Getting Started with the Business Process Management Extension

To get started with the extension, create a new or open the existing ready process.

To create a new process in the object navigator execute one of the operations:

Click the New Object > User Objects > Process button in the Create group on the Home ribbon tab.
Select the Create > User Objects > Process item in the object navigator's context menu.

The Insert Object - Parameters - Process dialog box opens after executing one of the operations. Enter name of created process and change automatically create identifier if required. New process will be opened in the Setting Up Business Process dialog box in the edit mode.

NOTE. A new process can be created only in the desktop application. Already created processes are displayed in the web application.

To open ready process for edit in the object navigator select the process and execute one of the operations:

Click the Edit button in the Open group on the Home ribbon tab.
Select the Edit item in the object navigator's context menu.
Press F4.

After executing one of the operations, the Set Up Business Process dialog box opens.

NOTE. Opening a ready process for edit is available only in the desktop application.

To open a ready process for view and monitor process steps execution:

In the object navigator select the process and execute one of the operations:

Click the Open button in the Open group on the Home ribbon tab.
Select the Open item in the selected process's context menu.
Double-click the selected process.

In the Set Up Business Process dialog box click the Go to Monitoring button on the Process ribbon tab on editing the process in the desktop application.

After executing one of the operations, the Process Monitoring window opens in the desktop application. A new page with process monitoring opens in the web application.

NOTE. The list of main menu items in the Set Up Business Process dialog box differs from the list of items in the Process Monitoring in the desktop and web applications.

On clicking the Legend button, the working area displays legend panel of symbols in use, color indications of process steps execution statuses, types of links between groups of steps and condition statuses. By default the button is released and the panel is not displayed.

NOTE. The quick access toolbar is displayed only in the desktop application. The process can be saved only in the Set Up Business Process dialog box.

NOTE. In the web application, the Process tab is displayed as Processes: Action.

NOTE. The Debug tab is available only in the Set Up Business Process window in the desktop application.

The process tree uses characters and color indication to display type and status of process instance stage or step execution.Process tree layout can be set up: show or hide process start parameters, subprocesses steps and executed subprocesses steps.

NOTE. The start parameters are displayed only in the Process Monitoring window. If start parameters are not selected or deactivated, then one process without parameters is started.