A process can be edited in the Set Up Business Process dialog box. On editing the process, stages or steps are added or deleted and the execution order also changes.
A step wizard is used to edit the specific step.
The following operations are available when editing a process:
The following operations are available on editing working area settings:
To rename a process, execute one of the operations:
Double-click the process name in the working area.
Select the Edit Title context menu item.
Select process name and press F2.
The Rename Process dialog box opens:
To save changes, click the OK button, to cancel changes, click the Cancel button.
To rename a stage, execute one of the operations:
Double-click the stage name in the working area.
Select the Rename context menu item.
Select process name and press F2.
The Rename Stage dialog box opens:
To save changes, click the OK button, to cancel changes, click the Cancel button.
To edit a step, double-click its name in the working area. The step wizard opens. Make necessary changes on the wizard pages, to save changes click the Finish button.
To copy and paste process step or stage:
Select the block to copy in the working area or in the process tree.
Click the Copy button on the Process ribbon tab or select the same context menu item. The following operations become available on the toolbar and in the context menu: Paste and Cut.
Select the block, after which the copied block must be pasted, in the working area or in the process tree.
Click the Paste button or select the same context menu item. The name of the pasted block will have the (Copy) suffix:
NOTE. The stage is copied with all its steps.
If the initial block must be deleted after copying, click the Cut button.
If required, edit copied blocks by double-clicking the block name or using context menu items.
To save changes, click the button on the quick access toolbar or select the Business Process > Save main menu item. To undo changes, close the window without saving changes.
NOTE. The standard shortcut keys are available for copy, paste and cut operations: Copy - CTRL+C, Paste - CTRL+V, Cut - CTRL+X.
To change process steps or stages order:
Select the stage or step in the working area or in the process tree.
Click the Move Up or Move Down button on the Process ribbon tab.
Select the same context menu items.
To move element up, press CTRL+UP or CTRL+LEFT, to move it down - CTRL+DOWN or CTRL+RIGHT.
NOTE. On moving steps, step number changes automatically: it increases or decreases by one.
On moving steps, their sequential or parallel execution is taken into account. If two steps were executed in parallel, then on changing order within stage, parallel execution will be replaced by sequential and inversely. To move step to another stage, firstly, the step becomes parallel, then - sequential.
To delete stage or step:
Select the stage or step in the working area or in the process tree.
Click the 
Delete button on the Process ribbon tab.
Select the Delete context menu item.
Press the DELETE key.
NOTE. Before a stage or step is deleted, the dialog box opens to confirm deletion.
To save process changes, click the button on the quick access toolbar or select the Business Process > Save main menu item.
To enable or disable the step, select it in the working area and change step state using the Step is Enabled command on the Debug ribbon tab:
The Enable All Calculation Steps and Enable All Approval Steps commands enable all disabled steps of corresponding types.
The Disable All Calculation Steps and Disable All Approval Steps commands disable all enabled steps of corresponding types.
To enable or disable the step, the user can also select or deselect the Step is Enabled checkbox in the process step's context menu.
The disabled step is highlighted with gray color, and the Skip step status is set. For example, the step used in the process (left) and the step excluded from the process (right):
To view process properties, including its objects, use the Properties context menu item. The Object Properties dialog box opens:
The Consists Of tab displays all objects that are included in the current process.
The Included In tab displays all processes, to which the current process is included, for example:
For example, properties of the L1. Creating Insurance Expenses Budget process:
To view objects included in the process, select the object and click the Go to Object button.
To change working area zoom, use the Zoom group of buttons on the Home tab:
Select Zoom. The zoom percent can be selected in the list or set manually.
100 %. It returns working area zoom to 100%.
Adapt. Adapts working area size to fit the opened window size.
To visually set up the working area, use the Tools group of buttons on the Home tab:
Pointer. Pointer mode is used to select working area elements.
Hand. Hand mode is used to manage working area elements layout.
See also: