Create a Process

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Organizer > Process Automation >

Create a Process

The foundation of a process consists of what BPMN calls, a number of lanes.

•Lane - Describes who is executing a specific set of tasks. It can be an organization, a department, a role, or any other group of participants.

•Sub-lane - A lane can be divided into several sub-lanes.

 

1.In the WorkflowStudio window, select the Create tab.

2.Select Process and press Place object or double-click. A dialog opens.

3.In the Process tab, set a Name for the process. You can also set ID and Description to add information about the process.

The description is not shown anywhere in the process but can be used for internal information.

You can decide whether a process should be selectable in task templates in Organizer. When you create a new process, it is set to be selectable by default, but this can be changed.

1.In the drop-down menu for Selectable for task template, select No.

4.In the Lanes tab, decide how you want to handle the swimlanes of the process. Lanes represents the participants of the process. When creating the process, two swimlanes are created as default, Unit A and Unit B. The units can be changed or deleted.

The swimlanes will be seen as an illustration in the process window. The number of rows will steer how big the swimlane will be in the process. When the name of the lane is long, the number of rows needs to be higher for the name to fit in the lane in the drawing.

oCreate a new lane:

a.Press the Create new lane icon .

b.Add a Name and optionally a Description.

The lane will be linked to the inbox if the name is written exactly as the inbox name.

c.Press OK.

oCreate a new sub-lane:

a.Select the lane you want to set as the parent lane.

b.Press the Create new sub lane icon .

c.Add a Name and optionally a Description.

d.Press OK.

oDelete a swimlane:

a.Select the lane you want to delete.

b.Press the Delete object icon .

c.Press OK.

5.Press OK to create the process.

The attribute form for a process displays:

•Created by - Username of the logged-in user who created the process.

•Created at - Date when the process was created.

•Published by - Username of the user who published the process.

•Published - Date when the process was published.

•Depublished by - Username of the user who depublished the process.

•Depublished - Date when the process was depublished.

 

Find placement tools

In Workflow Studio, placement tools are organized into the Processes, Activities, Gateways, Events, Connections, and Data groups. You can use the filter to find a tool.

 

1. Select Place > Object.... The Create panel opens.

2. Enter all or part of the tool’s name in the Filter... field above the list. The list is filtered as you type. You can also enter a group name to display the tools in that group.

3. Double-click the tool you want to use. Placement starts.

Clear the text in the filter field to display the full list again. The filter is not case-sensitive.