In this article:

Renaming Process

Renaming Stage/Step

Editing Step

Changing Step Startup Option: Manual/Automatic

Copying and Pasting Step or Stage

Changing Step or Stage Order

Deleting Stage or Step

Saving Process

Enabling and Disabling Step

Viewing Process Properties

Editing Process

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 specific step can be edited by means of the parameters panel in the web application or the step wizard in the desktop application.

The following operations are available when editing a process:

Renaming Process

To rename a process:

The Rename Process dialog box opens, in which set a new process name:

Renaming Stage/Step

To rename a stage/step:

NOTE. Step name can also be changed on editing step.

Editing Step

To edit a step:

NOTE. The step can be edited using context menu items.

Changing Step Startup Option: Manual/Automatic

To change step startup option:

NOTE. Changing step startup option via context menu is available only for steps with manual and automatic execution, for example, Calculation and Subprocess Call. For steps that have only automatic or only manual startup mode, the command is unavailable.

Copying and Pasting Step or Stage

Copying and pasting a process step or stage is available only in the desktop application.

To copy and paste process step or stage:

  1. Select the block to copy in the working area or in the process tree.

  2. Click the Copy button on the Process ribbon tab or select the same context menu item. The Paste operation becomes available on the toolbar and in the context menu.

  3. Select the block, after which the copied block must be pasted, in the working area or in the process tree.

  4. 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.

  1. If the initial block must be deleted after copying, click the Cut button.

  2. If required, edit copied blocks by double-clicking the block name or using context menu items.

  3. 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. For copy, paste and cut operations, the standard shortcuts are available: CTRL+C, CTRL+V, CTRL+X.

After executing the operations, the process step or stage is copied and pasted.

Changing Step or Stage Order

To reorder process steps or stages:

NOTE. When 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.  When moving the step to another stage, the parallel gateway is used by default.

After executing the operations the stage or step order is changed.

Deleting Stage or Step

To delete stage or step:

  1. Select the stage or step in the working area or in the process tree.

  2. Execute one of the operations:

NOTE. Before a stage or step is deleted, the dialog box opens to confirm deletion.

After executing the operations the selected stage or step is deleted.

Saving Process

To save the created process or make changes to the process:

NOTE. To save intermediate result, one can save the process with steps containing incorrect and/or partial settings.

Enabling and Disabling Step

To enable or disable a step in the process:

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.

NOTE. The step execution can also be enabled or disabled using the Step is Enabled context menu item.

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):

Viewing Process Properties

Viewing process properties is available only in the desktop application.

To view process properties, including its objects, use the Process Properties context menu item. The Object Properties dialog box opens:

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.

See also:

Building Process | Starting Process Execution