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ChapterNameExcerpt
Designer Panel Overviewhide_panels
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MultiExcerptNamehide_panels

You can hide panels that you do not currently need. The icons of hidden panels are displayed in the right upper corner.

Designer Panel Overviewrearrange_panel_tabicons
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MultiExcerptNamerearrange_panel_tab

Use drag&drop to rearrange panels.

You can move panels to already existing columns. The new panel is then shown as a new tab.

Designer Panel Overviewrearrange_panel_new
icons

The following icons represent the corresponding panel:

  • Image Added Attributes Panel
  • Image Added Library Panel

  • Image Added Objects Panel

  • Image AddedOverview Panel

  • Image Added Search Panel

  • Image Added Styling Panel

  • Image Added Validation Panel

Multiexcerpt
MultiExcerptNamerearrange_panel_new

You can also arrange the panels individually.

The dashed frame indicates the new position of the panel.

Designer Panel Overviewpanelpanels_general_iconsdescription
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MultiExcerptNamepanelpanels_general_iconsdescription

The following icons represent the corresponding panel:Designer panels are displayed on the left and right side of the canvas and support the user during modeling.

Designer Panel Overviewrearrange_panel_new
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MultiExcerptNamerearrange_panel_new

You can also arrange the panels individually.

The dashed frame indicates the new position of the panel.

  • Image Removed Attributes Panel
  • Image Removed Library Panel

  • Image Removed Objects Panel

  • Image RemovedOverview Panel

  • Image Removed Search Panel

  • Image Removed Styling Panel

  • Image Removed Validation Panel

    Designer Panel Overviewpanelsrearrange_generalpanel_descriptiontab
    Multiexcerpt
    MultiExcerptNamerearrange_panel_tab

    Use drag&drop to rearrange panels.

    panels_general_description

    The Designer panels are displayed on the left and right side of the canvas and support the user during modelingYou can move panels to already existing columns. The new panel is then shown as a new tab.

    Designer Panel Overviewsearch_panel
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    MultiExcerptNamesearch_panel

    The Search panel helps you to find objects on the canvas. Enter your search term in the box.

    • Use icon to reset the search box.
    Designer Panel Overviewsearch_panel_bpmn
    Multiexcerpt
    MultiExcerptNamesearch_panel_bpmn

    Click on a match in the list to focus the element on the canvas. This applies to elements on the BPMN Canvas...

    Designer Panel Overviewsearch_panel_execution
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    MultiExcerptNamesearch_panel_execution

    ... as well as to elements on the Execution Canvas.

    Designer Panel Overviewsearch_panel_hit_list
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    MultiExcerptNamesearch_panel_hit_list

    Enter your search term in the box. The results are displayed in a hit list below.

    The list displays the results in the following sections:

    • Objects
    • Execution Variables - Persisted
    • Execution Variables - Local
    • Execution Steps
    Designer Panel Overviewshow_panels
    Multiexcerpt
    MultiExcerptNameshow_panels

    To show a hidden panel again, click on its icon. Hover over an icon to show the name of the corresponding panel.

    Designer Panel Overviewuse_attribute_panel
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    MultiExcerptNameuse_attribute_panel
    Info

    Use the Attributes Panel to edit the attributes or to display them on the canvas.

    Managing Projectsbpmn_created
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    MultiExcerptNamebpmn_created

    The new BPMN model is created and a new tab opens where you can directly start to model. If you switch back to the explorer tab, the new BPMN model is also displayed in the tree.

    Managing Projectscreate_bpmn
    Multiexcerpt
    MultiExcerptNamecreate_bpmn

    Enter a name for the BPMN model in the pop-up window Create New Model. Click Save.

    Managing Projectscreate_folder
    Multiexcerpt
    MultiExcerptNamecreate_folder

    Enter a name for the folder in the pop-up window Create New Folder. Click Save.

    Managing Projectscreate_project
    Multiexcerpt
    MultiExcerptNamecreate_project

    Enter a name for the project in the pop-up window Create New Project. Click Save.

    Managing Projectscutting_and_pasting
    Multiexcerpt
    MultiExcerptNamecutting_and_pasting

    Cutting and Pasting

    If you want to use an element at a different position in the tree, select the context menu option Cut item.

    Open the context menu of the element in which you want to insert the cut element and choose Paste item.

    Info

    The option Paste item is only enabled if the elements to be inserted fit into the tree hierarchy.

    The element is now displayed on its new place in the tree.
    Managing Projectsdescription_editor
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    MultiExcerptNamedescription_editor

    Enter your text in the editor. Various formatting tools are provided

    Managing Projectsdescription_editor_save
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    MultiExcerptNamedescription_editor_save

    Click Save and close to confirm your text or Cancel to abort the action.

    Managing Projectsfolder_created
    Multiexcerpt
    MultiExcerptNamefolder_created

    The new folder is created and displayed in the tree.

    Managing Projectsinfo_libraries_mandatory
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    MultiExcerptNameinfo_libraries_mandatory
    Info

    The Libraries folder is a mandatory part of a project, therefore users cannot delete it.

    Managing Projectsnote_element_restrictions
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    MultiExcerptNamenote_element_restrictions
    Note
    titleRestrictions on Element Names
    • Element names must be unique in one BPMN model.
    • The following characters are not allowed in element names: <, >, :, ", /, \\, |, ?, *
    • Element names must not end with a period (.).
    • The following strings must not be used as element names: CON, PRN, AUX, NUL, COM1, COM2, COM3, COM4, COM5, COM6, COM7, COM8, COM9, LPT1, LPT2, LPT3, LPT4, LPT5, LPT6, LPT7, LPT8, LPT9.
    Managing Projectspaste_url
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    MultiExcerptNamepaste_url

    You are now able to paste the URL, for example in an email.

    Managing Projectsproject_content
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    MultiExcerptNameproject_content

    Each newly created project contains already a folder Libraries and a folder Models.

    Managing Projectsproject_created
    Multiexcerpt
    MultiExcerptNameproject_created

    The new project is created and displayed in the tree.

    Managing Projectstip_profiles_admin_guide
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    MultiExcerptNametip_profiles_admin_guide
    Tip

    For further information on namespaces visit the Administration Guide.

    Managing Projectstoast_confirmation
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    MultiExcerptNametoast_confirmation

    The action is confirmed by a toast message.

    Managing Projectstree_export
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    MultiExcerptNametree_export

    Export

    The export is an available option for the following elements:

    • Folder
    • Project
    • Model
    • BPMN model

    If you want to export an element, for example to create a backup copy of your model, choose the option Export in the context menu.

    Open the drop-down list Select Format in the export pop-up window to choose the format for your export.

    Supported formats are:

    • JSON
    • XML

    Choose one of the formats and start the export by clicking the Export button.

    A toast message confirms the successful export.
    Managing Projectstree_import
    Multiexcerpt
    MultiExcerptNametree_import

    Import

    The import is an available option for the following elements:

    • Namespace
    • Folder
    • Model

    If you want to import an element, for example to transfer a backup copy to another namespace, choose the option Import in the context menu.

    Open the drop-down list Select Format in the import pop-up window to choose the format for your import.

    Supported formats are:

    • JSON
    • XML

    Choose one of the formats, then select the import file and start the import by clicking the Import button.

    A toast message confirms the successful import.
    The imported element is displayed in the tree.
    Managing Projects / Modeling Servicesadd_library
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    MultiExcerptNameadd_library

    To add an unused library to the project, click on the  icon.

    Managing Projects / Modeling Servicesmanage_libraries
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    MultiExcerptNamemanage_libraries

    The dialog Manage Libraries opens.

    Currently unused libraries are displayed on the left side of the window, the libraries that are available in this project are shown on the right side.

    Expand the drop-down list to display the details of the library such as the versions and dependencies.

    Managing Projects / Modeling Servicesremove_libraries
    Multiexcerpt
    MultiExcerptNameremove_libraries

    You can also remove libraries from the list.

    Open the dialog Manage Libraries again and click the  icon.

    The library will switch back to the Unused Libraries column.

    Managing Projects / Modeling Servicesused_libraries
    Multiexcerpt
    MultiExcerptNameused_libraries

    The library is now displayed in the column Used Libraries.

    If you have finished, do not forget to Save.

    Modeling Servicescreate_bpmn_objects
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    MultiExcerptNamecreate_bpmn_objects

    Move the object you want to create from the panel to the canvas.

    You can also double click an object in the panel to create it on the canvas.

    As soon as you have created a first object, you can also use the objects context menu to create further objects.

    Click on an object to open the context menu.

    Info

    A start event can only be created via the objects panel.

    New objects are directly connected to the active object no matter if you drag the new object from the panel or from the context menu or if you apply a double click on the object in the panel to create a new object.

    Double click the name of the object to enable edit mode and change the content.

    The name of an object must be unique in a BPMN model. Your input is validated.

    Info

    The validation is case insensitive.

    Tip

    Open the Styling Panel to change the formatting of an object.

    Modeling Servicesexecution_toolbar
    Multiexcerpt
    MultiExcerptNameexecution_toolbar

    The execution toolbar assists you during modeling on the execution canvas. The following table explains the available tools:

    Tool IconTool NameDescription
    RedoUse this icon to restore the action that you had previously undone.
    UndoIf you want to cancel your last action on the execution canvas, use this icon.
    Show parameter name Use this icon to show or hide the parameter names of operations on the execution canvas.

    DeleteClick on the trash can to delete an element from the execution canvas.
    Go to libraryUse this icon to highlight the current parameter in the library panel.
    Modeling Servicesinfo_styling_attributes_tab
    Multiexcerpt
    MultiExcerptNameinfo_styling_attributes_tab
    Info

    The tab is displayed by default only for the objects Message Start EventEnd Event and Exclusive Gateway. These objects are already created on the canvas including the attribute Name.

    For the other objects the Attributes tab is displayed as soon as you create one of its attributes on the canvas.

    Modeling Servicesmodel_toolbar
    Multiexcerpt
    MultiExcerptNamemodel_toolbar

    The model toolbar assists you during modeling on the BPMN canvas. The following table explains the available tools:

    Tool IconTool NameDescription
    ExportUse this icon to export your BPMN model. In the export dialog you can choose the format for your export. Currently JSON and XML are supported.
    ReportClick the Report icon to print your model. You have two options: You can send your model directly to a printer or save it as a Word document.
    ShareIf you click the Share icon, the URL of your BPMN model is copied to the clipboard and you can paste it elsewhere, for example in an email.
    Publish to cockpitIf you want direct access to your BPMN model in your Scheer PAS Cockpit , click on the icon Publish to cockpit. If you open your cockpit the next time, an external link tile grants you direct access to the model.
    Toggle gridYou can display the grid on the BPMN canvas or disable it. Use this icon to display or hide the grid.
    Show invalidActivate the icon to display invalid connections in your BPMN model.
    Tooltip

    Use this icon to manage the tooltips displayed on the BPMN canvas. You have three options:

    • = Tooltips are disabled.
    • = Long version of the tooltip is displayed.
    • = Short version of the tooltip is displayed.
    Deploy service

    Use this icon to manage your service. You have four options:

    • = Deploy the service.
    • = Start the service.
    •  = Stop the service.
    •  = Open your Scheer PAS BRIDGE.
    Free textClick the text icon to create a text box on the BPMN canvas.
    Add imageIf you want to add an image on the BPMN canvas, click the Image icon and create an empty frame on the canvas. To upload a picture into the frame, use the attribute Link in the Attributes Panel.
    Insert/Remove horizontal spaceUse this icon if you need more or less space on the canvas. Click on the canvas to display the start line, the second click marks the end line and defines the size of the area to be added. To add space, click from left to right to define the area. If you want to delete a horizontal space, click from right to left to define the area.
    Insert/Remove vertical spaceUse this icon if you need more or less space on the canvas. Click on the canvas to display the start line, the second click marks the end line and defines the size of the area to be added. To add space, click from top to bottom to define the area. If you want to delete a vertical space, click from bottom to top to define the area.
    UndoIf you want to cancel your last action on the BPMN canvas, use this icon.
    RedoUse this icon to restore the action that you had previously undone.
    Supported BPMN Elementsattributes
    Multiexcerpt
    MultiExcerptNameattributes

    All available attributes of an object are displayed in the Attributes Panel.

    Supported BPMN Elementsattributes_display_name_of_attribute
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    MultiExcerptNameattributes_display_name_of_attribute

    Display Name of Attribute

    Activate the checkbox if you also want to display the names of the attributes on the canvas.

    Supported BPMN Elementsattributes_font
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    MultiExcerptNameattributes_font

    Font

    Use this section to select the font for display of the object's attributes on the canvas. You have also several formatting options.

    Supported BPMN Elementsattributes_font_color
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    MultiExcerptNameattributes_font_color

    Font Color

    You can also adapt the font color of the object's attributes on the canvas. Click on the color placeholder to display the color picker. Use the color picker to select a new color or enter the hexadecimal code of the desired color:

    Supported BPMN Elementsattributes_font_size
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    MultiExcerptNameattributes_font_size

    Font Size

    In this section you can change the font size of the object's attributes on the canvas.

    Supported BPMN Elementsattributes_word_wrap
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    MultiExcerptNameattributes_word_wrap

    Word Wrap

    If the checkbox is activated, the line break is applied to the display of the object's attributes on the canvas.

    Supported BPMN Elementsdisplaying_attributes
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    MultiExcerptNamedisplaying_attributes

    You can display the attributes of an object on the BPMN canvas: Select the attribute you want to show in the Attributes Panel and move it to the canvas by using drag&drop.

    Supported BPMN Elementsediting_attributes
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    MultiExcerptNameediting_attributes

    As soon as you have created an attribute of an object on the canvas, the Styling Panel will show the tab Attributes. Open this tab to edit the formatting of the displayed attributes.

    Supported BPMN Elementsobjects_config_options
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    MultiExcerptNameobjects_config_options

    Open the Styling Panel to use the configuration options of the element.

    Supported BPMN Elementsobjects_font
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    MultiExcerptNameobjects_font

    Font

    Use this section to select the font for the text within the object. You have also several formatting options.

    Supported BPMN Elementsobjects_font_color
    Multiexcerpt
    MultiExcerptNameobjects_font_color

    Font Color

    You can also adapt the font color of text within the object. Click on the color placeholder to display the color picker. Use the color picker to select a new color or enter the hexadecimal code of the desired color:

    Supported BPMN Elementsobjects_font_size
    Multiexcerpt
    MultiExcerptNameobjects_font_size

    Font Size

    In this section you can change the font size of the text within the object.

    Supported BPMN Elementsobjects_shape_tab
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    MultiExcerptNameobjects_shape_tab

    Background Color

    If you want to change the background color of the object, click on the color placeholder to display the color picker.

    Use the color picker to select a new color or enter the hexadecimal code of the desired color:

    Border Color

    If you want to change the border color of the object, click on the color placeholder to display the color picker.

    Opacity

    Changes of the opacity apply equally to background and border color.

    Supported BPMN Elementsobjects_word_wrap
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    MultiExcerptNameobjects_word_wrap

    Word Wrap

    If the checkbox is activated, the line break is applied to the text within the object.

    Supported BPMN Elementsopen_objects_menu
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    MultiExcerptNameopen_objects_menu

    Click on the element to open the objects context menu which supports you in creating new objects:

    For detailed information see page BPMN Canvas.

    Supported BPMN Elementsopen_relation_menu
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    MultiExcerptNameopen_relation_menu

    If you right click an arrow the relation context menu opens allowing you to edit the relation:

    For detailed information see page BPMN Canvas.

    Supported BPMN Elementsopen_tools_menu
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    MultiExcerptNameopen_tools_menu

    If you right click an element the tools context menu opens allowing you to edit the current model:

    For detailed information see page BPMN Canvas.

    Supported BPMN Elementsset_timeout
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    MultiExcerptNameset_timeout

    To set the duration of the timer, the event should be trigged by a persisted property of type integer. You have two options to set the timeout in the attributes panel:

    • Define the number of seconds the event has to wait.
    • Define the datetime when the event should fire.

    ...