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Documentation 8.4

C00083~1_img1   Process Modeling> Introduction to process modeler

 

C00083~1_img1   Process Modeling> Modeling a process from a template

 

General characteristics of this modeler are specified below.

New Process

 

The modeler user from IT can design new procesess which, after being defined and published, can be used in the portal of Deyel.

 

In the same workspace and by using concepts from BPMN 2.0 (Business Process Model and Notation), it can be simply modeled in an intuitive environment:

 

The process diagram with its activities, interconnections, events, time, alerts and actors involved, in a way that allows interaction with the business user and that they easily understand the process scope.

 

Business rules which define the behavior of each of the diagram elements, as well as the validations, automatic actions for sending messages and integration with other applications.

Steps for Creating a New Process

 

 

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Step 1: Open the Assistant with Templates

A new process can be created from the icon n-boton_mascorresponding to the context menu.

From the icon NuevoProceso

From the drop down menu with option “Process”

 

In both cases, an assistant is opened which allows to define the new process by selecting one of the predefined templates to base on, or starting from an empty design area.

Step 2: Enter the Templates Properties

 

The properties are grouped in containers.

 

Basic Information

Presents information common to all processes.

 

Name of the Process
The modeler should enter the name of the process they are creating.

 

Owner        
User, organizational unit or role that is modeling the process, it is the responsible user of the process maintenance. The predetermined owner is the logged in user.

 

CM0042~1_img2 Opens the profile show panel.

C00041~1_img4 Deletes the selected participant.

C00041~1_img1 Selects an existing participant. This icon is enabled when deleting a participant.

 

Initiator

The participant who can initiate the process, it can be a user, an organizational unit, a role or an agent. For a participant to start a process, it must be published. The predetermined initiator is the agent All users.

 

C00041~1_img3 Opens a “New Participant” window to define a new role.

CM0042~1_img2 Opens the profile show panel.

C00041~1_img4 Deletes the selected participant.

C00041~1_img1 Selects an existing participant. This icon is enabled when deleting a participant.

 

Participants

This container is only visualized if the new process is defined from a predefined template. The participants in the container depend on the type of template that has been selected. If an authorization template is selected, authorizing users will be displayed, while if a data collection template is selected, participating areas will be displayed. The predetermined value for the participants is the logged in user.

 

As many participants as there are actors in the selected template are defined. For each of the participants, a specific user can be selected, as well as an organizational unit, a role or an agent.

 

C00041~1_img3 Opens a window to define a new role.

CM0042~1_img2 Opens the profile show panel.

C00041~1_img4 Deletes the selected participant.

C00041~1_img1 Selects an existing participant. This icon is enabled when deleting a participant.

 

New Participant

 

New Role

Allows to enter the name of the new role and the users that make it up.

 

 

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Commands

A process can be used as a command, in such case the following properties must be completed.

 

Start from Chat

Indicates if a user can initiate the process from a conversation. If such property is checked the following must be completed:

 

Command Name

Allows to enter the command name with which the process can be initiated from a conversation.

 

Define New Assistant

Indicates if a new chatbot is defined or if an existing one is selected. By default the user can visualize the property Select Assistant Bot.

 

 Assistant Bot Name

 If the property Define New Assistant is checked, the name of it must be indicated.

 

 Select Assistant Bot

 If the property Define New Assistant is not checked, there must be a selection for which chatbot has the command.

Step 3: Close Properties Panel

 

C00041~1_img6 Select Template

The user can return to the templates assistant to select a new one.

C00041~1_img5 Create Process

The user moves on to the process workspace and depending on the option selected in the assistant, the graphic modeling area is displayed with a different content:

With the process diagram corresponding to the selected template.

With the minimal graphic elements so that a process can be saved, if none of the predefined templates have been selected.

Workspace Sections

 

Top Toolbar

 

Graphic Modeling Area

 

Side Toolbar

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