Documentation

Business process setup guide (BPMS)
PDF

Case designer

Use the case designer to configure case steps and their sequence. To configure a case, select it in the list of cases and click [Open]. Setting up and editing case steps and stages is done in the case designer UI, which consists of the toolbar, the stages panel, the working area and the element settings panel (Fig. 202).

Fig. 202 Case designer UI

chapter_case_designer_interface.png 

Toolbar

The toolbar (1) contains the following buttons

  • [Save] – saves changes made to the case in the case designer. All changes will immediately become available on the workflow bar of the new records in the corresponding section.

  • btn_system_designer.png – opens the case parameter page or parameter page of the currently selected case element.

  • btn_designer_documentation.png – opens the case designer help on the academy.bpmonline.com.

The [Actions] menu contains the following commands:

  • [Metadata] – opens the metadata of the case.

  • [Metadata export] – exports case metadata to an MD (Markdown) lightweight markup language file.

Stages panel

Use the stages panel (2) to map and manage the workflow stages for the case. With the help of the stages panel, you can add, remove and connect stages displayed on the workflow bar of the corresponding section.

Working area

The working area (3) of the case designer is used to create and configure cases. The working area enables you to add case stages and configure their parameters.

Properties area

Use the properties area (4) to set up the case and case element parameters. The list of available settings depends on the type of the currently selected case designer element.

Case designer hot keys

Use the hot keys to easily trigger certain operations in the case designer.

Hot keys

Notes

Ctrl + S

Save the case.

F1

Open help

Ctrl + M

Show metadata

Delete

Delete the currently selected task or sub-process.

See also

Case elements

Working with case elements

Case execution

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