Back Forward Flow rules
Completing the New Form

 About Flow rules

Flow rules have two key parts. To complete the New form:

Field

Description
Type

Select Flow from the Process category.
Applies To

For a starter flow rule, enter a class that derives from the Work- base class as the first key part.

For a flow rule that is to be started from a Flow shape (Flow) Split-ForEach shape (Split for Each), or a spin-off shape (Split/Join shape), you can identify a class derived from the Data- or Embed- class.

The classes you can enter here may depend on the RuleSet you select. On the Restrictions tab of the Class form, a class rule may limit rules applying to that class to those that belong to one of an explicit list of RuleSets.

Flow Type

Enter a name for this flow as the second key part. Begin the name with a letter and follow the rules for an identifier, but do not include dash or underscore characters. See How to enter identifiers.

Template  
Use Template

Optional. Leave blank to create a flow rule using the Visio stencil you identified as your default preference. To review or change this default stencil, select Edit > Preferences item review the Stencil field in the Edit preferences group.

For special cases, choose a template rule to provide a starting set of shapes and capabilities for the new flow rule:

Template

Description
Classic Creates a flow rule using V4/5.2 shapes. These differ only in appearance from the standard shapes introduced in V5.3.
BPMN Creates a flow rule using Business Process Modeling Notation and terminology.
CrossFunction Creates a flow rule consisting entirely of tasks performed by two or more distinct organization units in one division. See Flow Form — Editing in Visio — Swim Lanes.
PolicyOverride Creates a flow rule to support policy override reviews. This flow calls the standard flow named FinishPolicyOverride as a final task.
ScreenFlowBPMN Creates a screen flow rule using Business Process Modeling Notation and terminology.
ScreenFlowClassic Creates a screen flow rule — a sequence of assignments for one or a set of users that involves no automated processing tasks. Special restrictions apply; see Flow Form — Editing in Visio — Screen Flow Rules.
ScreenFlowStandard Creates a screen flow rule using the Process Commander 5.3 shapes.
ScreenFlowStandardTabbed Creates a screen flow rule using the Process Commander 5.3 shapes and the tabbed work object forms.
Standard Uses 5.3 shapes.

For general information about the New form, see Completing the New rule dialog box. For general information on the Save As form, see How to enter rule keys using Save As.

Rule resolution

Full rule resolution applies to flow rules. When searching for flow rules, the system:

Definitions BPMN, policy override capability, screen flow
Related topics Developer portal — Setting preferences

zzz About Flow rules