Working with specifications in Process Modeler and Case Designer

 

You can add, update, remove, or replace specifications that are associated with Process Modeler shapes and flows, or with steps on the Case Designer Stages & Processes tab, or with shapes in Process Outline.

Accessing specifications

Access the dialogs and fields in which you manage specifications as described here.

Creating specifications

The methods for creating specifications are described here.

Creating specifications in Process Modeler

To create specifications for Process Modeler shapes:

  1. Open the shape’s properties panel.
  2. Enter a name in the Specification field. If you replace the default shape name (for example, [Assignment]), the name appears in the field.
  3. Enter a description in the rich text editor. Optionally, select Specification Actions > View/Edit in Microsoft Word to create the specification in a Word document.
  4. Click OK to create the specification.

To create a flow-wide specification:

  1. Open the Flow Properties panel
  2. Either keep or update the default specification name (<flow name>_EntireFlow).
  3. Enter a description in the rich text editor or in a Word document.
  4. Click Save & Close to create the specification.

Creating specifications in Process Outline

To create a specification in the Process Outline:

  1. On the tree, select the shape to display its properties.
  2. Enter a name in the Specification field. If you edit the shape's default name on the tree, the system updates the shape name and enters the name in the field.
  3. Enter a description in the rich text editor. Optionally, select Specification Actions > View/Edit in Microsoft Word to create the specification in a Word document.
  4. Click the Save button on the Case Designer tool bar to create the specification.

Creating specifications in a stage step

When creating a specification to a step in the Stages & Processes tab, do the following:

  1. In the Step Configuration dialog, enter a description in the rich text editor. Optionally, select Specification Actions > View/Edit in Microsoft Word to create the specification in a Word document

    By default, the specification name uses the step name and cannot be edited. You can use an existing specification by selecting
  1. Click OK to create the specification.

About the new specification record

The system creates a specification record in the flow's application, case type, and RuleSet version. The Specification value you entered is used for the specification record's name and concatenated for the Name key part.

  • To update the default specification properties, select the shape, open the properties panel and select Specification Actions > View full details to open the record.
  • Adding existing specifications

    Open the

    1. Leave the Specification field blank.
    2. Select Specification Actions > Choose another specification.
    3. In the pop-up field, use autocomplete to select one in your current or a built-on application. The specification list is organized into four columns. From left to right, the row displays the specification's short description, Name key part, case type, and application.
    4. Click OK or Save to add the specification.

    Managing specifications

    After you have added a specification to a shape, in addition to the description editor options, the following options appear in the Specification Actions menu.

    Locked and referenced specifications

    The Specialize button appears at the top of the panel if either the process containing the shape or the specification associated with the shape is referenced from a built-on application. Click the button to copy the process or specification into the current application.

    The Copy button appears if the specification is locked because it is in a locked RuleSet version or is checked out. Click the button to create a copy in an unlocked RuleSet version.

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