Creating a Process Flow Graphically

You can create a process flow by using the palette in the Process Flow tab of the Process editor.

To create a process flow graphically:

  1. Open or create a Process specification.

    The Process specification editor appears.

  2. Click the Process Flow tab.

  3. Click the Activity item in the Palette menu.

    The cursor is replaced by crosshairs.

  4. Click where you want the activity to appear in the palette. You can reposition the activity later if necessary.

    The Create Activity dialog box appears.

  5. In the Name field, enter a name for the activity.

  6. (Optional) In the Display Name field, enter a name for the activity that will be visible in UIM. If you do not enter a display name, the activity name is used instead.

  7. In the Task field, do one of the following:

    To associate the activity with an existing Task specification:

    1. Click the Select button.

      The Select Task dialog box appears.

    2. Select a Task specification, and then click OK.

      The Select Task dialog box closes and the Create Activity dialog box displays the name of the task.

    To create and select a new Task specification:

    1. Click the New button.

      The Task Specification Wizard dialog box appears.

    2. Enter a name for the Task specification.

    3. (Optional) Enter or select a location for the Task specification.

    4. Click OK.

      The Task Specification Wizard dialog box closes and the Create Activity dialog box displays the name of the task.

  8. (Optional) To flag the activity as critical, select the Critical check box. Critical activities are displayed with special icons in UIM.

  9. Click OK.

    The Create Activity dialog box closes and the activity appears as a box in the palette.

  10. Repeat steps 3 through 9 for each activity you want to include in the process flow.

  11. Click the End item in the Palette menu.

    The cursor is replaced by crosshairs.

  12. Click where you want the end item to appear in the palette. You can reposition the activity later if necessary.

    The End icon appears in the palette.

  13. Repeat the following steps for each transition in the flow, starting with the Start icon and ending with the End icon:

    1. In the Flows area of the palette, click the Next item.

      The cursor is replaced by crosshairs.

    2. Position the crosshairs in the Start icon or an activity box until the icon or box is highlighted.

    3. Drag to the next activity in the flow, and then click when the activity is highlighted.

      An arrow connects the boxes in the palette.