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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
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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

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 option to clear the cache in the Controls Panel menu.

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
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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
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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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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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Click on this icon to start your service.

Implementing Your Processmodel_toolbar_stop_service
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Stop the service by clicking on this icon.

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

Implementing Your Processpersisted_variable_added
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The variable is added to the execution pane.

Implementing Your Processsecond_persisted_variable
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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.

Implementing Your Process

Modeling BPMN

implementation_folder
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All elements inside the Implementation folder need to be created within packages. Add a new package via the quick action or the context menu.

Implementing Your Process

Modeling BPMN

packages
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A package is like a directory for the file system. It is used to group executable data model elements. Packages can have any depth of nesting: To structure your work, you can create packages within packages.

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 Process folder you can create your BPMN model which is equivalent to an executable service.

To create a model, hover over the process folder to display the quick start icons and click Add Model.

Modeling BPMNadd_library
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MultiExcerptNameadd_library

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

Modeling BPMNadding_a_role
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MultiExcerptNameadding_a_role

Adding an Existing Role

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.

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.

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.

The number of roles assigned to a lane is displayed in the attributes panel.

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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The new BPMN model is also displayed in the service panel and you can use icon to open it.

Modeling BPMNbpmn_elements_toolbar
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MultiExcerptNamebpmn_elements_toolbar

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

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

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

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.

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.

Tip

Go to page Working with the BPMN Editor for detailed information.

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

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.

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.

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

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

The name of an element 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 element. Go to page Styling BPMN Elements for detailed information.

Modeling BPMNcreating_a_role
Multiexcerpt
MultiExcerptNamecreating_a_role

Creating a New Role

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

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

The input is mandatory.

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

Use the existing role instead.

Save to create the role.

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

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.
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.

The number of roles assigned to a lane is displayed in the attributes panel.

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 BPMN description_editor (question)
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MultiExcerptNamedescription_editor

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

Modeling BPMN description_editor_save (question)
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MultiExcerptNamedescription_editor_save

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

Modeling BPMNlane_handling
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MultiExcerptNamelane_handling

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

You can then add sublanes.

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
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PageWithExcerpt_designer_excerpts

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:

After Deletion:

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 BPMNmodel_toolbar
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MultiExcerptNamemodel_toolbar

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

The following table explains the available tools:

Tool IconTool NameDescription
ExportUse this icon to export your BPMN model in JSON format.
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.
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 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.
Hide execution paneUse this icon to hide the execution pane. This allows to gain more space during modeling.
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.
Show invalid
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PageWithExcerpt_designer_excerpts
Start service
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MultiExcerptNamemodel_toolbar_start_service
PageWithExcerpt_designer_excerpts
Stop service
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MultiExcerptNamemodel_toolbar_stop_service
PageWithExcerpt_designer_excerpts
Open Bridge

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PageWithExcerpt_designer_excerpts

Deploy service

Multiexcerpt include
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MultiExcerptNamemodel_toolbar_deploy_service
PageWithExcerpt_designer_excerpts

Export repository

Multiexcerpt include
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MultiExcerptNamemodel_toolbar_export_repository
PageWithExcerpt_designer_excerpts

Clear Compiler cache
Multiexcerpt include
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PageWithExcerpt_designer_excerpts
Insert/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.
Insert/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.
UndoIf you want to cancel your last action on the diagram pane, use this icon.
RedoUse this icon to restore the action that you had previously undone.
Modeling BPMNopen_role_editor
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If you click icon in the attribute panel, a separate editor will open where you can assign existing roles and create new ones.

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:

Modeling BPMN rearrange_panel_new
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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 BPMNresize_panels
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MultiExcerptNameresize_panels

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


Modeling BPMNtip_export_import_in_service_panel
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Tip

Go to page Exporting and Importing Service Panel Contents for further information about the possible options.

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
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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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If you want to resize the editor, drag the 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  icon at the bottom of the editor.

Modeling BPMN

Implementing Your Process

scale_model
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MultiExcerptNamescale_model

Click icon  to scale the model to 100 %.

Modeling BPMN

Implementing Your Process

second_sidebar
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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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The new form is also displayed in the service panel and you can use icon to open it.

Modeling BPMN

Modeling Forms

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

Tip

Go to page Working with the Form Editor for detailed information.

Modeling BPMN

Modeling Forms

Implementing Your Process

hide_sidebar
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MultiExcerptNamehide_sidebar

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

Modeling BPMN

Modeling Forms

Implementing Your Process

panel_management
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Div
Stylemargin-top: -1em;

Depending on which editor you are currently using, there are different Designer Panels available.

You can distinct the different panels by their icons:

IconPanelAvailability
Attributes Panel
  • BPMN Editor
  • Form Editor
  • Mapping Editor
Controls Panel
  • Action Script Editor
  • BPMN Editor
  • Form Editor
  • Mapping Editor
Overview Panel
  • BPMN Editor
Search Panel
  • BPMN Editor
  • Form Editor
  • Mapping Editor
Styling Panel
  • BPMN Editor
Validation Panel
  • Action Script Editor
  • BPMN Editor
  • Form Editor
  • Mapping Editor
Info

The Service Panel is the only immutable panel: Users can neither close it nor move it. It is always displayed at the top of the left panel area. Got to Working with the Service Panel for further information.

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.

To 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.

Use drag & drop to rearrange panels.

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

You can also arrange the panels individually.

The dashed frame indicates the new position of the panel.

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

Modeling BPMN

Modeling Forms

Implementing Your Process

tip_customizing_panels

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Tip

Go to Customizing the Designer Panels for detailed information about panel management.

Modeling BPMN

Modeling Forms

Implementing Your Process

state_of_pane

MOVED TO NEW CENTRAL PAGE
DELETE AFTER PUBLICATION OF 21.2a

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Info

The panel arrangement within the editor is saved per user.

  • Working with the BPMN Editor
  • Working with the Mapping Editor
  • Working with the Form Editor
  • Working with the Execution Editor


    Modeling BPMN

    Supported BPMN Elements

    define_timer
    Multiexcerpt
    MultiExcerptNamedefine_timer

    To define the timer settings, click the icon  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
    Multiexcerpt
    MultiExcerptNamehow_to_use_the_timer

    If you click icon 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:

    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

    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

    Duration Expression Wizard

    The settings Repeat Interval and First Occurrence contain the icon .

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


    Insert positive integers in the desired fields.

    The result is shown below.

    Click Save to close the wizard.

    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 BPMN

    Working With Libaries

    show_library_doc
    Multiexcerpt
    MultiExcerptNameshow_library_doc

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

    You can find it in the Manage Libraries dialog...

    Modeling BPMN

    Working With Libaries

    show_library_doc_in_panel
    Multiexcerpt
    MultiExcerptNameshow_library_doc_in_panel

    ... as well as in the service panel when you hover over a library.

    Modeling BPMN

    Working With Libraries

    add_libraries_to_folder
    Multiexcerpt
    MultiExcerptNameadd_libraries_to_folder

    If you want to add your own libraries to a service, hover over the Libraries folder in the service panel and click iconManage Libraries.

    Modeling BPMN

    Working With Libraries

    library_in_service_panel
    Multiexcerpt
    MultiExcerptNamelibrary_in_service_panel

    The added library is now displayed in the service panel and you can use it during modeling.

    Modeling BPMN

    Working With Libraries

    manage_libraries
    Multiexcerpt
    MultiExcerptNamemanage_libraries

    The dialog Manage Libraries opens.

    All libraries that have been uploaded to the current namespace are shown in this dialog:

    • Currently unused libraries are displayed on the left side of the window.
    • The libraries that are already used in this service are shown on the right side.

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

    Modeling BPMN

    Working With Libraries

    remove_libraries
    Multiexcerpt
    MultiExcerptNameremove_libraries

    You can also remove libraries from the service.

    Open the dialog Manage Libraries again and click the   icon.

    The library will switch back to the Unused Libraries column.

    Do not forget to confirm the deletion with the Save button.

    Modeling BPMN

    Working With Libraries

    used_libraries
    Multiexcerpt
    MultiExcerptNameused_libraries

    The library is now displayed in the column Used Libraries.

    If you have finished, do not forget to Save.

    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
    Multiexcerpt
    MultiExcerptNamecreate_new_instance

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

    Running Designer Applicationsinstance_list_content
    Multiexcerpt
    MultiExcerptNameinstance_list_content

    The instance overview shows all unfinished instances.

    Running Designer Applicationsinstance_list_refresh
    Multiexcerpt
    MultiExcerptNameinstance_list_refresh

    Use icon Refresh to update the instance list.

    Running Designer Applicationsselect_process_to_create_instance
    Multiexcerpt
    MultiExcerptNameselect_process_to_create_instance

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

    Running Designer Applicationsview_instance_overview
    Multiexcerpt
    MultiExcerptNameview_instance_overview

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

    Searching in the Designer panels_general_description
    Multiexcerpt
    MultiExcerptNamepanels_general_description

    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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    MultiExcerptNametip_panel_management
    Tip

    Go to page Customizing the Designer Panels for detailed information about panel management in general.

    Searching in the Designer

    Working With the Explorer

    explorer_search
    Multiexcerpt
    MultiExcerptNameexplorer_search

    On top of the explorer tree you can find a search box. Select the part of the explorer tree (namespace, folder or service) you want to search, and enter a search term.

    Supported BPMN Elementsboundary_events
    Multiexcerpt
    MultiExcerptNameboundary_events
    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:

    Supported BPMN Elementscreation_of_start_events
    Multiexcerpt
    MultiExcerptNamecreation_of_start_events
    Info

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

    Supported BPMN Elementsediting_and_styling
    Multiexcerpt
    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
    Multiexcerpt
    MultiExcerptNameexecution_other_elements

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

    Supported Form Elementsfield_config_editor
    Multiexcerpt
    MultiExcerptNamefield_config_editor

    If you click icon the Field Configuration editor opens:

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

    OptionDescription

    Use the Add button to insert new rows.

    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.

    Enter a Value for your element option.

    Note

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

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

    Enables a field-acurate layout customization.

    Supported Form Elements form_elements_cssClass_value
    Multiexcerpt
    MultiExcerptNameform_elements_cssClass_value

    A valid CSS class.

    Supported Form Elements form_elements_description
    Multiexcerpt
    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
    Multiexcerpt
    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
    Multiexcerpt
    MultiExcerptNameform_elements_label

    Field name shown in the form.

    Supported Form Elements form_elements_mandatory
    Multiexcerpt
    MultiExcerptNameform_elements_mandatory

    The element must be filled or used if the checkbox is activated.

    Supported Form Elements form_elements_mandatory_false
    Multiexcerpt
    MultiExcerptNameform_elements_mandatory_false

    Element may remain empty (default).

    Supported Form Elements form_elements_mandatory_true
    Multiexcerpt
    MultiExcerptNameform_elements_mandatory_true

    Element must be filled.

    Supported Form Elementsform_elements_name
    Multiexcerpt
    MultiExcerptNameform_elements_name

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

    Supported Form Elementsform_elements_name_value
    Multiexcerpt
    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
    Multiexcerpt
    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:

    Supported Form Elements form_elements_read-only_false
    Multiexcerpt
    MultiExcerptNameform_elements_read-only_false

    User can enter values (default).

    Supported Form Elements form_elements_read-only_true
    Multiexcerpt
    MultiExcerptNameform_elements_read-only_true

    User cannot enter values.

    Supported Form Elements form_elements_symbolType
    Multiexcerpt
    MultiExcerptNameform_elements_symbolType

    Displays the type of the form element in read-only mode.

    Supported Form Elementsform_elements_text
    Multiexcerpt
    MultiExcerptNameform_elements_text

    In this field, you can enter text.

    Supported Form Elementsform_elements_vertical_alignment
    Multiexcerpt
    MultiExcerptNameform_elements_vertical_alignment

    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.

    Supported Form Elements

    form_elements_vertical_alignment_bottom
    Multiexcerpt
    MultiExcerptNameform_elements_vertical_alignment_bottom

    Align the element at the bottom of the element cell.

    Supported Form Elementsform_elements_vertical_alignment_center
    Multiexcerpt
    MultiExcerptNameform_elements_vertical_alignment_center

    Align the element in the middle of the element cell.

    Supported Form Elementsform_elements_vertical_alignment_top
    Multiexcerpt
    MultiExcerptNameform_elements_vertical_alignment_top

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

    Supported Form Elementsgrouping_deletion
    Multiexcerpt
    MultiExcerptNamegrouping_deletion
    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
    Multiexcerpt
    MultiExcerptNameclick_to_see_gif
    Tip

    Click the image to see an animated version.


    Tipsclick_to_see_gif_above
    Multiexcerpt
    MultiExcerptNameclick_to_see_gif_above
    Tip

    Click the image above to see an animated version.


    Troubleshootingclass_name_unique_problem
    Multiexcerpt
    MultiExcerptNameclass_name_unique_problem

    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
    Multiexcerpt
    MultiExcerptNameclass_name_unique_reason

    Class names must be unique.


    Troubleshootingclass_name_unique_solution
    Multiexcerpt
    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
    Multiexcerpt
    MultiExcerptNamebridge_base

    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 want 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 Librarieslibrary_advantages
    Multiexcerpt
    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.
    Working With Librarieslibrary_concepts
    Multiexcerpt
    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.

    Working With Librariestip_library_administration
    Multiexcerpt
    MultiExcerptNametip_library_administration
    Tip

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

    Working With the Explorer

    create_project
    Multiexcerpt
    MultiExcerptNamecreate_project

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

    Working With the Explorer

    folder_created
    Multiexcerpt
    MultiExcerptNamefolder_created

    The new folder is created and displayed in the tree.

    Working With the Explorerimport_limitations
    Multiexcerpt
    MultiExcerptNameimport_limitations
    • You cannot import newer versions to a system having an older version installed.
    • There are no migrations if importing Designer content from versions prior to Designer 21.1.3 (2.0.165). This may result in the imported service not working.
      In the future, importing data from a version older than 21.1.3 will be disabled.

    Working With the Explorer

    info_libraries_mandatory

    DELETE AFTER PUBLICATION OF 21.2a

    Multiexcerpt
    MultiExcerptNameinfo_libraries_mandatory
    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
    Multiexcerpt
    MultiExcerptNameopen_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
    Multiexcerpt
    MultiExcerptNameproject_created

    The new service is created and displayed in the tree.

    Working With the Explorertip_profiles_admin_guide
    Multiexcerpt
    MultiExcerptNametip_profiles_admin_guide
    Tip

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

    Working With the Explorerversion_considerations
    Multiexcerpt
    MultiExcerptNameversion_considerations

    By exporting and importing, you can transfer Designer contents between PAS installations. These installations may have divergent versions.

    Info

    As of Designer 21.1.3, import will perform migrations on the imported service if the data to be imported is not older than Designer 21.1.3 (2.0.165).
    If there is a version gap of more than one version, multiple migrations will be applied if necessary.

    Working With the Explorer

    whats_a_service
    Multiexcerpt
    MultiExcerptNamewhats_a_service

    A Service contains one executable service. Services are created in the explorer tree. The necessary settings for your micro service such as the service properties, the BPMN model,  the data model, used libraries and forms are managed within the service. You need to open a service to access its contents via the Service panel, see Working with the Service Panel for details.

    Working With the Explorer

    Modeling BMPN

    cutting_and_pasting_explorer

    Multiexcerpt
    MultiExcerptNamecutting_and_pasting_explorer

    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. Pasting elements is only possible in the same namespace.

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

    Working With the Explorer

    Modeling BPMN

    cockpit_tip
    Multiexcerpt
    MultiExcerptNamecockpit_tip
    Tip

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

    Working With the Explorer

    Modeling BPMN

    create_folder
    Multiexcerpt
    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
    Multiexcerpt
    MultiExcerptNamepaste_url

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

    Working With the Explorer

    Modeling BPMN

    toast_confirmation
    Multiexcerpt
    MultiExcerptNametoast_confirmation

    The action is confirmed by a toast message.

    Working With the Explorer

    Modeling BPMN

    Modeling Forms

    note_element_restrictions
    Multiexcerpt
    MultiExcerptNamenote_element_restrictions
    Note
    titleRestrictions on Element Names

    Element names...

    • ... must not be empty.
    • ... must not contain spaces.
    • ... must not start with numbers.
    • ... must not end with a period (.).
    • ... must be unique in one BPMN model.
    • ... must not contain one of the following characters: <, >, :, ", /, \\, |, ?, *

    Furthermore, ...

    • ... 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.