Areas of the Processes module
Each opened process can be reached via its own tab at the head of the
workspace. Simply click on the tab to switch to a
different process.
All tabs and/or areas of the module can be closed with the
symbol and opened from the
View menu. You can also
move the tabs in your title via drag & drop.
Process properties
By double clicking on the tab at the head on the workspace the
properties dialog of the process will be opened.
Elements
To the left hand of the workspace you will find the
Elements
area. The elements that you will use to construct a process can be
selected here and then moved onto the workspace via drag &
drop.
The display of elements can be changed via the context menu.
Show Icons shows icons for the elements
Show Icons and Titles shows icons and titles of the elements
Show Icons and Description shows icons and descriptions
Select
Show categories view from the context menu to show or hide the upper area, which displays the elements in a categorized tree structure.
In the Search field, you can search for elements. If you click in the
upper area on an entry, the elements in the lower area will be filtered
depending on which group has been selected.
Snapshots
With the
Snapshots menu, an area will be shown in which the current process is shown in
specifically defined time intervals. Clicking on one of the snapshots restores the status of the
process at this point in time to the workspace.
Clicking on
Create new snapshot will record the process at the current point in time. From
the context menu, the snapshot can be created with a comment.
Open selected snapshot
opens the selected snapshot on the workspace. Clicking
Edit will open a dialog, in which the maximum number of created snapshots and the time intervals
between automatically created snapshots can be defined.
Workspace
In the middle you will find the workspace, on which all process
elements will be chained to a process. You can select the elements from
the
Elements area and assign them to a location on the workspace via drag & drop.
Process overview
To the right of the workspace, you will find the
Process Overview tab,
on which every element that you have created can be found in its
specific element category, in able to aid you in locating individual
elements. If you highlight the element here, it will also be marked on
the workspace.
Bird's eye view
On the
Bird's Eye view tab, you can find a miniature view of the
entire process diagram, and can navigate with a movable window to the
places on the workspace that you wish to see. Alternatively, you can
also navigate to a specific place by double-clicking on a specific
location. By using the context menu, you can change the zoom level of
the Bird's Eye view.
Search
The
Search in the lower area supports you in
finding process elements. In the list box several functions for the
search are available. The search string can be entered in the search
field on the left hand. Click on
Search to start the search
. Hits
will be output below the search field, and highlight the corresponding
element on the workspace when clicking on a hit.
Property
With this search properties which are set in the properties
dialog of an element can be found.
GUID: Definintion
A search will be performed for elements with the specified GUID in the
current process.
GUID: Usage (in all processes)
A search will be performed for a
GUID in the current process,
as well as in the published processes. In the results list, the search
results on the current process will be shown as usual. If the GUID is
found in other published processes as well, the title of the process in
which it is found will be shown in the search results in color.
A double click on one of the hits will open the corresponding process
on the workspace.
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Please note that in a process which is opened via a
search hit the search should be performed again for detailed search results.
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Title
With this search you can search for elements with the
specified title.
Description
With this search you can search for elements with the
specified description.
Hints
The
Hints tab will inform you of not completely
configured or unconnected elements on the workspace. You can recognize elements that
have not been completely configured with the
symbol.
Errors occurring while saving a process can have two causes. The first is when an email action
that has been configured for a data groups action was connected with a
data groups result handler, which in turn was configured for another
data group. The second cause could be if an application does not exist
in the portal, and its data groups are referenced by a process. The
warning in the message window will remain until the next time the
process is saved.
Details on an entry in the messages will be shown upon mouse contact in
a tooltip.