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ChapterNameExcerpt
Managing Projectsbpmn_created
Multiexcerpt
MultiExcerptNamebpmn_created

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

Managing Projectscreate_bpmn
Multiexcerpt
MultiExcerptNamecreate_bpmn

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

Managing Projectscreate_folder
Multiexcerpt
MultiExcerptNamecreate_folder

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

Managing Projectscreate_project
Multiexcerpt
MultiExcerptNamecreate_project

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

Managing Projectscutting_and_pasting
Multiexcerpt
MultiExcerptNamecutting_and_pasting

Cutting and Pasting

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

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

Info

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

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

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

Managing Projectsdescription_editor_save
Multiexcerpt
MultiExcerptNamedescription_editor_save

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

Managing Projectsfolder_created
Multiexcerpt
MultiExcerptNamefolder_created

The new folder is created and displayed in the tree.

Managing Projectsinfo_libraries_mandatory
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MultiExcerptNameinfo_libraries_mandatory
Info

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

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

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

Managing Projectsproject_content
Multiexcerpt
MultiExcerptNameproject_content

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

Managing Projectsproject_created
Multiexcerpt
MultiExcerptNameproject_created

The new project is created and displayed in the tree.

Managing Projectstip_profiles_admin_guide
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MultiExcerptNametip_profiles_admin_guide
Tip

For further information on namespaces visit the Administration Guide.

Managing Projectstoast_confirmation
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MultiExcerptNametoast_confirmation

The action is confirmed by a toast message.

Managing Projectstree_export
Multiexcerpt
MultiExcerptNametree_export

Export

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The export is an available option for the following elements:

  • Folder
  • Project
  • Model
  • BPMN model

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

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

  • JSON
  • XML

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

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

Import

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The import is an available option for the following elements:

  • Folder
  • Model

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

Image ModifiedOpen the drop-down list Select Format in the import pop-up window to choose the format for your import.
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Supported formats are:

  • JSON
  • XML
  • ARIS

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

Image ModifiedA toast message confirms the successful import.
Image ModifiedThe imported element is displayed in the tree.
Modeling Servicesexecution_toolbar
Multiexcerpt
MultiExcerptNameexecution_toolbar

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

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

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DeleteClick on the trash can to delete an element from the execution canvas.
Image ModifiedGo to libraryUse this icon to highlight the current parameter in the library panel.
Modeling Servicesmodel_toolbar
Multiexcerpt
MultiExcerptNamemodel_toolbar

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

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

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

  • Image Modified = Tooltips are disabled.
  • Image Modified = Long version of the tooltip is displayed.
  • Image Modified = Short version of the tooltip is displayed.
Image ModifiedDeploy service

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

  • = Deploy the service.
  • = Start the service.
  •  = Stop the service.
  •  = Open your Scheer PAS BRIDGE.
Image ModifiedFree textClick the text icon to create a text box on the BPMN canvas.
Image ModifiedAdd imageIf you want to add an image on the BPMN canvas, click the Image icon.
Image ModifiedInsert/Remove horizontal spaceUse this icon if you need more or less space on the canvas. Click on the canvas to display the start line, the second click marks the end line and defines the size of the area to be added. To add space, click from left to right to define the area. If you want to delete a horizontal space, click from right to left to define the area.
Image ModifiedInsert/Remove vertical spaceUse this icon if you need more or less space on the canvas. Click on the canvas to display the start line, the second click marks the end line and defines the size of the area to be added. To add space, click from top to bottom to define the area. If you want to delete a vertical space, click from bottom to top to define the area.
Image ModifiedUndoIf you want to cancel your last action on the BPMN canvas, use this icon.
Image ModifiedRedoUse this icon to restore the action that you had previously undone.
Supported BPMN Elements
object
objects_config_options
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MultiExcerptName
object
objects_config_options

Open the object properties panel to use the configuration options of the element.

Supported BPMN Elementsobjects_font
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MultiExcerptNameobjects_font

Use this section to change the font of the current object. You have also several formatting options.

Supported BPMN Elementsobjects_shape_tab
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MultiExcerptNameobjects_shape_tab

Shape

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

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

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If you want to change the border color of the object, click on the color placeholder to display the color picker.
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Changes of the opacity apply equally to background and border color.