The Process Designer enables defining process flows as the result of an event in an intuitive, graphical way.
The tab for it is located next to the (UI) Designer.
By that, it follows the classic workflow of creating an application: First, you design the user interface for the application, followed by the definition of the workflow between these elements in the Process Designer.
By clicking on the tab Process, you get to the Process Dashboard.
The Process Dashboard is divided into different user stories that can be saved individually, so it is possible to work on it simultaneously with several people.
To add a new user story, drag Story (on the left) into the middle. It opens a pop-up to define the Story Name (mandatory), set an External link with the Link text and define a Story Description.
Edit or delete an existing user story with the equivalent icons. The user stories are ordered alphabetically (or by number – if used). You can sort the user stories in ascending or descending order with the icons on the right.
By double clicking on the whole tile of a user story or clicking on the edit icon, you are forwarded to the Process Designer to work on the currently 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.
It is possible to search within the Process Dashboard for elements.
You can search for General, Activities and elements In Mappings.
Note: Auto Fields cannot be found by name, only by the expression they represent.
|Live search for user story names|
|Search for activities|
As result, all activities that match the search term are highlighted in green within the Process Designer.
The main view of the Process Designer is split into three main sections:
- The selection of the building blocks on the left: Event, Logic, Action, Data Object and Module. The activities are subdivided again. Take a look at the subitems of this page for more details.
- The drawing area in the center.
- On the right side, you can see the current user story, edit and save it. In addition, you can configure the current selected shape.
|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.
The description of the user stories as well as of the shapes are added into the documentation automatically. So make sure to use the description whereever possible.
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.|