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Step 2: Checking the Import

Step 3: Creating Tiles

Creation of tiles in a new group

To create the tiles in a new group, use the button Create New Group.

Then enter a name for the new group. You can also choose a background color.

Select the elements for which you want to create tiles from the list below.

Finish the process by clicking the Create Tiles button.

Completing the import without creating tiles

If you want to finish the import without creating tiles, click Close.

If you want to create tiles for the imported elements later, you can do this using the Sidebar New Elements or the Sidebar Tree.

ChapterNameExcerpt
Developer Guide execute_export


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MultiExcerptNameexecute_export

The coding must be adapted individually for each template. During execution of the code, the instance data is assigned to the corresponding placeholders in the template and the file is downloaded.

Tip

We are happy to help with the implementation of your data exports. If you would like to use the export function of Scheer PAS BPaaS, please contact your Scheer PAS Consultant.



Developer Guideprovide_export_template


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MultiExcerptNameprovide_export_template


Info

The template can be uploaded in a form or made available directly in the system by an administrator.



Executing Processesapplink_no_rolecheck


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MultiExcerptNameapplink_no_rolecheck

Allow Usage of Start Link without Role Check ( PAS 19.1 )

From role-based apps, you can only access linked apps if role-specific start links (Process App - Create and Process App Overview) have also been created in the child app. If you activate the option Allow Usage of Start Link without Role Check, a user can also access the data of the child app if only a start link without role check has been created.


Executing Processes

applink_parent_child


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MultiExcerptNameapplink_parent_child


Info

Child Instance   = Instance in opening app
Parent Instance = Instance in current app



Executing Processesbutton_close_form


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MultiExcerptNamebutton_close_form


Note

Attention: All following process steps will no longer be executed, the process will stop at this position.



Executing Processes

column_type_config


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MultiExcerptNamecolumn_type_config

Configure Column Type

This option allows you to define your own column types. You could replace actual values with other output values, for example to display a picture instead of a value from the container. In order to define when a set value is replaced by a defined value, conditions have to be defined. How to configurate a column type is described on page Defining Column Types.


Executing Processescolumn_wizard_disabled


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MultiExcerptNamecolumn_wizard_disabled

You can only use the column wizard if the model was assigned to a process app. Otherwise the button remains inactive:


Executing Processes

column_wizard_info


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MultiExcerptNamecolumn_wizard_info


Info

The column wizard is only available for instance tables.



Executing Processes default_buttons_config


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MultiExcerptNamedefault_buttons_config


ButtonActivated Button OptionsDescription

Next

The following default options have been assigned to the Next button:

  • Highlight as Default
    (colored in contrast to the buttons Save and Overview)
  • Got to Next Step
  • Save Instance
  • Validate Fields

One click on this button saves the form entries and progresses the instance to the next process step. If form elements were provided with regular expressions, then an additional check for entry validity is issued.

Tip

Further information about the use of regular expressions can be found on page Validating Form Fields.


Save

The default settings for the Save button are:

  • Save Instance
  • Validate Fields

Use this button to safe your input. If form elements were provided with regular expressions, then an additional check for entry validity is issued.

Tip

Further information about the use of regular expressions can be found on page Validating Form Fields.


Go to Overview

The default setting for the Go to Overview button is:

  • To Overview

With a click on this button the user is transferred from the current form to the coresponding overview. Form input will not be saved.



Executing Processes delete_responsive_element


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MultiExcerptNamedelete_responsive_element


Note
titleDeletion Behavior of Responsive Elements

If you delete a responsive element, it is erased from your work area including all content. While the responsive element will also be erased from your database, its content can still be found and used via the search function.
If the responsive element was linked prior to deleting, then only the current element is erased. The linked elements remain intact and can be found via the search function.



Executing Processes

example_table_config_upload


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MultiExcerptNameexample_table_config_upload

Example: Overview configuration to display uploaded data

A Files Upload element is inserted in a responsive form. It is named Upload Pictures.

Upload was entered as Field Name in Container.

While configuring the overview, add .name to the Field Name in Container.

As a multi file upload element is used, its content is saved as array. So you must also specify the number of the value you want to display (value 0 is referencing the first value of an array).

When completing the form, the element Upload Pictures is used to upload the file Irenes Avatar.
When opening the overview, the name of the uploaded file (including the file format) is shown in the corresponding column Picture as: Irenes Avatar.png.
A click on the instance in the instance table...

... opens the corresponding input form. The element Upload Pictures was used to save the file. Therefore the link Irenes Avatar.png can now be used to download the corresponding file.



Executing Processesform_combinations


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MultiExcerptNameform_combinations

Forms always have to be attached to a function. When modeling an EPC you may use the following form combinations:

  • One function with one responsive form: The process step can only be executed in a browser.

  • One function with one mobile form: The process step can only be executed on a mobile device with Scheer PAS Mobile App installed.

  • One f unction with one responsive and one mobile form: The process step can be executed in a browser and on a mobile device. The Scheer PAS Mobile App must be available on the mobile device.

  • One function with multiple mobile forms: (from BPaaS 17.3 ): The process step can only be executed on a mobile device, which has Scheer PAS Mobile App installed.

  • One f unction with one responsive and multiple mobile forms (from BPaaS 17.3 ):
    The process step can be executed in a browser and on a mobile device. The Scheer PAS Mobile App must be available on the mobile device.

Overview models should contain only a simple EPC with overview form. The following content is allowed:

  • EPC with a responsive overview form: The overview can only be opened in a browser.

  • EPC with a mobile overview form (from BPaaS 17.3 ): The overview can only be opened on a mobile device with Scheer PAS Mobile App installed.

  • EPC with one responsive and one mobile overview form (from BPaaS 17.3 ): The overview can be opened in a browser and on a mobile device. The mobile device must have Scheer PAS Mobile App available.



Executing Processesform_elements_additional_css_classes


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MultiExcerptNameform_elements_additional_css_classes

Additional CSS Classes

Enables a field-acurate layout customization.


Executing Processesform_elements_app_project


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MultiExcerptNameform_elements_app_project

Process App Project

Insert the name of the App Project you wish to link. This field uses auto-complete and shows matching App Projects in a recommendation list. If an App Project was entered, you can open the corresponding model using the button .


Executing Processesform_elements_column_config


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MultiExcerptNameform_elements_column_config

Column Configuration

Click on the gear wheel to open an editor, which enables editing the columns of the table. An overview of available options can be found on page Manual Table Configuration.


Executing Processesform_elements_create_new_tab


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MultiExcerptNameform_elements_create_new_tab

Open New App in New Tab

If this option is activated, a click on opens a new browser tab for the creation of a new instance.


Executing Processesform_elements_current_value


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MultiExcerptNameform_elements_current_value

Current Value

This field can be used to insert default settings for the form element. The field Current Value contains a default value, which appears during form completion. If not overwritten by the user, this value will be transfered to the container while saving.


Executing Processes

form_elements_default_page_size


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MultiExcerptNameform_elements_default_page_size

Default Page Size

Determines the default value for the table page size.


Executing Processesform_elements_description


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MultiExcerptNameform_elements_description

Description

When a user hovers over a form element during execution, the content of the commentary field is shown as a quick info:



Executing Processesform_elements_edit_mode


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MultiExcerptNameform_elements_edit_mode

To choose an option as default setting, click to activate the form field's edit mode. After successful editing finish by clicking .


Executing Processesform_elements_edit_mode_text


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MultiExcerptNameform_elements_edit_mode_text

To insert a text as default click to activate the form field's edit mode. After successful editing finish by clicking .


Executing Processesform_elements_execute_model


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MultiExcerptNameform_elements_execute_model

Run Model After Click

Option to insert a different EPC model from a current BPaaS project.


Executing Processes

form_elements_fieldname_for_possible_values


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MultiExcerptNameform_elements_fieldname_for_possible_values

Field Name for Possible Values

Possible values can not only be entered manually, one can also reference data objects from the container. In this case, enter the reference to the object which is defined in the container into the field Field Name for Possible Values . The settings' field Possible Values remains empty.


Executing Processes

form_elements_fieldname_in_container


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MultiExcerptNameform_elements_fieldname_in_container

Field Name in Container

Defines the name under which the form element will be saved in the data container. If the Field Name in Container remains empty, then the field identifier (name) will be used. If two form elements share the same Field Name in Container, then both will access the same value.

Tip

The Field Name in Container is a technical identifier. It is often used for extended coding. Therefore the Field Name in Container should not contain any spaces, special characters or umlaut. For further information please visit page The Container Principle.



Executing Processesform_elements_focus


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MultiExcerptNameform_elements_focus

Focus on Element

This field is ready for input and will be visually enhanced during form completion.


Executing Processesform_elements_hashtags


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MultiExcerptNameform_elements_hashtags

Hashtags

Possibility to insert your own key terms . The leading hashtag sign # (hash) will be inserted automatically.

Use the space bar to separate multiple hashtags:

 

One hashtag may be issued for multiple elements:


Executing Processesform_elements_hide_input


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MultiExcerptNameform_elements_hide_input

Hide Input

Instead of the entered content only dots are visible. This functionality finds its primary use in password entry.


Executing Processes

form_elements_instance_new_tab


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MultiExcerptNameform_elements_instance_new_tab

Open Instance in New Tab

If this option is activated, a selected instance is opened in a new browser tab.


Executing Processesform_elements_mandatory


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MultiExcerptNameform_elements_mandatory

Mandatory

The marked element must be filled or used.


Executing Processesform_elements_name


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MultiExcerptNameform_elements_name

Name

Field name shown in the form.


Executing Processes

form_elements_overview_new_tab


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MultiExcerptNameform_elements_overview_new_tab

Open Overview in New Tab

If this option is activated, a click on opens the corresponding overview in a new browser tab.


Executing Processesform_elements_possible_values


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MultiExcerptNameform_elements_possible_values


Info

If in the field Possible Values a pair of values with same content was entered, for example 2;2 or yes;yes then one of these values will be deleted from the field display during saving. This value will be saved to the database as both value and label.

For more information please see page Possible Values: Value and Label.



Executing Processesform_elements_read_only


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MultiExcerptNameform_elements_read_only

Read Only

This field is write-protected.


Executing Processes

form_elements_save_in_instance


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Save Value in Instance

If this checkbox is marked, the value entered in this field will be saved to the database during form execution.


Executing Processesform_elements_show_label


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Show Label

If this option is activated, the name of the element will appear in the top row.


Executing Processesform_elements_show_label_inline


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MultiExcerptNameform_elements_show_label_inline

Show Label Inline

The field identifier is shown within the field and can be overwritten.


Executing Processesforms_edit_sidebar


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MultiExcerptNameforms_edit_sidebar

The form element may be edited via the Edit Sidebar.


Executing Processesforms_table_config


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MultiExcerptNameforms_table_config


Tip

Tables have to be configured by the modeler. Please see chapter Configuring Tables to learn more about the available configuration possibilities.



Executing Processes

gear_color


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MultiExcerptNamegear_color

The color of the gear wheel shows, whether an element is empty (light grey) or if content has already been saved (dark grey).


Executing Processesmax_upload_size


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MultiExcerptNamemax_upload_size

Maximum File Size (in MB) PAS 18.1.1

In this field you can limit the size of a file. Each file is checked individually against the restriction. The unit of measurement is megabyte; decimal numbers with a period or comma may also be used as separators.


Executing Processesmobile_image_array


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MultiExcerptNamemobile_image_array


Info

It is not necessary to specify the array value when using the column type image in a Mobile Overview.



Executing Processesnote_execution_model


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MultiExcerptNamenote_execution_model

Execution Model

If you previously created your own EPC model, which shall be the basis for executing the Process App, please overwrite the entry in the field Execution Model. This field uses auto-complete.


Executing Processesnote_init_model


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MultiExcerptNamenote_init_model

Initialization Model

The same holds true for the Initialization Model. An initialization model is used when a process shall be executed prior to starting the process app. An example would be data retrieval from a separate system to enable data access in a process app.


Executing Processesnote_signature_scaling


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MultiExcerptNamenote_signature_scaling


Info

The input is centered. The more accurate the aspect ratio of the signature element corresponds to the drawing field, the larger the input will fill the element during execution. The scaling of the aspect ratio will vary depending on the used device. Use the preview option to adapt the size of the signature element to your device.



Executing Processes

possible_values_unequal


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MultiExcerptNamepossible_values_unequal


Note

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



Executing Processessignature_as_image


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MultiExcerptNamesignature_as_image


Note

Please note that the content of the responsive Signature element cannot be displayed as image in a Mobile Overview.



Executing Processesstart_column_wizard


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MultiExcerptNamestart_column_wizard

The button Start Wizard opens the column wizard.


Executing Processestip_block_elements


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MultiExcerptNametip_block_elements


Tip

It is recommended to only keep standard formatting in divisions. Define all individual changes such as font or font color for all headers in CSS instead.



Executing Processesupload_allowed_types


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MultiExcerptNameupload_allowed_types

Allowed File Types ( PAS 18.1.1 )

If you want to allow certain file types only, specify the allowed file types in this field. Separate multiple file types by comma.

Example: Word and JPG files are allowed


Executing Processesuuid_note


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MultiExcerptNameuuid_note


Info
titlePurpose of Column "UUID"

Each instance is assigned a UUID in the database to enable explicit identification. Instance tables contain a by default hidden column uuid. Unhide the column in order to show instance identification numbers. This information is helpful for example when contacting BPaaS Support with a support request regarding faulty instances.



Executing Processeswarning_applink_no_rolecheck


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MultiExcerptNamewarning_applink_no_rolecheck


Note

Use this option carefully! If a link without role check is used instead of a role-specific start link, the user may view all instances from the linked app.



FAQnote_error_handling


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MultiExcerptNamenote_error_handling


Tip

For an overview of BPaaS error messages, possible causes and solutions, refer to Troubleshooting BPaaS.



General Informationauthorization_check_during_saving


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MultiExcerptNameauthorization_check_during_saving


Info

An authorization check will always be performed while saving.



General Informationcancel_does_not_save


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MultiExcerptNamecancel_does_not_save


Note

Attention: Unsaved data will be lost when clicking Cancel.



General Informationclose_does_not_save


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MultiExcerptNameclose_does_not_save


Note

Attention: Unsaved data will be lost when clicking Close.



General Informationdate_formats


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MultiExcerptNamedate_formats

In two elements design users can specify the output of a date format:

Note

The two elements do not use the same placeholders for the date format.

EPC Element E-Mail

The following place holders may be used to specify the date format in the EPC element E-Mail:

Date FormatPlace HolderDisplayDate Format InputDisplay in Date Field
(example date 01.02.2019)
Year

yy

yyyy

two-digit year figure

four-digit year figure

dd.mm.y

dd.mm.yyyy

01.02.19

01.02.2019

Month

m

mm

mmm

mmmm

month digit without leading 0

month digit with leading 0

month abreviated

month written-out

d.m.yyyy

dd.mm.yyyy

dd. mmm. yyyy

d. mmmm yyyy

1.2.2019

01.02.2019

01. Feb. 2019

01. February 2019

Day

d

dd

ddd

dddd

day digit without leading 0

day digit with leading 0

week day abreviated

week day written-out

d.mm.yyyy

dd. mmmm yyyy

ddd dd.mm.yyyy

dddd, dd. mmmm yyyy

1.02.2019

01. February 2019

Mon 01.02.2019

Monday, 01. February 2019

Form Field Date Picker

Date FormatPlace HolderDisplayDate Format InputDisplay in Date Field
(example date 01.02.2019)
Year

yy

yyyy

four-digit year figure

dd.mm.yy

dd.mm.yyyy

01.02.2019

01.02.2019

Month

m

mm

M

MM

month digit without leading 0

month digit with leading 0

month abreviated

month written-out

d.m.yy

dd.mm.yy

dd. M. yyyy

d. MM yyyy

1.1.2019

01.02.2019

01. Feb. 2019

1. February 2019

Day

d

dd

D

DD

day digit without leading 0

day digit with leading 0

week day abreviated

week day written-out

d.mm.yy

dd. MM yy

D dd.mm.yyyy

DD, dd. MM yy

1.02.2019

01. February 2019

Mon 01.02.2019

Monday, 31. February 2019

Fill Characters

The place holders may be combined with a fill character, for example blank space, dot, comma, hyphen, horizontal line.

Note

Date format placeholders may not be used as fill characters.


Fill CharacterDate Format InputDisplay in Form Field Date Picker
(example date 31.01.2017)
dotdd.mm.yyyy31.01.2017
hyphendd-mm-yyyy31-02-2017
horizontal lineyyyy/dd/mm2017/31/01
blank spaced. MM yyyy31. January 2017
commaDD, d. MM yyyyTuesday, 31. January 2017

fill word

DD, the dd. MM yyyy

Tuesday, the 31. January 2017



General Informationediting_focus


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MultiExcerptNameediting_focus


Tip

Tip for working in BPaaS Editors

Use a single click to set focus to a field.
Use a double click to mark the clicked word.
Use a triple click to mark the entire field's content.





General Information fileupload


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MultiExcerptNamefileupload

Alternatively you may upload a file using the  icon ( BPaaS 17.3 ).


General Information fileupload_image_format


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MultiExcerptNamefileupload_image_format


Info

Supported formats for image files are *.bpm, *.gif, *.jpeg, *.jpg, *.png and *.tiff.



General Informationform_test_mode


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MultiExcerptNameform_test_mode


Info

The testing possibilities of a form are limited within play mode. To test the interaction between multiple apps, start the apps using the tiles in the Scheer PAS Cockpit or use the process app's start link in the Project Editor.



General Information metainfos_unchangeable


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MultiExcerptNamemetainfos_unchangeable


Note

Meta information are not changeable. If you would like to display meta information in a form field you always need to activate read-only characteristic for the relevant fields. If the field remains editable and changes are made to the meta information, those entries will not be saved!



General Informationnote_authorization_concept


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Tip

Additional information regarding creating role based apps can be found in the BPaaS Guide on page Role-based Authorization Concept.



General Information note_element_name


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MultiExcerptNamenote_element_name

Make sure to always name your elements. This name may not contain any of the following special characters: $ * + ? . ( ) [ ] { } / \ | ^
If the field Name remains empty or one of the characters listed above is used, then a corresponding warning will be issued.


General Information overview_one_value_per_field


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MultiExcerptNameoverview_one_value_per_field


Note

The instance table in an overview can only show one value per field.



General Informationsynchronization


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MultiExcerptNamesynchronization


Note

Please be aware that no synchronization will occur between simultaneously opened browser tabs and windows while working on models and forms. Changes made in one window/tab will not automatically appear in a second window/tab. In order to display changes made in a separate window/tab you need to reload your current page.



General Informationtimestamp


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MultiExcerptNametimestamp


Info
The date is saved in amounts of milliseconds (long) since 01.01.1970. Dates that are further in the past are therefore marked with a negative sign.



Modeling EPCsexpert_tip_xor_variables


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MultiExcerptNameexpert_tip_xor_variables


Tip
iconfalse
titleExpert Advice

Use the Button Function After Click to generate variables for the event verification. 

Example: Creation of variable approved

Insert the buttons Reject and Approve to your form.

Set the Reject button's variable approved to 'no' in the Function: After Click :

Code Block
languagejs
themeEclipse
linenumberstrue
container.save('approved', 'no');


The function of button Approve is used to set  approved to "yes":

Code Block
languagejs
themeEclipse
linenumberstrue
container.save('approved', 'yes');


Now check in the events for the variable approved :




Modeling Processesbpaas_collection_name


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MultiExcerptNamebpaas_collection_name

Collection Name

All app data is saved in its own namespace. In field Collection Name you can define sub-namespaces for the instances of this precise start link in the database.

Note

As soon as a collection's name is saved for a start link, its instances will no longer be saved in the same place as the data of the remaining start links of the project. We highly recommend to use this option for trial only. Preferably define the name of the collection on the App Project.



Modeling Processes

close_pop-up


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MultiExcerptNameclose_pop-up

You can leave the pop-up window via the Cancel button.

Note

Caution: In that case, changes will not be saved!



Modeling Processescss_template_blue


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MultiExcerptNamecss_template_blue


Info

As a standard both the Reference model and the Overview model of newly created app projects are assigned the CSS template CSS Blue.



Modeling Processescss_templates


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MultiExcerptNamecss_templates

Template CSS blue

Template CSS red

Template CSS grey



Modeling Processesdeveloper_options


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MultiExcerptNamedeveloper_options


Open the Developer Options menu to use functions for advanced PAS design users.



Modeling Processesdoubleclick_editor


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MultiExcerptNamedoubleclick_editor


Info

Double click on the element to open the editor.



Modeling Processes epc_elements _connector_constraints


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MultiExcerptNameepc_elements_connector_constraints


Tip

In order to prevent an EPC from being ineffective always verify event and counterevent when designating constraints.

Example: A form offers the answers YES a nd NO . In the process, yes-answers shall follow a different path than no-answers. Therefore it has to be verified which of both paths needs to be followed after the form has been saved. Instead of checking if YES or NO was specified, check if YES or NOT YES was entered. This enables you to also pick up cases where neither answer was specified. 

The counterevent to YES is not NO, but NOT YES!



Modeling Processesepc_elements_activate_roles


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MultiExcerptNameepc_elements_activate_roles

Activate Role Check

You need to activate this option to verify during app execution if the user was assigned the necessary roles.

Tip

For further information visit page Role-based Authorization Concept.



Modeling Processesepc_elements_admin_model


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MultiExcerptNameepc_elements_admin_model

Administration Model

The Administration Model verifies that all users were assigned the necessary roles. The Administration Model is defined globally in the App Project element. If you configured an Administration Model to be used with only this precise start link, please save its name here.

Note
titleDEPRECATED with PAS 18.1

Deprecated with PAS 18.1 Do not use the Administration Model for role-based apps but manage roles centrally via Scheer PAS Administration. For further information visit the Administration Guide.



Modeling Processesepc_elements_app_start


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MultiExcerptNameepc_elements_app_start

Start

Use the Start button or double click on the element to execute the process app.


Modeling Processes

epc_elements_cockpit_hide


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MultiExcerptNameepc_elements_cockpit_hide

Hide in Cockpit 

If this checkbox is marked, this element will not be shown in the cockpit sidebar. It is also impossible to create a tile for this element in the cockpit.


Modeling Processes

epc_elements_css


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MultiExcerptNameepc_elements_css

CSS Model

If layout specifications were defined in your own CSS model, please insert its name in this field. Your predefined design will then be in effect for this model.


Modeling Processes

epc_elements_defining_app_project


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MultiExcerptNameepc_elements_defining_app_project


Note

If you define a model directly in the Process App element, then the model assigned to the App Project will be ignored.



Modeling Processes epc_elements_description


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MultiExcerptNameepc_elements_description

Description

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


Modeling Processes epc_elements_edit


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MultiExcerptNameepc_elements_edit

Edit the element via the Edit Sidebar.


Modeling Processes

epc_elements_execution_model


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MultiExcerptNameepc_elements_execution_model

Execution Model

The Execution Model is defined globally in the App Project element. If you configurated an EPC Model, that shall be used with only this precise start link, please save its name here.


Modeling Processesepc_elements_eye


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MultiExcerptNameepc_elements_eye

This field uses auto-complete. Use the icon  to open the underlying EPC.


Modeling Processes

epc_elements_fieldname_rest


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MultiExcerptNameepc_elements_fieldname_rest

Field Name in Container

Assign a name under which the server answer is saved in the container. If the Field Name in Container remains empty, integration.result will be used.


Modeling Processesepc_elements_first_level


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MultiExcerptNameepc_elements_first_level

Elements, that are saved to the work area of the Project Editor cannot be linked via connections.


Modeling Processes epc_elements_hashtags


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MultiExcerptNameepc_elements_hashtags

Hashtags

Possibility to insert your own key terms . The leading hashtag sign # (hash) will be inserted automatically.

Use the spacebar to insert multiple hashtags:

One hashtag may be issued for multiple elements:


Modeling Processes

epc_elements_init_model


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Initialization Model

The initialization model defines process steps that shall be completed prior to executing the app. The to be executed initialization model will be defined globally in the element App Project . If you have already configured an initialization model that shall be used for this precise start link, please save its name here. This model will then be used prior to executing the elements.


Modeling Processes epc_elements_mandatory


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Mandatory

Marks the corresponding element as required.


Modeling Processes epc_elements_name


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Name

Name of the element within modeling.


Modeling Processesepc_elements_query


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Search Query

Define here which information of an instance shall be searched for. Click on the gear wheel to open the editor to save the search query as JSON object.


Modeling Processesepc_elements_role_for_link


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Role for Link

Insert the name of the role to receive app authorization here. The field Role for Link is supported by auto-complete and will list matching suggestions.


Modeling Processes epc_elements_save_instance


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Save Instance

Use this option to save instances to database.


Modeling Processesepc_elements_show_favorites


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Show as Favorite ( PAS 18.1 )

Activate this checkbox to show this element as favorite in the Scheer PAS Mobile App.


Modeling Processesepc_elements_start


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Start

Use this button to start your model.


Modeling Processes link_function


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Note

Avoid linking functions (for more information about reusing functions via the search or context menu, see Copying EPC Elements). Linked functions within an EPC or sub-EPC will lead to errors during process execution.



Modeling Processes logical_operators


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Find an overview of commonly used logical operators below:

OperatorMeaning
== Equality operator
!= Inequality operator
=== Strict equality operator
!== Strict inequality operator
< Smaller-than-operator
<= Smaller-than-or-equal-operator
> Larger-than-operator
>= Larger-than-or-equal-operator
&& Logical AND-operator. All connected logical expressions have to be fulfilled in order to comply with conditions.
|| Logical OR-operator. At least one of the connected logical expressions has to be fulfilled in order to comply with conditions.
! Logical NOT-operator. Reverses the logical value.


Note

Generally always use the strict (in-)equality operator. This is to ensure that two operands match not only in value but also by type.



Modeling Processesnote_mobile_elements


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Tip

Mobile elements can only be executed in the Scheer PAS Mobile App.



Modeling Processesnote_process_apps_until_17.2


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titleNote on working with BPaaS up to version 17.2

It is only possible to update models of an app centrally in the App Project since version 17.3. In older versions Execution, Initialization and Administration Models as well as the names of collections need to be individually defined in the elements Process App - Create and Process App - Overview.




Modeling Processesnote_roles_in_apps


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Note

Keep in mind to always issue two roles! Each role must be assigned to a Create and an Overview element.



Modeling Processes

pop-up_save


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Use the Save button in the pop-up window to save changes.


Modeling Processes process_step_deleted


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Note
titleCaution when deleting process steps out of a (productive) EPC
  • Instances, which are situated in this process step can not be opened again after deletion. When trying to open an affected instance an error message will be displayed in the overview. The message contains name and ID of the deleted process step.
  • Every function has its own ID in the database. A new function with the same name cannot therefore replace a deleted function.



Modeling Processesrestifier_url_internal


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Note

If your SAP Restifier is situated in a customer environment, do not forget to fill out the field URL (internal) in the System element.



Modeling Processes sidebar_categories


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Info

The drop-down menu in the Sidebar New Elements will only show elements that can actually be created on this current editor level.



Modeling Processesvolatile_data


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Note

Without further modeling the data is volatile, meaning it has been deposited in the container, but not saved. For further information see Saving and Deleting Instances.



Modeling Processesworker_declaration


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Note

Do not start worker coding with a declaration.



Modeling Processes & Executing Processesmodel_id


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ID ( PAS 19.2 )

The read-only field contains the model ID of the element. Designers can use the ID for example in the search to link the element in other models.


Role-based Authorization Conceptexpert_advice_designer_start_links


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titleExpert Advice

Design users can not only use the app, but also edit it. For test purposes, it may be useful for the modeler to be able to run through all the steps of an app without having to change the user role.

To do so, create two "Designer start links" (Create and Overview) and deactivate the role check for these links. As a designer, you can now run through all process steps without having to create your own designer role.

If you also activate the option Hide in Cockpit, other users are note able to create tiles in the cockpit for the designer start links. This guarantees that only users with modeling authorization can run the app without role check.

Important note: When testing role-based apps, you should always test all start links and not just run the app as designer!



Role-based Authorization Conceptold_authorization_concept


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Note

The following usage description of roles is deprecated.

Starting with version PAS 18.1 we urgently recommend to create apps with central role management. Starting with version PAS 18.1 please only use the element Role.



Role-based Authorization Conceptoverview_availability


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Info

The role check does not apply to overviews. Basically all users are allowed to open overviews. Create specific overviews for each role using search queries or restrict user rights using the role rights option.



Role-based Authorization Conceptroles_general_info


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Note

When modeling role-based apps, also note the general information on page Role-based Authorization Concept.



Role-based Authorization Concepttransporting_central_roles


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Note

Important Note for Transporting Apps with Roles

Roles are managed centrally in the administration. When transporting role-based models from one system to another (for example, from a test system to a production system), you must ensure that the roles are also imported to the relevant administration. Further information on this topic can be found in the Administration Guide > Reusing Central Roles.



Starting BPaaS bpaas_supported_browsers


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Scheer PAS supports the latest versions of the following browsers:

  • Google Chrome
  • Mozilla Firefox
  • Microsoft Edge

There are a number of other web browsers you may use, but Scheer PAS GmbH's support is limited to the browsers listed in the table above.

If the platform is called with a browser that is not supported, the following note appears on the login screen:
This version is not supported. Disable compatibility mode or update your browser to guarantee a flawless use.

Info
titleUsage of Internet Explorer

If you are using Internet Explorer 11, make sure it is running in Edge mode.



Starting BPaaScockpit_import_main


In the window JSON import, you have to add the project or app to be imported as a JSON object.

You have two options to add the JSON object:

1. If the object is available as JSON file on your desktop, drag and drop the .json file onto the JSON-Import field.

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Exported apps or entire projects can be imported into the cockpit.

Click on the button Import Projects or Apps in the Sidebar Additional Actions.
The import dialog opens in a separate pop-up window.

Step 1: Defining the Import

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Use UTF-8 coded files.

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2. Copy the content of an export window to your clipboard and paste it into the JSON import window.

Now use the drop-down menu to select in which profile the import shall be saved.

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The Import button only activates once import object and profile are entered.
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Once the import has started, all to be imported files will be initially analyzed to avoid duplicates.
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If the chosen profile already contains models with the same name, then these will be listed alongside their element type and element name.

If you wish to continue your import, then these elements will be overwritten with your import elements. To continue, please click the button OVERWRITE.

To discontinue click CANCEL.

To change the import object, choose BACK to return to step 1.

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If no existing models are found or if - in step 2 - you have decided to overwrite, the import is executed.

In step 3 you have to decide whether you want to create tiles for the imported models directly in the cockpit.

In the cockpit, tiles for projects and process apps can only be stored in a group. Therefore, if you want to create tiles, you have two options:

  • Creation of tiles in a new group
  • Creation of tiles in an existing group
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The tiles for the selected elements are created within the new group.
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Creation of tiles in an existing group

You can also create the tiles in an already existing group. To do so, deactivate the Create New Group button.

Open the drowp-down list Create tiles in this group to select one of the existing groups.

Select the elements for which you want to create tiles from the list below.

Finish the process by clicking the Create Tiles button.

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Creation of tiles impossible

If the import file only contains Process App elements with activated option Hide in Cockpit, step 3 of the import cannot be executed.

In that case, a corresponding message is displayed in the import window.

Starting BPaaScockpit_import_step1



Starting BPaaScockpit_import_step1


Exported apps or entire projects can be imported into the cockpit.

Step 1: Defining the Import
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Click on the button Import Projects or Apps in the Sidebar Additional Actions.
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The import dialog opens in a separate pop-up window.


In the window JSON import, you have to add the project or app to be imported as a JSON object.

You have two options to add the JSON object:

1. If the object is available as JSON file on your desktop, drag and drop the .json file onto the JSON-Import field.

Info

Use UTF-8 coded files.


2. Copy the content of an export window to your clipboard and paste it into the JSON import window.

Now use the drop-down menu to select in which profile the import shall be saved.

The Import button only activates once import object and profile are entered.
Step 2: Checking the Import



Starting BPaaScockpit_import_step2


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Once the import has started, all to be imported files will be initially analyzed to avoid duplicates.
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If the chosen profile already contains models with the same name, then these will be listed alongside their element type and element name.

If you wish to continue your import, then these elements will be overwritten with your import elements. To continue, please click the button OVERWRITE.

To discontinue click CANCEL.

To change the import object, choose BACK to return to step 1.

Step 3: Creating Tiles



Starting BPaaScockpit_import_step3Starting BPaaScockpit_import_step3


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If no existing models are found or if - in step 2 - you have decided to overwrite, the import is executed.

In step 3 you have to decide whether you want to create tiles for the imported models directly in the cockpit.

In the cockpit, tiles for projects and process apps can only be stored in a group. Therefore, if you want to create tiles, you have two options:

  • Creation of tiles in a new group
  • Creation of tiles in an existing group
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Creation of tiles in a new group

To create the tiles in a new group, use the button Create New Group.

Then enter a name for the new group. You can also choose a background color.

Select the elements for which you want to create tiles from the list below.

Finish the process by clicking the Create Tiles button.

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The tiles for the selected elements are created within the new group.
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Creation of tiles in an existing group

You can also create the tiles in an already existing group. To do so, deactivate the Create New Group button.

Open the drowp-down list Create tiles in this group to select one of the existing groups.

Select the elements for which you want to create tiles from the list below.

Finish the process by clicking the Create Tiles button.

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Completing the import without creating tiles

If you want to finish the import without creating tiles, click Close.

If you want to create tiles for the imported elements later, you can do this using the Sidebar New Elements or the Sidebar Tree.


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Creation of tiles impossible

If the import file only contains Process App elements with activated option Hide in Cockpit, step 3 of the import cannot be executed.

In that case, a corresponding message is displayed in the import window.

Starting BPaaScockpit_import_step2



Starting BPaaScreate_tile


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To create a new tile, use the links in the Sidebar New Elements .


Starting BPaaScreate_tile_note


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Note

Modelers can create project, app and external link tiles. App users are only authorized to create tiles for apps and external links.



Starting BPaaSdelete_tile


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To delete a tile from cockpit, please click on theicon . Confirm the deletion in the pop-up window.


Starting BPaaSnote_tile_creation


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Note

PAS design users are allowed to create project, app and link tiles. PAS execution users are only authorized to create app tiles and tiles for external links.



Starting BPaaStip_creating_tiles


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Tip

The creation of tiles is explained in detail on page The New Elements Sidebar.



Starting BPaaStip_tile_configuration


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Tip

The configuration options of tiles are explained in detail on the page The Content Area.



Working with BPaaS Editor global_search


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Tip

For helpful tips on using global search, visit page Searching in BPaaS Editor.



Working with BPaaS Editorsearch_maximum


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Info

The hit list displays a maximum of 15 results. If the object you are looking for is not below it, refine the search entry. The system searches according to several criteria: Name, translation for the current language, object type and hashtag.




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