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Process Modeler — Interacting with the Diagram tab

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Use the Diagram tab to:

To work more easily with a large flow diagram, temporarily hide the Explorer panel by clicking one of the toggle arrow icons in the portal's vertical divider. When you finish working with a large diagram, click the toggle arrow again and redisplay the navigation panel.

Diagram modes

When first opening a flow, the Diagram tab displays the flow in Process Modeler.

To review or change values in the Properties dialogs

You can change the flow structure itself — the layout of its shapes — by starting the Process Modeler.

You can edit many of the attributes of the flow and its shapes by updating the Properties dialog for that shape. In the dialog, you can create, review, or update the rules and properties for most shapes in a flow.

1. Do one of the following to open the Properties dialog:

2. When the Properties dialog appears, complete edits.

3. Click OK or click elsewhere on the canvas to save your edits and close the dialog.

If the flow is presented in read-only format, you can review, but not alter, the contents of the Properties panel.

Shape

Help for the Property dialog

AssignmentAssignment

Flow form — Editing assignment shape properties

Assignment ServiceAssignment Service

Flow form — Editing assignment service shape properties

Decision shape Decision

Flow form — Editing Decision shape properties

Connector

Flow form — Connectors and flow actions

EndEnd

Flow form — Editing End shape properties

Integrator shape Integrator

Flow form — Editing Integrator shape properties

Split For EachSplit For Each

Flow form — Editing the Split For Each shape properties

Split JoinSplit Join

Flow form — Editing the Split Join shape properties

Start shapeStart

Flow form — Editing the Start shape properties

SubprocessSubprocess

Flow form — Editing Subprocess shape properties

swimlaneSwimlane

Flow form — Editing Swimlane shapes

Utility Utility

Flow form — Editing Utility shape properties

Wait Flow form — Editing Wait shape properties

Smart Shapes

The Smart Shapes menu on the Flow Shapes palette provides a set of frequently-used, pre-configured utilities and subprocesses that you can easily add to your process flows. For information about how they work and descriptions of their properties, see Flow form −Process Modeler —Smart Shapes.

To access the principal rule associated with a shape

Right-click a shape and select from the context menu to access the rule that is most directly associated with that shape. If the shape references a rule that does not exist, the New dialog box appears and you can create the missing rule.

Shape

Right-click to open or create

AssignmentAssignment

The harness.

Assignment ServiceAssignment Service

The service rule.

 

Connector from Assignment

The flow action rule.

Decision shape Decision

The decision rule.

Integrator shape Integrator

The connector rule.

Split For EachSplit For Each

The flow to iterate.

Split JoinSplit Join

The first flow within the split.

Start shapeStart

For flows that have Creates a new work item? selected on the Process tab, the harness is used to enter a new work item.

SubprocessSubprocess

The flow that is called.

Utility Utility

The activity referenced in the shape.

Wait The harness.

To access Overlays

Use the Overlay drop-down menu to:

The metrics are displayed as overlays on the flow diagram view.

About the metrics overlays

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