Use the Structured Process Editor

The structured process editor provides tools to easily create and edit a structured process.

The editor is divided into four areas - Toolbar, Canvas, Activities palette, and Swimlane.

Process Editor Toolbar

The process editor toolbar provides quick access to tools related to process design.

Toolbar Icon Name Keyboard Shortcut Description
Set View icon Set View Not available Set the view size.
Undo icon Undo Ctrl+Z Revert to the last change made to your process.
Redo icon Redo Ctrl+Y Reverse the last Undo action you performed.
Delete icon Delete Delete key

Delete the selected items from your process.

When you delete an activity that contains an incoming and outgoing sequence flow, the incoming sequence flow is automatically connected to the outgoing sequence flow. However, you may need to manually re-configure the surrounding activities.

When you delete a sequence flow from a business process, any implementation details you may have configured for that sequence flow are lost.

Cut icon Cut Ctrl+X

Cut the selected items and copy them to the clipboard.

When you cut an activity that contains an incoming and outgoing sequence flow, the incoming sequence flow is automatically connected to the outgoing sequence flow. However, you may need to manually re-configure the surrounding activities.

Copy icon Copy Ctrl+C

Copy the selected items to the clipboard.

Note that when you copy a human task, the associated form is not copied.

Paste icon Paste Ctrl+V Paste the items currently in the clipboard.
Change icon Change Icon Not available

Change the icon of the selected item. You can also click it to return to the default.

Change Icon is available only when a valid activity is selected.

Change type icon Change Type Not available

Change the type of the selected item.

Change Type is available only when a valid activity is selected.

Snap to Grid icon Snap to Grid S

Center the activities in your process on the closest grid axis.

Existing activities are automatically centered and new activities are automatically centered when they’re added.

Snap to Grid is active only when the grid is shown.

Show/Hide grid Show/Hide Grid G Toggle the display of a grid.
Data association icon Data Association A Opens the data association window where you can link data to the activity inputs and outputs.

Process Editor Canvas

The process editor canvas is the central area of the process editor window. Use the canvas to draw a diagram that represents your business process using the activities available in the Activities palette.

Activities Palette

Use the Activities palette to add activities and sequence flows to your business process by dragging and dropping activities to the process editor canvas.

Click Expand Expand icon to expand a specific type of palette item and see all the activities available for that type. Click the icon again to collapse. Click Show/Hide Palette Show/Hide Palette icon to close and open the palette. See Work with Activities.

Swimlanes

Swimlanes are the horizontal lines that run across the process editor canvas. All activities must be placed within a swimlane. Swimlanes that contain user tasks must have roles assigned to them. Swimlanes visually display the role responsible for performing each activity within your business process.

You can have multiple swimlanes that are assigned to the same role. Swimlanes can make your business process more readable when you must use the same role in different parts of the same business process.

When you create a new business process, a default swimlane is created. You can add additional swimlanes to your business process as necessary. For example, for a travel request approval business flow, you may have two swimlanes. The Employee role is assigned to the first swimlane and the Approver role is assigned to the second swimlane.

See Add and Edit Swimlanes.

See Configure Roles for Process Applications.

Add and Edit Swimlanes

To add a new swimlane and edit swimlane properties:
  1. Open your application and open the structured process.
    Note that a default swimlane is already created for your process.
  2. Click Create New Lane (the plus sign) below the default swimlane.
  3. Click the new swimlane, and then click the edit icon that appears.
    The Properties pane displays.
  4. Choose a role that you had defined from the Roles field.
  5. Optionally, change the color of the swimlane by choosing a color of your choice in the Background Color field.
  6. Close the Properties pane.
The changes you made to the swimlane gets reflected in the editor.