Adding and configuring items in the flowchart
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Prerequisites
- Access to the File > Process (PM022) menu.
- Previously created process.
Introduction
To add a new item to the flowchart, it is possible to use the Drag-N-Drop feature or the menu that is displayed upon selecting an item that was previously designed in the flowchart.
After adding the items, there are other features that can be used to configure them, such as switching positions or connecting items.
See below how to add and configure items in the flowchart:
Adding an item
To add an item with the Drag-n-Drop feature, click on the item and drag it to the flowchart area.
The item will be displayed in the flowchart, but it will be still necessary to connect it to the other items.
Connecting items
Select the item that will be connected to another item. Some options will be displayed next to the selected item. Click on the option that corresponds to the connector (arrow; sequence flow) and on the item that will be connected.
To make the connection between two flowchart items, it is also possible to use the connector options displayed on the Items panel. To do that, click on the desired connector (in the items panel), click on the predecessor item, and then click on the second item.
Menu of the selected item
Another way to add items is to use the menu that appears when selecting a flowchart item. The menu will display the most used items. Click on the item you wish to add. At this point, the item will be added to the flowchart connected to the previous item.
If you wish for the item to be connected to a different item, instead of clicking on it, drag it to the location in which it will be connected.
Aligning items
When adding a new item, it may be necessary to correct its alignment in relation to the other items in the flowchart. To do so, click on it and drag it to the desired position. BPM will display horizontal or vertical lines when the item is aligned with another.
Configuring activity items
After dragging an activity to the flowchart area, it will be necessary to enter an ID # and a name for the activity before saving. To do that, select the activity in the flowchart and fill out the ID # and Name fields in the General section of the Item panel.
- Filling out these fields is mandatory, but the system automatically defines a sequential value for the item ID # and name of the activity.
- If necessary, it is possible to edit the ID # and the Name of the activity after the flowchart has been saved, but this operation must be performed through the activity item data. To do that, select the item in the flowchart and click on the Data button of the button panel.
Configuring sub-process items
After dragging a sub-process item to the flowchart area, it will be necessary to select the process that will be defined as a sub-process. To do that, select the sub-process item in the flowchart and select the process in the Sub-process field in the General section of the Item panel.
- Filling out this field is mandatory; if no process is selected, a screen will be displayed with the "Inexistent sub-process" error when trying to save the flowchart.
- Next to the Sub-process field, the Add button is displayed, allowing the creation of a new process, selecting it as a sub-process of the flowchart being designed.