Modeling bar of Process Designer

The modeling bar of Process Designer includes the following buttons.



Button Name Description

Designer

Lets you model a process, case or case fragment. See Design a basic process map.

Variables

Lets you create process variables. See Process variables.

States

Lets you create states. See Map states.

Milestones

Lets you create milestones. See Map milestones.

Roles

Lets you create roles. See Roles.

Notes

Lets you view and update process notes. See Process notes.

Process Events

Lets you create process events. See Process event.

Document Set

Lets you create document sets. See Document set.

Integration

Opens the Integration module and lets you manage database connections, web service references, .NET assemblies, SharePoint sites, Dynamics CRM, Dynamics AX, HP TRIM, and Exchange. See Integration module.

Data

Opens the Data module and lets you:

  • Create lookups, entities, work types, and checklist templates, folder types, extraction groups, classification groups.
  • Manage server variables, checklist items and field formatters.

See Data module.

Resources

Opens the Resources module and lets you create workers, groups and external resources. See Resources module.

Business Rules

Lets you model business rules. See Business rules.

Business Events

Opens the Business Monitoring module and lets you create business events, alerts and targets. See Business Monitoring module.

System

Opens the System Settings module and lets you:

  • Configure System settings.
  • Create categories, job schedules, regular expressions, system tasks, scan/VRS profiles, separation profiles, PDF generation profiles and import settings connections.
  • Search for locked and unlocked items, configure access permissions.
  • Clear down jobs.

See System Settings module.