The Process Designer allows defining process flows as the result of an event in an intuitive, graphical way. The Process Designer tab is located next to the UI Designer. By that, it follows the classic workflow of creating an application: First you design the screen of your application, followed by the definition of the workflow between these elements in the Process Designer.
By clicking on the Process Designer tab, you get to the Process Dashboard.
The Process Dashboard is divided into different user stories, which you can save individually, so it’s possible to work on it simultaneously with several people. After deploying the entire application in the UI Designer or Process Designer, all user stories are merged into one. If you save a user story in the Process Designer, the changes won’t be displayed in the preview as long as it is not deployed.
You can add a new story by dragging “Story” on the left into the middle. A pop-up appears to set a name, an external link and the link text for it and a story description. You can open multiple user stories at the same time. To switch between the user stories, simply switch between the tabs.
To edit or delete an existing user story, click on the equivalent icons. The stories are ordered alphabetically (or by number if you use them). It’s possible to sort the user stories in ascending or descending order. You can do this on the right with the appropriate icons.
By double-clicking on the whole tile or clicking on the edit icon, you will be forwarded to the Process Designer, where you can work on your user story.
|If another user is editing the user story, it is displayed by a small avatar image of the user in the user story tile. By mouse over such an avatar image, a tooltip with the user’s login name is displayed.|
Similarly, a small button in the upper left corner in the Process Designer itself displays users who are editing the same user story. The color of the button turns to red when another user starts editing the same user story. To view all editors, click on the button to open a pop-up.
It displays the avatar screen and the user’s login name. The colors depend on the user’s login name, so each user is given an individual color. The list of editors will always be up to date so you will get an instant response when someone starts editing the same user story.
You have the possibility to search within the Process Dashboard for occurrences of elements.
Therefore, switch between the live search for story names (frontend search) and the search for widgets, activities and data objects (backend search) in the Process Dashboard. While the search for story names continues to apply a live filter to the list of tiles, the search for activities needs to be explicitly confirmed by pressing the search button or pressing enter.
Note: Auto fields cannot be found by name, but only by the expression they represent.
|Live search for user story names|
|Search for activities|
As a result, all activities that match the search term are highlighted in green within Process Designer.
The main view of the Process Designer is split into three main sections:
- The selection of the building blocks on the left, namely Event, Logic, Action, Data Object and Module. The activities are subdivided again. You can see this in the subitems of this page.
- The drawing area in the center.
- On the right side, you can either see your user story, edit it and save it. Or you have also the possibility to configure your shapes on the right side.
|For a better understanding of the application creation, use the Process Documentation. You can open it in the Process Dashboard as well as in the Process Designer itself.|
|It opens a dialog, that displays a textual documentation of the application process in Markdown format.|
Dynamic Process Settings
The toolbar within the Process Designer gives you control of the appearance of your process.
|1||Grid resolution||This slider changes the size of the grid in combination with the “snap to grid” function (2), you have full control to properly align your process.|
|2||Snap to grid||When deactivating (click on the icon), you can freely move all activities.|
|3||Zoom||You can zoom out (left icon), zoom in (right icon) and reset the zoom with the icon in the middle.|
|4||Connection settings||You can choose between three types of connections:|
|5||Actions||With these icons, you can cut, copy, paste or delete shapes.|
Cut, Copy, Paste and Delete Shapes
You can cut, copy, paste and delete shapes within the Process Designer. Therefore you have to click on the appropriate icons on the top right of the canvas.
|Cut||With the left icon, you can cut your selected shapes from the canvas. So the shapes including connections and mappings of the configured shapes were copied and dropped.|
|Copy||With the second icon from the left, you can copy the selected shapes including the connections and mappings from the canvas.|
|Paste||With the third icon from the left, you can paste your copied (or cut) shapes including all connections and mappings. They appear slightly offset from the copied or cut shapes.|
|Delete||With the right icon, you can delete your selected shapes. You can also do this with the delete key on your keyboard.|
Visual Feedback for Process Errors
|If you have any errors in your process, you will receive feedback about that. Every error will be displayed within the process. The corresponding activity will be highlighted in red and a tooltip will be shown by hovering over it.|