Configure a PM Block
Build the configuration settings that Process Designers use to implement how each instance of a PM Block functions.
Overview
Configuring a PM Block involves building the configuration settings that Process Designers use to implement how each instance of that PM Block functions. The configuration settings are built in Process Modeler are separate from the PM Block's functional design.
Configuring a PM Block involves the following:
Package and Permissions Required
Furthermore, your user account or group membership must have the following permissions to configure a PM Block unless your user account has the Make this user a Super Admin setting selected:
PM Blocks: Edit PM Blocks
PM Blocks: View PM Blocks
Specify General Configuration Settings for a PM Block
Follow these steps to configure general settings for a PM Block:
Edit the following information about the PM Block as necessary:
In the Name setting, edit the name for the PM Block. This name must be unique from other PM Blocks. This is a required setting.
In the Description setting, edit the description of the PM Block. This description displays below the name of the PM Block from the PM Blocks page. This is a required setting.
From the Icon setting, select a different icon from the default. By default, PM Blocks use the Cube icon. This is a required setting.
From the Author setting, edit the name of the user who created the PM Block. This is a required setting.
From the Version setting, enter the version of the PM Block. This is a required setting.
From the Status drop-down menu, select the status for this PM Block:
Active: Select the Active status to make this PM Block available for Process Designers to use in their Process models. This PM Block becomes available from the PM Blocks tab in Process Modeler's left-side panel.
Inactive: Select the Inactive status to make this PM Block unavailable for Process Designers to use in their Process models. The Inactive status does not affect Processes that already implement this PM Block.
Do one of the following:
Click Save.
Build the Configuration Settings for a PM Block
As part of configuring a PM Block, build its settings. Process Designers will enter values into these settings when configuring each instance of this PM Block in their Process models designed in Process Modeler. These PM Block settings display in Process Modeler's Configuration panel.
PM Block configuration settings may be composed of any of the following control types:
Reference the Value of a PM Block Setting as a Designer
As a Process Designer using a PM Block in your Process, follow these guidelines to reference the setting value of a PM Block during Requests of your Process:
Locate the PM Block setting in the Configuration panel from which to get its value during Requests.
Note its Variable Name setting value.
{{ _parent.config.VariableName }}
The _parent
JSON key references Request data outside of that PM Block.
Follow these steps to build the Configuration panel settings for a PM Block:
Click the Labels tab. The Panel Configuration page displays.
The left pane displays control types from which to drag onto the canvas on the right side of that pane.
Place into the canvas the controls with which to configure your PM Block. Use the controls similarly to Screen Builder by dragging and placing a control into the order to display the settings in the Configuration panel within Process Modeler. Provide helper text for each control to instruct the Process Designer how to configure each setting in your PM Block for use in a Process model. See the settings for the following control types:
Do one of the following:
Click Save.
Specify Block Environment Variables for a PM Block
See the following sections:
View Block Environment Variables for a PM Block
Follow these steps to specify Block Environment Variables for a PM Block:
Click the Environment Variables tab. The Block Environment Variables page displays.
The PM Block Global Settings page displays all global settings configured for this PM Block in tabular format:
Setting: The Setting column displays the Block Environment Variable name that is the custom setting.
Configuration: The Configuration column displays how the Block Environment Variable is configured.
Do one of the following:
Add a Block Environment Variable to a PM Block
Follow these steps to specify a Block Environment Variable for a PM Block:
Click the Edit Fields button, and then click the Add Field button. The Add Field screen displays.
In the Field Label setting, enter the label that displays for this Block Environment Variable. The Field Label setting displays in the Setting column. This is a required setting.
In the Helper Text setting, enter text that provides information about this setting. The Helper Text setting displays below the Field Label value in the Settings column. This is a required setting.
From the Select if this value holds sensitive data checkbox, select to mask the data for this Block Environment Variable to prevent it from being displayed or copied. Use this setting when this Block Environment Variable may contain personal information, authentication information, or other data to keep private.
Click Add. The new Block Environment Variable displays in the Block Environment Variables page.
The PM Block has the following naming structure: PMB_EnvironmentVariableName_PMBlockName_uniqueID, where
PMB: "PMB" is an acronym for PM Block.
EnvironmentVariableName: This is the name of the Block Environment Variable.
PMBlockName: This is the name of the PM Block.
UniqueID: This is a unique ID automatically assigned to the Block Environment Variable.
Click the Done button from the Block Environment Variables page when all Block Environment Variables are configured properly.
Do one of the following:
Click Save.
Related Topics
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