Creating a Process Flow in the Activities and Transitions Tabs

You can create a process flow by creating activities in the Activities tab and defining transitions in the Transitions tab.

To create a process flow in the Activities and Transitions tabs:

  1. Open or create a Process specification.

  2. Click the Activities tab.

  3. In the Activities section, click Add.

    The Create Activity dialog box appears.

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

  5. (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.

  6. 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.

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

  8. Click OK.

    The Create Activity dialog box closes and the activity appears as a row in the Activities table. Its details are shown in the Activity Area to the right of the table. (Activities you create in the Activities tab are also visible in the Process Flow tab.)

  9. Repeat steps 3 through 8 for each activity you want to include in the process flow.

  10. Click the Transitions tab.

  11. Click Add below the Transitions table.

    The Create Transitions Element dialog box appears.

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

    1. In the From Activity field, click Select.

      The Select From Activity dialog box appears.

    2. Select an activity, and then click OK.

      The Select From Activity dialog box closes and the activity appears in the From Activity field.

    3. In the To Activity field, click Select.

      The Select To Activity dialog box appears.

    4. Select an activity (or End), and then click OK.

      The Select To Activity dialog box closes and the activity appears in the To Activity field.