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C00083~1_img1   Process Modeling> Introduction to process modeler

 

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

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 work space and by using concepts from BPMN 2.0 (Business Process Model and Notation), it can be simply modelated 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 behaviour 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_mas corresponding 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 take as a basis, or starting from an empty design area, represented by the first element on the grid.

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 modelator should enter the name of the process they are creating.

 

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

 

CM0042~1_img2 Open panel of profile query.

C00041~1_img4 Remove the selected participant.

C00041~1_img1 Select an existing participant. This icon is enabled when removing 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.
It is possible to invite an external user as initiator, informing their email. If more than one user is invited, the generation of a new role starts automatically.

 

C00041~1_img3 Open a window “New Participant” to define a new role or invite an external user.

CM0042~1_img2 Open panel of profile query.

C00041~1_img4 Remove the selected participant.

C00041~1_img1 Select an existing participant. This icon is enabled when removing 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 particular user can be selected, as well as an organizational unit, a role or an agent.

 

C00041~1_img3 Open a window to define a new role or invite an external user.

CM0042~1_img2 Open panel of profile query.

C00041~1_img4 Remove the selected participant.

C00041~1_img1 Select an existing participant. This icon is enabled when removing 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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Invite User

Allows to enter the mail of the external user who is invited. If more than one user is invited, the generation of a new role starts automatically.

 

 

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Commands

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

 

Start from Chat

Indicates if a user can initiate th process from a conversation.

 

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.

 

 Assistant Bot Name

 If you mark the property Define New Assistant, the name of it must be indicated.

 

 Select Assistant Bot

 If you do not mark the property Define New Assistant, you must select which chatbot has the command.

Step 3: Close Properties Panel

 

C00041~1_img6 Select Template

You can return to the templates assistant to select a new one.

C00041~1_img5 Create Process

You move on to the process workspace and depending on the option selected in the assistant, the graphic modeling area is visualized with a different content:

With the process diagram corresponding to the selected template.

With the minimal figures so that a process can be saved, if none of the predefined templates has been selected.

Workspace Sections

 

Top Toolbar

 

Graphic Modeling Area

 

Side Toolbar

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