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userfilterChapter,Name,Excerpt
datepatterndd M yy
globalFiltertrue
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worklog5|8|w d h m|w d h m
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order0,1,2,3
project_content (question)Each newly created service contains already the folders Libraries, Models and Forms.
ChapterNameExcerptUsage
Designer Administrationbackup_upload_change_file
Multiexcerpt
MultiExcerptNamebackup_upload_change_file

The name of the selected file is displayed. If you want to select a different file, use the Change File button.

The file's name is also displayed in field Name.

Info

If you download a backup file from the Designer administration, the file name is extended by the creation date of the backup (timestamp).

Designer Administrationbackup_upload_change_name
Multiexcerpt
MultiExcerptNamebackup_upload_change_name

Change the contents of the Name field of you want to rename the backup before uploading it.

The Confirm button is only enabled after you have selected the namespace to which the file is to be uploaded.

Designer Administrationbackup_upload_success
Multiexcerpt
MultiExcerptNamebackup_upload_success

A notification indicates a successful upload.

The uploaded file is added to the list of backups under the chosen name.

Designer Administration

library_documentation
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MultiExcerptNamelibrary_documentation

If documentation is available, it will be displayed in a separate pop-up.

Designer Administration

show_library_doc
Multiexcerpt
MultiExcerptNameshow_library_doc

Use the documentation icon to display the documentation of a library.

Designer Administration

Getting Started With Designer

different_admin_views
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MultiExcerptNamedifferent_admin_views

The content of the tree in the administration tab depends on the profile assigned to your account within Scheer PAS Administration .

Designer Administration

Working With Libraries

clear_compiler_cache
Multiexcerpt
MultiExcerptNameclear_compiler_cache
Note

Do not forget to clear the compiler cache when you have updated a library. You will find the button to clear the cache in the Controls Panel.

Example:

  • In a BPMN model, a library lib is used in version 1.0.0 from January.
  • In the library administration, lib 1.0.0 is replaced with 1.0.0 from February.
  • The user has to clear the Compiler cache to get 1.0.0 from February.
Designer User Guidepanel_customization
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MultiExcerptNamepanel_customization

When you open a service for the first time, the default view is displayed:

Diverseform_elements_placeholder
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MultiExcerptNameform_elements_placeholder

The content of this attribute is displayed in the element when attribute Text has not been filled. The placeholder is a sample value, it is not saved in the database. When a user overwrites the placeholder, it disappears and the user's input is saved in attribute Text.

Info

If content is added to both attributes Text and Placeholder, the content of Text is displayed in the element.

Drawing a Business Processexclusive_gateway_conditions
Multiexcerpt
MultiExcerptNameexclusive_gateway_conditions
Info
  • If you use an exclusive gateway, only one sequence flow is selected.
  • If no condition evaluates to true and you have not defined a default flow, the xUML Runtime will throw an exception. We recommend avoiding this scenario.
Drawing a Business Processinstance_persistent_state
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MultiExcerptNameinstance_persistent_state
Info

Process instances are kept in the persistent state database: The instances are created on process start and deleted on process end. Go to page xUML Service State Machines for further information.

Form Elementsprepopulation_no
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MultiExcerptNameprepopulation_no

This element cannot be prepopulated.


Form Elementsprepopulation_yes
Multiexcerpt
MultiExcerptNameprepopulation_yes

This element can be prepopulated.

  • You can set a default value in the Attributes panel to be applied before displaying the form. Refer to Changing BPMN Element Attributes for more information on that.
  • You can overwrite these defaults dynamically in the Get Data execution of a user task. How to do this is explained on Using Forms.

Implementing Your Processdefault_value_attribute
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MultiExcerptNamedefault_value_attribute
Specify a default value for the related variable here.
Implementing Your Processexecution_preliminaries
Multiexcerpt
MultiExcerptNameexecution_preliminaries
Info

You need to perform two steps to implement executional parts to your model:

  1. Provide all necessary data types and operations for the implementation of your process. These types and operations reside in the Service panel of the BPMN editor.
    • You can use the Base Types that are provided with the Designer.
    • You can create other necessary types yourself in the Data Model section.
      Go to Modeling Data Mapping for further information.
    • You can import a library that provides additional types and operations.
      See chapter Designer Administration > Libraries for further information.
  2. In the second step, select data types and operations from the Service panel, and add them to your process at the right places.
    • How this is done will be explained in this chapter.
Implementing Your Processexecution_tabs
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MultiExcerptNameexecution_tabs
  • On Event: The model is executed when the event occurs.
  • On Exit: The model is executed after completion of the task/event.
  • Decision: The model is executed when the process reached the gateway.
  • Get Data: The model is executed when BPMN is waiting in a user task and returns the default values for the form.
Implementing Your Processinfo_message_section
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MultiExcerptNameinfo_message_section
Info

Section Message is shown for all BPMN elements that need an incoming message:

See page Modeling Execution for further details.

Implementing Your Processlocal
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MultiExcerptNamelocal

Variables created in section Local are only available for use within the current execution.

Implementing Your Process

model_toolbar_clear_compiler_cache
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MultiExcerptNamemodel_toolbar_clear_compiler_cache

Use this icon to clear your Compiler cache.
You need to clear your Compiler cache after you have updated a library.

Example:

  • In a BPMN model, a library lib is used in version 1.0.0 from January.
  • In the library administration, lib 1.0.0 is replaced with 1.0.0 from February.
  • The user has to clear the Compiler cache to get 1.0.0 from February.
Implementing Your Processmodel_toolbar_deploy_service
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MultiExcerptNamemodel_toolbar_deploy_service

Use this icon to deploy the service.

Implementing Your Process

model_toolbar_open_bridge
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MultiExcerptNamemodel_toolbar_open_bridge

Open your Scheer PAS Bridge with a click on this icon.

Implementing Your Process

model_toolbar_show_invalid
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MultiExcerptNamemodel_toolbar_show_invalid

Activate the icon to highlight all invalid elements.

Implementing Your Process

model_toolbar_start_service
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MultiExcerptNamemodel_toolbar_start_service

Click on this icon to start your service.

Implementing Your Processmodel_toolbar_stop_service
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MultiExcerptNamemodel_toolbar_stop_service

Stop the service by clicking on this icon.

Implementing Your Processpersisted
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MultiExcerptNamepersisted

Variables created in section Persisted are usable in all executions of the BPMN model.

Implementing Your Processpersisted_variable_added
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MultiExcerptNamepersisted_variable_added

The variable is added to the execution pane.

Implementing Your Processsecond_persisted_variable
Multiexcerpt
MultiExcerptNamesecond_persisted_variable
Note

Once a variable has been added to the Persisted section, it is available in all executions of the BPMN model. If you add the variable again from within the library, a second persisted variable is created that is independent of the first. This is indicated by a new name.

Librarylibrary_advantages
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MultiExcerptNamelibrary_advantages

Using libraries has several advantages for developers:

  • You can provide additional data types and operations via libraries.
  • You can reuse implementations you have already developed with the Builder.
  • You can use libraries for modularization:
    • Implementations can be recycled in various processes via libraries.
    • Multiple developers can contribute to the same process implementation by working on different libraries.
  • You can add features to the Designer, for example access to backend systems, via libraries.
  • You can use different versions of the same library as the library administration supports versioning.
Librarylibrary_concepts
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MultiExcerptNamelibrary_concepts

Libraries help you to make your BPMN process executable. They contain predefined classes, interfaces, operations and parameters you can use during modeling by simple drag & drop.
Libraries are developed with the Builder. The Designer comes with a standard library which already provides all necessary Base Types.

Modeling BPMNactivating_lanes
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MultiExcerptNameactivating_lanes
Tip

To activate the lane element, click its border or icon/header. If the element is active, an indicator is displayed in the lower right corner.

Modeling BPMN

add_bpmn_model
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MultiExcerptNameadd_bpmn_model

In the Models folder you can create your BPMN model which is equivalent to an executable service.

To create a model, right click on the Models folder and choose the option Add Model from the context menu.

Modeling BPMNadd_library
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MultiExcerptNameadd_library

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

Modeling BPMNadding_a_role
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MultiExcerptNameadding_a_role

Adding an Existing Role

Image Modified

If you open the role editor, it contains an empty line already.

Start typing the name of the role your are seaching for in field Role. The field has an autocomplete function: As soon as you start inserting, a drop-down list is displayed containing all available roles that match your input.

Select the role you want to use.

Image Modified

In the next step you need to assign the rights that will be granted to the role owner.

Available options are:

RightDescription
Write A user assigned to this role will be able to see and change the instance data for all process steps in the current lane.
Read

A user assigned to this role will be able to display the instance data for all process steps in the current lane.

This right is assigned by default.

List A user assigned to this role will only be able to see the instances in the instance table for all process steps in the current lane.
Image Modified

You can continue to add further roles (or create new ones) as multiple roles can be assigned to one lane.

When you have finished, save your changes to apply them to the lane.

Image ModifiedThe number of roles assigned to a lane is displayed in the attributes panel.
Image Modified

You have to open the user management, to assign the new role to users.

Tip

Go to the Administration Guide > Managing Roles for further information about role management.

Modeling BPMN

attribute_description
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MultiExcerptNameattribute_description

If you want to insert a description for your element, click here to enable edit mode and enter your text.

Modeling BPMN

bpmn_created
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MultiExcerptNamebpmn_created

If you switch back to the explorer tab, the new BPMN model is also displayed in the tree. To open a BPMN model from the explorer tree, use the Image Modified icon.

Modeling BPMNbpmn_elements_toolbar
Multiexcerpt
MultiExcerptNamebpmn_elements_toolbar

The elements toolbar contains all BPMN elements that you can create on the diagram pane.

Image Modified

By default, the elements toolbar only displays the icons of the available BPMN elements.

But you can also expand the toolbar by using the Image Modified icon.

Image Modified

In its expanded version, the names of all elements are also displayed.

Tip

In chapter Supported BPMN Elements all elements and their specific properties are described.

Image Modified

Drag the element you want to create from the toolbar and drop it on the diagram pane.

Another way to create a form element is to click on the element in the toolbar, switch to the editor and click again.

To cancel the operation, press the Esc key.

Tip

Further details are explained on page Adding BPMN Elements.

Modeling BPMN

bpmn_new_tab
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MultiExcerptNamebpmn_new_tab

When you create a new model, it opens automatically in a new tab and you can directly start modeling.

Modeling BPMN

create_bpmn
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MultiExcerptNamecreate_bpmn

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

Modeling BPMNcreate_bpmn_elements
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MultiExcerptNamecreate_bpmn_elements

Image Modified

Drag the element you want to create from the toolbar and drop it on the diagram pane.

Another way to create a form element is to click on the element in the toolbar, switch to the editor and click again.

To cancel the operation, press the Esc key.

Image Modified

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

Click on an element or hover over the active element to open the context menu.

Info

Start events can only be created via the elements toolbar.

Image Modified

If you mark an element on the diagram pane before you create a new element, a relation is automatically created between both elements.

Image ModifiedDouble click the name of the element to enable edit mode and change the content.
Image Modified

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

Info

The validation is case insensitive.

Image Modified
Tip

Open the Styling panel to change the formatting of an element. Go to page Styling BPMN Elements for detailed information.

Modeling BPMNcreating_a_role
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MultiExcerptNamecreating_a_role

Creating a New Role

Image Modified
Click button New Role to create a new role and assign it to the lane element.
Image Modified

Enter the name of the new role in the pop-up window.

The input is mandatory.

Image Modified

If the role name is already in use, you will not be able to save.

Use the existing role instead.

Image Modified
Save to create the role.
Image Modified

The new role is now added to the role editor and assigned to the current lane.

Image Modified

In the next step you need to assign the rights that will be granted to the role owner.

Available options are:

RightDescription
WriteA user assigned to this role will be able to see and change the instance data for all process steps saved in the current lane.
Read

A user assigned to this role will be able to display the instance data for all process steps saved in the current lane.

This right is assigned by default.

ListA user assigned to this role will only be able to see the instances in the instance table for all process steps saved in the current lane.
Image Modified
You can continue to create further roles (or add already existing ones) as multiple roles can be assigned to one lane.

When you have finished, save your changes to apply them to the lane.

Image ModifiedThe number of roles assigned to a lane is displayed in the attributes panel.
Image Modified

The new role has also been added to the user management.
You have to open the user management, to assign the new role to users.

Tip

Go to the Administration Guide > Managing Roles for further information about role management.

Modeling BPMNlane_handling
Multiexcerpt
MultiExcerptNamelane_handling
Image Modified

For a role-based process model, you need at least one main lane.

You can then add sublanes.

Image Modified

To create sublanes, drag the next lane elements onto the header of the main lane element. Drop the new element on the border of an existing lane to position the new sublane.

To create a sublane within a sublane, you can drag the element onto the body of an existing lane.

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNameclick_to_see_gif
PageWithExcerpt_designer_excerpts

Image Modified
Tip

To activate the lane element, click its border or icon/header. If the element is active, an indicator is displayed in the lower right corner and the border of the element is thicker.

Before Deletion:

Image Modified

After Deletion:

Image Modified

Info
titleDeletion Behavior of Lane Elements

If you delete a lane element, it is erased from your work area  including all content !
However, you can use restore the deletion by using Undo in the BPMN toolbar.

Modeling BPMNmanage_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 already available in this project are shown on the right side.

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

Modeling BPMNmodel_toolbar
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MultiExcerptNamemodel_toolbar

The model toolbar assists you during modeling on the diagram pane:

Image Modified

The following table explains the available tools:

Tool IconTool NameDescription
Image ModifiedExportUse this icon to export your BPMN model in JSON format.
Image Modified 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. See page Creating Diagram Reports for details.
Image Modified 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.
Image Modified Publish to cockpitIf you want direct access to your BPMN model in your 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.
Image ModifiedHide execution paneUse this icon to hide the execution pane. This allows to gain more space during modeling.
Image Modified Toggle gridUse this icon to enable or disable the grid on the diagram pane. The grid supports you during modeling: If the grid is enabled, elements snap to the grid points.
Image ModifiedShow invalid
Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_show_invalid
PageWithExcerpt_designer_excerpts
Image ModifiedStart service
Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_start_service
PageWithExcerpt_designer_excerpts
Image ModifiedStop service
Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_stop_service
PageWithExcerpt_designer_excerpts
Image ModifiedOpen Bridge

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_open_bridge
PageWithExcerpt_designer_excerpts

Image ModifiedDeploy service

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_deploy_service
PageWithExcerpt_designer_excerpts

Image ModifiedExport repository

Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_export_repository
PageWithExcerpt_designer_excerpts

Image ModifiedClear Compiler cache
Multiexcerpt include
SpaceWithExcerptINTERNAL
MultiExcerptNamemodel_toolbar_clear_compiler_cache
PageWithExcerpt_designer_excerpts
Image ModifiedInsert/Remove horizontal spaceUse this icon if you need more or less space on the diagram pane. Click on the pane 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.
Image ModifiedInsert/Remove vertical spaceUse this icon if you need more or less space on the diagram pane. Click on the pane 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.
Image ModifiedUndoIf you want to cancel your last action on the diagram pane, use this icon.
Image ModifiedRedoUse this icon to restore the action that you had previously undone.
Modeling BPMNopen_role_editor
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MultiExcerptNameopen_role_editor
Image Modified
If you click icon Image Modifiedin the attribute panel, a separate editor will open where you can assign existing roles and create new ones.
Image Modified

In the role editor, you have two options:


Modeling BPMNother_background_color
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MultiExcerptNameother_background_color

Background Color

If you want to select a background color, activate the checkbox and click on the color placeholder that will appear.

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

Image Modified

Modeling BPMN rearrange_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.


Modeling BPMN rearrange_panel_tab
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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.


Modeling BPMNremove_libraries
Multiexcerpt
MultiExcerptNameremove_libraries

You can also remove libraries from the list of used libraries.

Open the dialog Manage Libraries again and click the Image Modified icon.

The library will switch back to the Unused Libraries column.

Modeling BPMNresize_panels
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MultiExcerptNameresize_panels

It is also possible to resize panels by dragging the vertical or horizontal panel borders.


Modeling BPMNused_libraries
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MultiExcerptNameused_libraries

The library is now displayed in the column Used Libraries.

If you have finished, do not forget to Save.

Modeling BPMN

Implementing Your Process

attribute_name
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MultiExcerptNameattribute_name

Click here to insert or change the Name of the related element. Generated elements (like e.g. message) cannot be renamed.

Modeling BPMN

Implementing Your Process

create_form
Multiexcerpt
MultiExcerptNamecreate_form

Enter a name for the form in the pop-up window Create New Form. Click Save.

Modeling BPMN

Implementing Your Process

enlarge_pane
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MultiExcerptNameenlarge_pane

If you want to resize the editor, drag the Image Modified handle in the middle of each border to make the editor pane larger or smaller.

Modeling BPMN

Implementing Your Process

fit_model_to_pane
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MultiExcerptNamefit_model_to_pane

If you want your model to fit to the screen, use the Image Modified icon at the bottom of the editor.

Modeling BPMN

Implementing Your Process

scale_model
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MultiExcerptNamescale_model

Click icon Image Modified to scale the model to 100 %.

Modeling BPMN

Implementing Your Process

second_sidebar
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MultiExcerptNamesecond_sidebar

You can open a second sidebar on the right side of the editor. Use both sidebars to manage the Designer Panels.

Modeling BPMN

Modeling Forms

form_created
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If you switch back to the explorer tab, the new form is also displayed in the tree. To open a form from the explorer tree, use the Image Modified icon.

Modeling BPMN

Modeling Forms

form_new_tab
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MultiExcerptNameform_new_tab

When you create a new form, it opens automatically in a new tab and you can directly start designing.

Modeling BPMN

Modeling Forms

Implementing Your Process

hide_sidebar
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MultiExcerptNamehide_sidebar

Double-click the Image Modified handle to maximize the editor to this side of the application.

Modeling BPMN

Modeling Forms

Implementing Your Process

panel_management
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MultiExcerptNamepanel_management
Div
Stylemargin-top: -1em;
Image Modified

Depending on which editor you are currently using, there are different Designer Panels available. You can distinct the different panels by their icons:

IconPanelAvailability
Image Modified
Attributes Panel
  • BPMN Editor
  • Form Editor
  • Mapping Editor
Image Modified
Overview Panel
  • BPMN Editor
Image Modified
Search Panel
  • BPMN Editor
  • Mapping Editor
Image Modified
Styling Panel
  • BPMN Editor
Image Modified
Validation Panel
  • BPMN Editor
  • Form Editor
  • Mapping Editor
Image Modified

Use the left and the right sidebar in the editor to customize the display of the Designer Panels.

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

Image ModifiedTo show a hidden panel again, click on its icon. Hover over an icon to show the name of the corresponding panel. The panel is inserted at the position where it was last visible.
Image Modified

Use drag & drop to rearrange panels.

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

Image Modified

You can also arrange the panels individually.

The dashed frame indicates the new position of the panel.

Image Modified

It is also possible to resize panels by dragging the vertical or horizontal panel borders.

Modeling BPMN

Modeling Forms

Implementing Your Process

state_of_pane
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MultiExcerptNamestate_of_pane
Info

The panel arrangement within the editor is saved per user.

Modeling BPMN

Supported BPMN Elements

define_timer
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MultiExcerptNamedefine_timer

To define the timer settings, click the icon Image Modified and an editor will open. For detailed explanations see How to Use the Scheduler/Timer.

Modeling BPMN

Supported BPMN Elements

how_to_use_the_timer
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MultiExcerptNamehow_to_use_the_timer
Image Modified

If you click icon Image Modified in the attribute panel, a separate editor will open. Here you can define the settings of your Timer Start Event.

You have two options with different settings:

Image Modified

Scheduler

Anchor
scheduler
scheduler

Use the scheduler if you want to define a pattern for your Timer Start Event, for example to start the model every monday, every hour etc.

SettingDescriptionDefault
Allow Parallel ExecutionsIf checked, each time a scheduler pattern matches, the scheduler activity diagram is executed - even if another execution is already running.
If not checked, the next execution cycle is suppressed if an execution diagram is already being run.
Checked
Year(s)Insert a positive integer or a pattern.*
Month(s)Use numbers 1 to 12 or a pattern.*
Weekdays(s)

Valid input:

  • Mon or Monday
  • Tue or Tuesday
  • Wed or Wednesday
  • Thur or Thursday
  • Fri or Friday
  • Sat or Saturday
  • Sun or Sunday
  • a pattern
*
Day(s)Depending on the month, valid input are numbers from 1 to 31 or a pattern.*
Hours(s)Use 0 to 23 or a pattern.*
Minute(s)Use 0 to 59 or a pattern.0
SecondsUse 0 to 59 or a pattern.0
Image Modified

Timer 

Anchor
timer
timer

Select the timer if you want to define a cycle for example to start the model after one week, after two hours etc.

SettingDescriptionDefault
Repeat IntervalEnter a valid time duration expression (see page Time Durations in the BRIDGE documentation for detailed information).
This setting defines the time interval between two calls of the timer action.
-
OccurrencesInsert a positive integer to define the count of repetitions. If you want the timer to be endless, check Always (default).Always
First OccurrenceEnter a valid time duration expression (see page Time Durations in the BRIDGE documentation for detailed information).
This setting defines the wait interval after service start before the timer is executed for the first time.
0 seconds
Parallel EventsInsert a positive integer. Defines the count of timer event handlers that are allowed to run in parallel.
If an event cannot be processed within the repeat interval, a new thread will be started that processes the next event - as long as the number of parallel events is less than the value in this box.
1 = no parallel execution (default)
1
Queued EventsInsert a positive integer to define the number of events being queued if an event cannot be processed within the repeat interval.1

Anchor
duration_expression
duration_expression

Image Modified

Duration Expression Wizard

The settings Repeat Interval and First Occurrence contain the icon Image Modified.

Click the icon to open a wizard that supports you to define the necessary duration expression.


Image Modified

Insert positive integers in the desired fields.

The result is shown below.

Click Save to close the wizard.

Image Modified

The duration expression is displayed in the corresponding field.

Tip

Once you are familiar with the notation of the duration expression, you can also insert it directly in the field.

Modeling BPMN

Supported BPMN Elements

set_timeout
Multiexcerpt
MultiExcerptNameset_timeout

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

  • Integer: Define the number of seconds the event has to wait.
  • Datetime: Define the absolute datetime when the event should fire.

Modeling Data Mapping

model_toolbar_export_repository
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MultiExcerptNamemodel_toolbar_export_repository

Create an export of the Designer service repository by clicking this icon.

Use the export:
a) If you want to deploy the repository to another Bridge.
b) If you want to analyze the service with the Analyzer.

Running Designer Applicationsaccess_app_uis
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MultiExcerptNameaccess_app_uis

You can access your application UIs directly from the service settings area.

Running Designer Applicationscreate_new_instance
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MultiExcerptNamecreate_new_instance

To create a new process instance, click icon Image Modified. From the drop-down menu, choose the process start you want to trigger.

Running Designer Applicationsinstance_list_content
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MultiExcerptNameinstance_list_content

The instance overview shows all unfinished instances.

Running Designer Applicationsinstance_list_refresh
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MultiExcerptNameinstance_list_refresh

Use icon Refresh Image Modified to update the instance list.

Running Designer Applicationsselect_process_to_create_instance
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MultiExcerptNameselect_process_to_create_instance

Select the process for which you want to create a new instance.

Running Designer Applicationsview_instance_overview
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Instances for which the process is finished are only displayed shortly. They then disappear from the list.

Searching in the Designer panels_general_description
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The Designer panels can be displayed on the left and right side of the panes and support the user during modeling.

Searching in the Designer

Modeling BPMN

Working With Libraries

Implementing Your Process

Validating a Service

tip_panel_management
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Tip

Go to page Working with the BPMN Editor > Managing Panels for detailed information about panel management in general.

Searching in the Designer

Working With the Explorer

explorer_search
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MultiExcerptNameexplorer_search

On top of the explorer tree you can find a search box. You must select any content in the tree to enable the search box.

Working With the Explorerdescription_editor
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MultiExcerptNamedescription_editor

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

Supported BPMN Elementsboundary_events
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Info

EventMessage Event and Timer Event can be used as boundary events along with User Task and Receive Task. When using the events as boundary events, attach the element directly to the border of the corresponding task:

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Supported BPMN Elementscreation_of_start_events
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MultiExcerptNamecreation_of_start_events
Info

A start event can only be created via the elements toolbar.

Supported BPMN Elementsediting_and_styling
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MultiExcerptNameediting_and_styling
  • Go to Working with the BPMN Editor for further information regarding editing of BPMN elements using the different context menus on the diagram pane.
  • Go to Styling BPMN Elements for further information regarding styling possibilities for BPMN elements, for example how to change the background color, the font style and size etc.
Supported BPMN Elementsexecution_other_elements
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MultiExcerptNameexecution_other_elements

None. The content of this element is ignored during execution.

Supported Form Elementsfield_config_editor
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MultiExcerptNamefield_config_editor

If you click icon Image Modified the Field Configuration editor opens:

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Use the editor to add and manage the content of your element:

OptionDescription
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Use the Add button to insert new rows.

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Use icon Drag to change the order of the rows.
Info

You can enter the options for this element as value pairs. When entering value pairs, always the first value (Value) is saved as key in the data container. The second value (Label) is used as notification to the user. The label is displayed in the form.
Value pairs may also contain numbers, so that a user can chose a text option, but in the background a calculation is carried out.

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Enter a Value for your element option.

Note

It is not possible to assign the same value to different labels.

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Enter a Label for your element option. The label is displayed in the form.
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Click on this icon to set the option as default.
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Use this icon to delete the option.
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Use the Save button to save your changes.
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Use the Cancel button to discard your changes.
Supported Form Elements form_elements_cssClass
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MultiExcerptNameform_elements_cssClass

Enables a field-acurate layout customization.

Supported Form Elements form_elements_cssClass_value
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MultiExcerptNameform_elements_cssClass_value

A valid CSS class.

Supported Form Elements form_elements_description
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MultiExcerptNameform_elements_description

A commentary field for the developer. The content is invisible to users and its sole purpose is internal documentation.

Supported Form Elementsform_elements_editing
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MultiExcerptNameform_elements_editing

Go to page Modeling Forms for further information regarding editing of form elements using the context menu.

Supported Form Elements form_elements_label
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Field name shown in the form.

Supported Form Elements form_elements_mandatory
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The element must be filled or used if the checkbox is activated.

Supported Form Elements form_elements_mandatory_false
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MultiExcerptNameform_elements_mandatory_false

Element may remain empty (default).

Supported Form Elements form_elements_mandatory_true
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MultiExcerptNameform_elements_mandatory_true

Element must be filled.

Supported Form Elementsform_elements_name
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MultiExcerptNameform_elements_name

Technical identifier for data processing and not visible for the end user.

Supported Form Elementsform_elements_name_value
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MultiExcerptNameform_elements_name_value

Alphanumercial characters and underscore.

Info

It is not allowed to start the name with a number.

Supported Form Elements form_elements_read-only
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MultiExcerptNameform_elements_read-only

This field is write-protected. When you use the option, Read-only is added to the bottom right of the element:

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Supported Form Elements form_elements_read-only_false
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MultiExcerptNameform_elements_read-only_false

User can enter values (default).

Supported Form Elements form_elements_read-only_true
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MultiExcerptNameform_elements_read-only_true

User cannot enter values.

Supported Form Elements form_elements_symbolType
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Displays the type of the form element in read-only mode.

Supported Form Elementsform_elements_text
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In this field, you can enter text.

Supported Form Elementsform_elements_vertical_alignment
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The attribute is used to adjust the position of a form element in context to a bigger neighboring element.

Example: The Radio Button Group Color is much bigger than the Button Next, but the button should be shown at the bottom of the form. Therefore, the button's attribute Vertical Alignment is set to Bottom.

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Supported Form Elements

form_elements_vertical_alignment_bottom
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MultiExcerptNameform_elements_vertical_alignment_bottom

Align the element at the bottom of the element cell.

Supported Form Elementsform_elements_vertical_alignment_center
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MultiExcerptNameform_elements_vertical_alignment_center

Align the element in the middle of the element cell.

Supported Form Elementsform_elements_vertical_alignment_top
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MultiExcerptNameform_elements_vertical_alignment_top

Align the element on top of the element cell (default).

Supported Form Elementsgrouping_deletion
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Info
titleDeletion Behavior of Grouping Elements

If you delete a grouping element, it is erased from your work area including all content !


Tipsclick_to_see_gif
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Tip

Click the image to see an animated version.


Tipsclick_to_see_gif_above
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Tip

Click the image above to see an animated version.


Troubleshootingclass_name_unique_problem
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The validation panel reads
REST interface classes: urn.AddressImplementation.Address.Public.Address, urn.Data_Model.com.Address share common class name 'Address' but class names in REST interface must be unique.


Troubleshootingclass_name_unique_reason
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MultiExcerptNameclass_name_unique_reason

Class names must be unique.


Troubleshootingclass_name_unique_solution
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MultiExcerptNameclass_name_unique_solution

Your BPMN model name (in our example: Address ) and a class of a BPMN message (in our example com.Address ) have the same name. Rename the BPMN or message class.


Working With Libraries bridge_base
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The Designer provides all necessary base types in a Bridge Base standard library. This library is available in all services and cannot be removed. It contains the following Bridge base types:

  • Any
  • Blob
  • Boolean
  • DateTime
  • Float
  • Integer
  • String

Most of these base types are only able to hold one single piece of information, like text in a string, true or false in a boolean, or binary data in a blob.

Tip

Refer to the Bridge documentation (Base Types) for more information on the Bridge base types.

If you wish to associate several bits of information, you have to define a complex type that combines a number of independent base types and possibly other complex types. Such complex types are modeled as classes. To use your own types, you can

  • define your own data structures in the Implementation folder
  • provide them via a library.
Tip

How to upload your own libraries is explained on Designer Administration > Libraries.

Working With Librariestip_library_administration
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MultiExcerptNametip_library_administration
Tip

Open menu Libraries in the Designer administration to upload your own libraries.

Working With the Explorer

create_project
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MultiExcerptNamecreate_project

Enter a name for the service in the pop-up window Create New Service. Click Save.

Working With the Explorerdescription_editor
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MultiExcerptNamedescription_editor

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

Working With the Explorerdescription_editor_save
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MultiExcerptNamedescription_editor_save

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

Working With the Explorer

folder_created
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The new folder is created and displayed in the tree.

Working With the Explorer

info_libraries_mandatory (question)
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Info

The folders Libraries, Models and Forms are mandatory parts of a Service folder, therefore users cannot delete them.

Working With the Explorer

open_a_service
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project_content
open_a_service

To open a service, click on the service name in the explorer tree.

  1. The Service tab will open.
  2. The service details will be displayed on the right side of the tree.
Tip

To access the service, click on the the explorer tab icon or on the service details area to close the explorer tab. Go to page Working with the Service Panel for further information.

Working With the Explorerproject_created
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The new service is created and displayed in the tree.

Working With the Explorertip_profiles_admin_guide
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Tip

Go to the Administration Guide for further information on the creation of namespaces.

Working With the Explorer

Modeling BMPN

cutting_and_pasting
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Cutting and Pasting

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

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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. Pasting elements is only possible in the same namespace.

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

Working With the Explorer

Modeling BPMN

cockpit_tip
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Tip

Further information about the Cockpit, tiles and groups can be found in the BPaaS Guide.

Working With the Explorer

Modeling BPMN

create_folder
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MultiExcerptNamecreate_folder

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

Working With the Explorer

Modeling BPMN

paste_url
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MultiExcerptNamepaste_url

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

Working With the Explorer

Modeling BPMN

toast_confirmation
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MultiExcerptNametoast_confirmation

The action is confirmed by a toast message.

Working With the Explorer

Modeling BPMN

Modeling Forms

note_element_restrictions
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MultiExcerptNamenote_element_restrictions
Note
titleRestrictions on Element Names
  • Element names must not be empty.
  • 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.
  • Furthermore, only Service names may not contain spaces.