the element with other elements and/or connectors, and then move them collectively by dragging them to new locations in relation to one another.
Align and/or distribute the element in relation to other selected elements and/or connectors.
Moving an Intermediate Conditional Catch Event element has the following limitations in regards to the following Process model elements:
Pool element: If the Intermediate Conditional Catch Event element is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Intermediate Conditional Catch Event element inside the Pool element closest to where you attempt to move it.
Lane element: If the Intermediate Conditional Catch Event element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Intermediate Conditional Catch Event element cannot be moved outside of the Pool element.
See Change a Process Model Object's Color.
After an Intermediate Signal Catch Event element is added to a Process model, you may replace it with a different intermediate Request event element:
Intermediate Timer Event element
Intermediate Signal Catch Event element
Intermediate Signal Throw Event element
Intermediate Message Catch Event element
Intermediate Message Throw Event 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.
See Copy Elements and Connectors into the Clipboard.
See Clone Elements and Connectors Without the Clipboard.
See Delete Elements and Connectors.
The Intermediate Conditional Catch Event element has the following panels that contain settings:
Documentation panel (available when the Documentation package is installed)
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.
See Expression Syntax Components to Specify Request Conditions That Trigger a Conditional Start Event Element.
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.
Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.
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 Expression Syntax Components to Specify Request Conditions That Trigger a Conditional Start Event Element.
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.
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:
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 Intermediate Signal Catch Event element:
Select the Intermediate Conditional Catch 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 Intermediate Conditional Catch Event element's identifier to a unique value from all nodes in the Process model and then press Enter.
Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Click the Intermediate Event object category.
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 Intermediate Event object category is pinned to the Objects bar. If not, pin it.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Intermediate Conditional Catch Event element cannot be placed outside of the Pool 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, 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.
Add, copy, delete, change the color, align, and configure Intermediate Timer Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Intermediate Timer Event element.
Your user account or group membership must have the following permissions to configure an Intermediate Timer Event 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 an Intermediate Timer Event 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 an Intermediate Timer Event element from the Explorer panel to the Process model:
Locate the Intermediate Event object category from one of the following locations in the Explorer panel:
Pinned Objects: The Intermediate Event object category displays from the Pinned Objects section when it is pinned. This element type is pinned by default.
Object Category: The Intermediate Event object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type may be placed into the Process model.
Follow these steps to add an Intermediate Timer Event element from the Objects bar to the Process model:
object category
Click the Intermediate Event object category's icon. This object's 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:
Move the element by dragging it to a new location.
Select the element with other elements and/or connectors, and then move them collectively by dragging them to new locations in relation to one another.
Align and/or distribute the element in relation to other selected elements and/or connectors.
Moving an Intermediate Timer Event element has the following limitations in regards to the following Process model elements:
Pool element: If the Intermediate Timer Event element is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Intermediate Timer Event element inside the Pool element closest to where you attempt to move it.
Lane element: If the Intermediate Timer Event element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Intermediate Timer Event element cannot be moved outside of the Pool element.
After an Intermediate Timer Event element is added to a Process model, you may replace it with a different intermediate Request event element:
Intermediate Signal Catch Event element
Intermediate Signal Throw Event element
Intermediate Message Catch Event element
Intermediate Message Throw Event 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.
See Change a Process Model Object's Color.
See Copy Elements and Connectors into the Clipboard.
See Clone Elements and Connectors Without the Clipboard.
See Delete Elements and Connectors.
The Intermediate Timer Event element has the following panels that contain settings:
Configuration panel
Timing Control panel
Documentation panel (available when the Documentation package is installed)
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.
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.
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.
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:
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
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.
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:
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 Intermediate Timer Event element:
Select the Intermediate 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.
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 Message Catch Event elements in your Process model.
See Process Modeling Element Descriptions for a description of the Intermediate Message Catch Event element.
Your user account or group membership must have the following permissions to configure an Intermediate Message Catch Event 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 an Intermediate Message Catch Event 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 an Intermediate Message Catch Event element from the Explorer panel to the Process model:
Locate the Intermediate Event object category from one of the following locations in the Explorer panel:
Pinned Objects: The Intermediate Event object category displays from the Pinned Objects section when it is pinned. This element type is pinned by default.
Object Category: The Intermediate Event object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type 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 Intermediate Message Catch Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Message Catch Event element from the Objects bar to the Process model:
Click the Intermediate Event object category's icon, and then click the Intermediate Message Catch Event element. This element's 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:
Move the element by dragging it to a new location.
Select the element with other elements and/or connectors, and then move them collectively by dragging them to new locations in relation to one another.
Align and/or distribute the element in relation to other selected elements and/or connectors.
Moving an Intermediate Message Catch Event element has the following limitations in regards to the following Process model elements:
Pool element: If the Intermediate Message Catch Event element is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Intermediate Message Catch Event element inside the Pool element closest to where you attempt to move it.
Lane element: If the Intermediate Message Catch Event element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Intermediate Message Catch Event element cannot be moved outside of the Pool element.
After an Intermediate Message Catch Event element is added to a Process model, you may replace it with a different intermediate Request event element:
Intermediate Timer Event element
Intermediate Signal Catch Event element
Intermediate Signal Throw Event element
Intermediate Message Throw Event 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.
See Change a Process Model Object's Color.
See Copy Elements and Connectors into the Clipboard.
See Clone Elements and Connectors Without the Clipboard.
See Delete Elements and Connectors.
The Intermediate Message Catch Event element has the following panels that contain settings:
Configuration panel
Documentation panel (available when the Documentation package is installed)
Vocabularies panel (available when the Vocabularies package is installed)
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.
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.
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.
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 Intermediate Message Throw Event element or End Event element triggers the Intermediate Message Catch Event element.
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.
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:
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.
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.
Use a Vocabulary on an Intermediate Message Catch Event element to validate Request data complies with the Vocabulary's JSON schema. See What is a Vocabulary? for more information.
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.
One or more Vocabularies must be created to your ProcessMaker Platform instance before assigning a Vocabulary. See Create a New Vocabulary. Multiple Vocabularies can be assigned to a Start Event element.
The Vocabularies package must be installed to assign which Vocabularies validate Request data at an Intermediate Message Catch Event element. Use the Vocabularies package to maintain uniform JSON schemas across all assets in your organization. These assets include Processes, Screens, and Scripts.
A Vocabulary is a JSON schema. The JSON schema describes the data objects, types, and structure that you want in both a machine and human readable format. Apply one or more Vocabularies to your Processes and/or specific BPMN 2.0 elements in your Process models to ensure the JSON data model in Request data complies with the data structure outlined in the JSON schema that you need to meet regulatory specifications or ensure Request data contains required information.
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.
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 in your ProcessMaker Platform instance, 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 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.
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 Intermediate Message 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 Signal Throw Event elements in your Process model.
Your user account or group membership must have the following permissions to configure an Intermediate Signal Throw Event 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
Add an Intermediate Signal Throw Event element from one of the following locations in Process Modeler:
Follow these steps to add an Intermediate Signal Throw Event element from the Explorer panel to the Process model:
Locate the Intermediate Event object category from one of the following locations in the Explorer panel:
Object Category: The Intermediate Event object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type 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 Intermediate Signal Throw Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Signal Throw Event element from the Objects bar to the Process model:
Click the Intermediate Event object category's icon, and then click the Intermediate Signal Throw Event element. This element's 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:
Move the element by dragging it to a new location.
Moving an Intermediate Signal Throw Event element has the following limitations in regards to the following Process model elements:
Lane element: If the Intermediate Signal Throw Event element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Intermediate Signal Throw Event element cannot be moved 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
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.
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 Message Throw Event elements in your Process model.
Your user account or group membership must have the following permissions to configure an Intermediate Message Throw Event 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
Add an Intermediate Message Throw Event element from one of the following locations in Process Modeler:
Follow these steps to add an Intermediate Message Throw Event element from the Explorer panel to the Process model:
Locate the Intermediate Event object category from one of the following locations in the Explorer panel:
Object Category: The Intermediate Event object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type 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 Intermediate Message Throw Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Message Throw Event element from the Objects bar to the Process model:
Click the Intermediate Event object category's icon, and then click the Intermediate Message Throw Event element. This element's 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:
Move the element by dragging it to a new location.
Moving an Intermediate Message Throw Event element has the following limitations in regards to the following Process model elements:
Lane element: If the Intermediate Message Throw Event element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Intermediate Message Throw Event element cannot be moved 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
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.
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.
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 Signal Catch Event elements in your Process model.
Your user account or group membership must have the following permissions to configure an Intermediate Signal Catch Event 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
Add an Intermediate Signal Catch Event element from one of the following locations in Process Modeler:
Follow these steps to add an Intermediate Signal Catch Event element from the Explorer panel to the Process model:
Locate the Intermediate Event object category from one of the following locations in the Explorer panel:
Object Category: The Intermediate Event object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type 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 Intermediate Signal Catch Event element cannot be placed outside of the Pool element.
Follow these steps to add an Intermediate Signal Catch Event element from the Objects bar to the Process model:
Click the Intermediate Event object category's icon, and then click the Intermediate Signal Catch Event element. This element's 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:
Move the element by dragging it to a new location.
Moving an Intermediate Signal Catch Event element has the following limitations in regards to the following Process model elements:
Lane element: If the Intermediate Signal Catch Event element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Intermediate Signal Catch Event element cannot be moved 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
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.
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.
Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Click the Intermediate Event object category.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Intermediate Timer 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 Intermediate Timer Event element cannot be placed outside of the Pool 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.
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.
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 Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Click the Intermediate Event object category.
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 Intermediate Event object category is pinned to the Objects bar. If not, pin it.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Intermediate Message Catch Event element cannot be placed outside of the Pool 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.
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.
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.
Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and 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 Process model objects which are easily accessible to add to the Process model.
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Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Pinned Objects: The Intermediate Event object category displays from the Pinned Objects section when it is . This element type is pinned by default.
Click the Intermediate Event object category.
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 Intermediate Event object category is pinned to the Objects bar. If not, it.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Intermediate Signal Throw Event element cannot be placed outside of the Pool element.
, and then move them collectively by dragging them to new locations in relation to one another.
and/or the element in relation to other selected elements and/or .
Pool element: If the Intermediate Signal Throw Event element is inside of a element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Intermediate Signal Throw Event element inside the Pool element closest to where you attempt to move it.
After an Intermediate Signal Throw Event element is , you may replace it with a different intermediate 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.
See .
See .
See .
See .
Documentation panel (available when the is installed)
.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
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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 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 must have the Signal ID value that corresponds with that User Signal's event. See . .
. The new Signal is added to .
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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 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.
If the 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 .
The must be installed to view or edit the documentation for a Process element. Use the Documentation package to that includes an image of the Process map and entered description of its and .
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 for a description of the element.
See the permissions or ask your Administrator for assistance.
Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and 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 Process model objects which are easily accessible to add to the Process model.
.
Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Pinned Objects: The Intermediate Event object category displays from the Pinned Objects section when it is . This element type is pinned by default.
Click the Intermediate Event object category.
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 Intermediate Event object category is pinned to the Objects bar. If not, it.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Intermediate Message Throw Event element cannot be placed outside of the Pool element.
, and then move them collectively by dragging them to new locations in relation to one another.
and/or the element in relation to other selected elements and/or .
Pool element: If the Intermediate Message Throw Event element is inside of a element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Intermediate Message Throw Event element inside the Pool element closest to where you attempt to move it.
After an Intermediate Message Throw Event element is , you may replace it with a different intermediate 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.
See .
See .
See .
See .
Documentation panel (available when the is installed)
.
Ensure that the Configuration panel displays. If not, . The Name setting displays. This is a required setting.
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 element or an element listens for a message, it references the Intermediate Message Throw Event element's message name.
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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 Message Name setting.
If the 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 .
The must be installed to view or edit the documentation for a Process element. Use the Documentation package to that includes an image of the Process map and entered description of its and .
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 for a description of the element.
See the permissions or ask your Administrator for assistance.
Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and 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 Process model objects which are easily accessible to add to the Process model.
.
Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
Pinned Objects: The Intermediate Event object category displays from the Pinned Objects section when it is . This element type is pinned by default.
Click the Intermediate Event object category.
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 Intermediate Event object category is pinned to the Objects bar. If not, it.
Click the location in the Process model to place this element. If a Pool element is in your Process model, the Intermediate Signal Catch Event element cannot be placed outside of the Pool element.
, and then move them collectively by dragging them to new locations in relation to one another.
and/or the element in relation to other selected elements and/or .
Pool element: If the Intermediate Signal Catch Event element is inside of a element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Intermediate Signal Catch Event element inside the Pool element closest to where you attempt to move it.
After an Intermediate Signal Catch Event element is , you may replace it with a different intermediate 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.
See .
See .
See .
See .
Documentation panel (available when the is installed)
.
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 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.
.
.
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.
.
If the 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 .
The must be installed to view or edit the documentation for a Process element. Use the Documentation package to that includes an image of the Process map and entered description of its and .
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.