Process outline view

The Process Outline feature enables you to configure the processes and shape properties represented by the stages and steps on the Case Designer Stages & Processes tab. To switch to this view, hover your mouse pointer beneath the last step in a stage and click the Configure process detail link.

For case types that are process-based (do not employ a stage-based design), click a process tile to open the flow in Process Outline.

The display is divided into two areas. On the left, a tree shows the Process Modeler shapes, which represent the steps in a stage. The workspace on the right shows either a shape's property panel or a process diagram (depending upon the type of step).

Step tree

A top node indicates the step's process. Indented nodes show the shapes used in the process.

• A Flow shape with sub-nodes indicates a multi-step process.
• An Assignment shape with no sub-nodes indicates a single-step assignment.
• A Create a Case shape with no sub-nodes indicates a create case utility.
• A Flow shape with an Approval Flow sub-node indicates an approval process.

Click a Flow shape to display the flow record in Process Modeler.

Click an Assignment or Create shape to open its property panel in the workspace. These shapes bypass the flow rule.

Step tree actions

You can use perform the following actions in the tree:

• Convert a Single-Step Assignment, Case, or Approval step to a Multi-Step Process. Right click the Assignment, Create a Case, or Approval Flow shape, select Expand and Add, and select a shape from the menu list. The system automatically displays the new shape's properties panel to the right of the tree. The assignment or utility appear as a node under the Flow shape. Click the Flow shape to display the process in Process Modeler. The system adds Start and End shapes, and connectors. By default, the original shape connects to the Start shape and to the new shape, which is also connected to the End shape. The
• Edit a shape label that appears here and in the Process Modeler diagram, click a label and make your updates in the text box.
• Add a shape to a Multi-Step, Case, Approval process. Under a Flow shape, right click a shape and select Add Shape > [shape]. The new properties panel appears to the right of the tree. Click the Flow shape to display the process. The system adds the new shape after the shape you selected on the tree, and draws connectors between the shapes.
• Remove a shape from a Multi-Step Process. Right click a shape under a Flow shape and select Remove. The system redraws the connectors between the existing shapes. If you remove all shapes leaving only an Assignment, Create a Case utility, or an Approval flow, the Flow shape disappears.
  

Start and End shapes do not appear in the outline tree.

Working with processes

When you select a Flow shape, its Process Modeler diagram appears enabling you to configure the process without going to its flow rule. This diagram provides most of the design capabilities available on the flow rule's Diagram tab. See Process Modeler — Interacting with the Diagram tab. As a best practice make your updates in the Process Overview diagram rather than the one on the flow rule. Use the flow rule to access settings such as flow parameters, pages and classes, security, and so on.

If a flow is in a built-on application or framework and you want to update the process, click the Specialize button to copy the flow to the case type in your current application.

When you have completed your edits:

• Use the Save As link to create a copy in a locked RuleSet version in your application.
• Click the Save button on the landing page header.
  

Return to the Stages & Processes tab (before or after saving the flow) by clicking the Back to stages button. For process-based case types, click the Back to Process button.

Displaying Assignment properties on the Process Outline tree

You can display a shape's properties by selecting the shape on the Process Outline tree. In this view, an Assignment shape contains settings for building a user form consisting of a flow action, section, and data properties. This functionality is not available when you open the shape's panel in a diagram on a flow rule Diagram tab. See Process Modeler — Editing Assignment shapes.

Navigating between stages

To move between stages in Process Outline view, click the chevrons above the work area.

Remember to save or reject your edits by before you switch stages.

About Case Type rules About the Case Manager portal Process and Rules category — Case Management Gallery

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