No, it comes as a part of Transaction Monitoring. Access to PMF is based on user role. By default, only a user with the role of a Case Administrator can access PMF. Business users will provide all the business requirements for the workflows and then a user with some technical knowledge will create and manage the workflows in PMF. Business users are not expected to work in PMF directly.
Use Process Modeler to view and edit existing workflows and create new workflows.
Use Process Monitor to view the path (of the workflow) that a case has already traversed, its current status, and the next possible paths in that workflow. Since, there can be several versions of each workflow that are being used by CM at the same time, Process monitor displays a workflow diagram of the version that case is using.
Yes, one workflow can be associated with any number of case types. However, one case type can be associated with only one workflow.
How do I see all the versions of a workflow?
The list of workflows displayed in Process Modeler shows all the versions of every workflow that exists in the database. Using the Process Name and Process ID a user can identify which records are the versions of the same workflow.
Can I edit default workflows?
Since, default workflows will be overwritten during an upgrade, we do not recommend using default workflows in production. If a workflow is overwritten during an upgrade, it may impact all the inflight and closed cases using that workflow. You can copy default workflows or create a new version of the workflow.
If I modify a workflow, what impact does that have on cases already using the workflow?
PMF provides the ability to modify a workflow and either save the changes directly on that workflow or create a new version of the workflow. This is achieved using 2 buttons on the PMF Process Modeler Canvas (page on which you draw the workflow):
· Save overwrites the workflow being edited. As a result all cases (in-flight and closed) using that workflow will follow the modified workflow as soon as the changes are saved in PMF. New cases (of the Case Type(s) using this workflow) will also use this modified workflow.
· Save as New Version saves the modifications as a new version of the workflow. When this happens the version number assigned to this new version = parent workflow’s version number + 1. For example: If the parent workflow had a version number 4, this new workflow will have a version number 5. But just saving a new version of a workflow does not have any impact on any case unless this new version is mapped to a Case Type in Case Designer.
When the Case Type-Workflow mapping is updated in Case Types UI, all cases of that Case Type created after the update will use the latest workflow mapped to the Case Type. All older cases of that Case Type continue on the version they were using previously. The moment a case type is mapped to a different workflow, new cases will start using the new workflow (but old cases will not be impacted).
Example:
· Jan 1, user creates a new AML workflow and maps it to Case Type = AML. So we have:
· Process ID = 1, Process Name = AML, Version = 0, mapped to Case Type = AML
· Jan 2, cases with type = AML start coming in and use the AML workflow Version 0.
· Jan 5, user creates a version of this AML workflow. So we have:
· Process ID = 2, Process Name = AML, Version = 1
· User creates this new version on Jan 5 but does not update the Case Type - Workflow mapping. So in Case Designer Case Type = AML is still mapped to Workflow = AML Version 0.
· Jan 6 new cases with type = AML come in and are still going to use the AML workflow Version 0. Old cases (Jan 2 – 6) are also going to continue using AML workflow Version 0. If the user had modified the Case Type - Workflow mapping to map to the AML workflow Version 1, new cases arriving on Jan 6 would have used the AML workflow Version 1.
· Jan 7, user creates another version of this AML workflow and this time also changes the Case Type-workflow mapping to use this latest version. So we have:
· Process ID = 3, Process Name = AML, Version = 2, mapped to Case Type = AML.
· Jan 7 (after the change in step 6), new cases with type = AML come in and are now going to use the AML workflow Version 2. Old cases (Jan 2 – Jan 7 prior to the change in Case Designer) are going to continue using the AML workflow Version 0.
If I create a new version of a workflow in PMF and want to have someone review it before it does into production. How do they ensure that the new version is not active until they want it to be?
If this workflow is linked to a Case Type in Case Designer, and the user saves the modifications using the Save feature, changes are reflected immediately in production. If the user saves the modifications using the Save as a New Version feature, they have to associate it with the case type for it to be enabled.
Can I copy workflows?
Yes, workflows can be copied in Process Modeler. Copying a workflow copies the workflow design (states and transitions diagram) but none of the metadata associated with the workflow is copied. Therefore, after copying a workflow, clients will have to fill-in several details to make the workflow functional. Refer to the PMF User Guide for instructions on copying workflows.
Can I deactivate a workflow in PMF? What impact does that have on cases already using the workflow?
PMF does not allow deactivation of workflows. If you do not want to use a workflow but also do not want to delete it, they can use the end date feature or just not associate that workflow with any case type in Case Types UI.
Can I delete a workflow in PMF? What impact does that have on cases already using the workflow?
Yes, you have the ability to delete any version of a workflow through Process Modeler but we recommend that users set an end date instead so that the workflow remains available for future use. If the workflow is being used by one or more case types, clients should be advised to update Case Type definition (Case Management UI) to use a different workflow prior to deleting a workflow. If a case type is associated with a deleted workflow, the application will receive an error message when it tries to call this workflow.
How is assignment done?
PMF does not perform case assignment.
Can PMF update the status of a case automatically when the Due Date on a case passes?
No, at this time, PMF requires all status changes to be manually completed. We are looking to provide this functionality in the future.
Can PMF interact with external applications?
Yes, it has the ability to call API’s, web services, and Java code.