Getting Started with the Business Process Management Extension in the Desktop Application

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.

After executing one of the operations the Insert Object - parameters - Process dialog box opens. Enter name of the created process and change the automatically created identifier if required.

A new process will open in the Set Up Business Process dialog box in the edit mode.

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 process's context menu.

• Press F4.

After executing one of the operations the business process setup dialog box opens.

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 process's context menu.

• In the business process setup dialog box click the Go to Monitoring button on the Process ribbon tab.

After executing one of the operations the process monitoring window opens.

• Main menu. It contains commands to save and print process graphical scheme and to close the extension window, as well as the Legend button to open the legend panel. 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.

• Quick access toolbar. It contains a set of frequently used commands: Save, Print.

• Ribbon. It contains buttons located on tabs:

• Home. It is used to visually set up working area.

• Process. It is used to set up and start a process.

• Debug. It is used to disable process steps including calculation and approval steps.

• Process tree. It contains stages and steps of the process and also nested subprocesses as a tree.

• Working area. It is used to visually present elements of the process, subprocess and stage selected in the process tree.

• Status bar. It contains information about name and number of steps of the process, subprocess or stage selected in the process tree. Parameter values are displayed for the process step.

• Main menu. It contains commands for printing process graphic scheme and for closing monitoring window.

• Quick access toolbar. It contains a set of frequently used commands: Print.

• Ribbon. It contains buttons located on tabs:

• Home. It is used to visually set up working area.

• Process. It is used to finish or reject process steps, stop or restart the whole process.

• Process tree. It contains all running process instances. A process instance is a process started with specific parameter values.

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.

• Working area. It is used to visually present elements of the process, subprocess and stage selected in the process tree. The working area uses color indication to display status of stages and steps execution of the process instance selected in the tree, gateway type and condition status of group of steps.

Clicking the Show Log button displays in the working area the stages or steps execution log of the process instance selected in the tree. It is available only in the desktop application.

• Start Parameters. The area contains values of start parameters, name of the manager who started the process, start date and time.

NOTE. If start parameters were not selected or deactivated, one process without parameters is started.

• Status bar. It contains information about name and number of steps of the process, subprocess or stage selected in the process tree. Parameter values are displayed for the process step.