Flow form
Basics of editing with the Discovery Map view  

When you display the Discovery Map view on the Diagram tab, the following toolbar buttons are displayed.

Button	Description
	Open the Properties panel for the selected step.
	Delete the selected step.
	Turn on or turn off the display of likelihood percentage on connectors in the displayed process.
or	Turn on or turn off draft mode. While the flow is in draft mode it is known as a flow model, and you can reference rules and flow actions that are not yet defined. You can save and run a flow in draft mode in systems where the production level is set to a value less than 5. See About System Settings Rules. Applications created with the Application Express tool have an internal property (pzIsPrototypeMode) set to true. When you save a flow model while your current application has its pzIsPrototypeMode set to true, the system automatically performs certain actions, including creating and regenerating rules. See About the Application Express tool.
	View and edit the process using the Discovery Map view.
	View and edit the process using the Process Modeler. After you save a process flow using the Process Modeler, you will only be able to edit the flow with Process Modeler. See Process Modeler basics
	Displayed only if you can view and edit the flow using Visio. If the flow was previously edited and saved using Process Modeler, this button no longer appears on the toolbar.

The presentation of a process in the Discovery Map view consists of simple, colored rectangles.

In the Discovery Map view presentation of the process:

• Each rectangle corresponds to a step in the process.
• The primary path of the process runs from left to right on the top row.
• Subprocesses run from top to bottom below a step in the primary path.
• Alternate paths can be added to the primary path as well as to subprocesses. Double lines between steps indicate alternate paths.
• You can associate specifications and requirements with a step. Usually you associate these with a step to describe how that step should be implemented. The step displays if it has an associated specification.
• The color of a rectangle and the symbols on it (if any) are based on the type of step it is. The step's type is set in its associated specification properties. (You set the step's type using the Properties panel.) When you add a new step, its default step type is Human-Based Step, and its border is green.
• You can specify technical properties for each step. Typically, these properties associate implementation-related elements with a step (such as the data transform to apply at that process step).
• Each rectangle displays a label (also called the step name). Typically, you enter a label that reflects the name of the process step (for example, Select Software). When you add a new step in the Discovery Map view, the system uses Step Name as the label by default. If you add a new step under a step in the primary path, the system uses the primary path's step as the label for the new step.

Relationship of shapes in the Discovery Map view to Process Modeler and Visio

Even though the rectangles displayed for a process in the Discovery Map view generally have corresponding shapes when viewing the process flow in the other editors (Process Modeler and Visio), some process shapes available in the Process Modeler or Visio do not have a corresponding shape in the Discovery Map view. For example, the Decision shape used in the Process Modeler and Visio does not have a corresponding representation in the Discovery Map view.

The following table shows which shapes available in the Process Modeler and Visio modes are represented by shapes in the Discovery Map view.

Shape in Process Modeler/Visio	Corresponding Discovery Map view shape (step)
Connector — Flow action	Human-Based step Uses the name of the flow action as the step name.
Integration	Integration
Subprocess	Subprocess
Utility	Automated step

Descriptions of the Discovery Map view shapes

Shapes have colored borders and icons that reflect the type of process step they represent. To change a step's type, right-click the step and select Properties to open its Properties panel and change the Type field in its specification properties.

Shape	Description
	Represents a Human Based Step in the business process. Typically, the displayed step name on the shape reflects the name of the associated specification (if any), or — if the flow was previously created using Process Modeler or Visio and has no associated specification — the corresponding flow action. When you add a new step, the system uses Step Name as a default, which you can update.
	This shape displays a icon and represents a Subprocess step in the process. When viewing a starting process, the subprocess's steps are displayed below this shape. Click the icon to display only the subprocess's steps in the Discovery Map view. A link to the containing process is displayed, and you can click that link to re-display the containing process. When viewing a flow has been previously edited in Visio or Process Modeler, the step displays one of the following icons according to its corresponding flow shape: A indicates that the step represents a Split For Each shape. A indicates that the step represents a Split Join shape. A indicates that the step represents a Spin Off shape.
	This shape displays the icon and represents an Integration step in the process.
	This step displays the icon and represents an Automated Step in the process.

When editing a process in the Discovery Map view, you usually do the following for each step:

1. Place it within the process flow.
2. Give it a name.
3. Enter detailed information about the step — such as its specification and technical information — using the Properties panel.

Steps can be added, deleted and moved within the Discovery Map view, as long as the view is not in read-only mode or the flow is in a locked RuleSet. See section Understanding Locks and Read-Only Status below.

To add a step

Do one of the following actions:

• Click Add New Step.
• Use your arrow keys to move focus to the Add New Step location, and then press Enter.
• Right-click a step and select Add New Primary Step or Add New Alternate Step from the menu.

When you add a new step under an existing step, the system updates the existing step to a Subprocess step.

To give a name to a step

For a new step, click the default Step Name label and enter a new name. For an existing step, click its displayed label and edit it.

To reorder steps

Move steps to other parts in the process by clicking them, and then dragging and dropping them to the new locations.

To delete a step

Do one of the following actions:

• Select the step and click on the toolbar.
• Select the step and press the Delete key on your keyboard.
• Right-click the step and select Delete from the menu.

To review or update detailed information for a step

When the Discovery Map view is in read-only mode, you can only review the step's associated information while it is presented in the Discovery Map view. You cannot update the information when the Discovery Map view is in read-only mode.

1. Open the Properties panel for the step using one of the following methods:
   • Double-click the step.
   • Select the step, and then click on the toolbar.
   • Right-click the step and select Properties from the menu.

   In the Properties panel, you can switch between accessing specification information and technical properties using the link in the upper right hand corner of the panel. The fields and controls available in the Properties panel are described below in this help topic. In the Properties panel, the system displays the fields and controls that are appropriate for the shape according to its step type.

2. When you have completed reviewing or updating the information in the Properties panel, click OK to save the information.

Use the Properties panel to define information and specify technical details for a process step. A link in the upper right hand corner of the panel is used to switch between access to the fields and controls for the step's specification and the fields and controls for its technical properties.

In the Properties Panel, you can:

• View and optionally update the step's name.
• View and optionally update detailed information about the step's associated specification (including any requirements associated with that specification).
• View and optionally update values for the technical properties for the step.

When updates in this window are saved, the underlying Application Specification is updated.

Some fields in the Properties panel reference rules (such as Application Requirements). When an underline appears under a name as the cursor rolls over it, you can select that name to open the underlying rule form.

To save updates made in the Properties panel, click OK; to cancel, click Cancel.

Field	Description
Step Name	Descriptive text label for the process step. The system displays this label on the step's shape when it is presented in the Discovery Map view.
Switch to Technical Properties >> Switch to Specification Properties >>	Use these links to toggle between viewing the specification-related properties and the technical ones. When you click the link, the lower portion of the Properties panel refreshes to display the appropriate fields and controls.
Specification Properties	Use the fields and tabs in this section to provide specification-related information for the step. For detailed information about the fields and controls used in these tabs, see Working with specifications.
Technical Properties	Use the tabs, and the fields and controls on each tab, to provide technical information for the process step. In addition to the Status tab, the system displays the tabs (and the tab's fields and controls) that are appropriate according to the process step's type and its corresponding Process Modeler or Visio flow shape. For example, because a Human-Based step corresponds to a Flow Action shape in Process Modeler and Visio, in addition to the Status tab, the system displays: Flow Action tab (with Likelihood and Audit Note fields) Set Properties tab (with Set Properties and Apply Data Transform controls and their associated fields)

Technical Properties — Human-based step

Tabs	Description
Flow Action	Audit Note — Optional. Specify the name of a Rule-Message rule to control the text of an instances added to the work item history (the 'audit trail') when the process completes this step. PRPC includes a few dozen standard messages in the Work- class. (Through field value rules, the corresponding text on work item history displays can be localized.) Alternatively, enter a brief text phrase between double quotes.
Set Properties	Set Properties — Select to specify a set of properties and their values optionally indicate how you want to set properties for work items as this process step is performed. You can set properties explicitly or apply a data transform rule. To set properties explicitly, click Set Properties: In the Name field, use the SmartPrompt to identify a target property reference. At runtime, at this step of the process, the system sets the value of this property to the value specified in the Value (next) field. In the Value field, enter a literal value or property reference for the property whose value is copied to the target. Don't use this feature to set pyStatusWork to a resolved value. Use the Status tab to set the work item's status. To apply a data transform (formerly known as a 'model') for setting multiple properties, click Apply Data Transform. Use the SmartPrompt to select the data transform. The data transform you select may accept input parameters that will appear in the box below. Supply a value for each parameter.
Status	Work Status — Optional. Specify the status for the work item at this process step. The selected status updates .pyStatusWork.

Technical Properties — Subprocess

Tab	Description
Subprocess	See the Complete the Subprocess tab section of the Editing the Subprocess shape properties help topic.
Status	See the Completing the Status tab section of the Editing the Subprocess shape properties help topic.
Tickets	See the Complete the Tickets tab section of the Editing the Subprocess shape properties help topic.

Technical Properties — Integrator step

Tab	Description
Integrator	See the descriptions of fields with the same names in the Completing the Integrator tab section of the Integrator shape help topic.
Status	See the descriptions of fields with the same names in the Completing the Status tab section of the Integrator shape help topic.
Tickets	See the descriptions of fields with the same names in the Completing the Tickets tab section of the Integrator shape help topic.

Technical Properties — Utility step

Tab	Description
Utility	See the descriptions of fields with the same names in the Completing the Utility tab section of the Utility shape help topic.
Status	See the descriptions of fields with the same names in the Completing the Status tab section of the Utility shape help topic.
Tickets	See the descriptions of fields with the same names in the Completing the Tickets tab section of the Utility shape help topic.

The Discovery Map becomes read only in certain circumstances:

• When you add, delete, or move a connector or shape in the Process Modeler, even you don't save.

  In the event that you wish to edit in the Discovery Map view, but you have made one of these changes in Process Modeler, do a refresh of the rule form. Even though upon doing the refresh you will lose changes that you did not save, you are able to edit in the Discovery Map view after refreshing the rule form.

• When the flow is a Visio flow. A Visio flow is always be Read Only in the Discovery Map.

The process remains editable in the Discovery Map view when:

• You reference a read-only subprocess in the Discovery Map view.
• In the Process Modeler, you edit only names, flow actions, rules or other aspects of the flow that do not affect the physical layout.