Options for Editing a Process Model

The process modeler displays different views at design time for process models and at runtime (or after post-process completion) for process instances. The current view is displayed above the toolbar. Depending on the view you first open, you can switch between the Edit Process view and the Monitor Process view, or between the Process Designer view and Process Analyst view.

The process modeler toolbar also displays different options depending on the view being displayed. These options are detailed in the following table.

To… Click Description Process Designer View Process Analyst View Edit Process View Monitor Process View
Create a new process model New Process If you have a process model that is already open, the new process model opens in a new tab. X X X X
Open a process model Open Process Select a process model to open. Multiple process models appear on additional tabs. X X X X
Save a process model Save Process In the Process Designer view, the Save button creates an updated draft of the process model, but does not publish the new version. You must click Save and Publish to ensure your new process model launches when a new process is started. To save the process model without compromising the current process model, click File > Save New Version. X X X  
Print a process or process model Print The Print dialog box appears, which allows you to configure your print settings. You must enable the printing of background images in your browser to show gridlines on your printed output. X X X X
Reload the process Reload Allows you to reload the process data displayed. All process activities and flows are updated with the most recent activity.       X
Remove a node within a process model and copy it to the clipboard Reload Select an event, gateway, or activity. Click cut. The selection is removed from the canvas along with any connectors and copied to the clipboard. X X X  
Copy an item Copy Select a process node. Click the Copy button. The process node and its configuration are copied to the clipboard, including process variable mappings. X X X  
Paste a process node Paste Add a process node to a process model or a process from the clipboard. You can paste a node onto the same process model, or onto a different process model that is open in another tab of the Process Modeler. Configuration settings are copied as well, including process variable mappings. Process variables are not copied across process models. You must reconfigure process variable mappings for the copied process node if a process variable does not exist in the destination process model. X X X  
Delete an activity in a process model Paste To delete a node in a process model, select a node and then click on the icon. The node and connectors associated with the node are deleted. X X X  
Position flow objects on the designer canvas Select Select a process flow object and drag it to the desired location. Once placed, you can use the arrow keys on your keyboard to adjust the placement. Click View > Turn Snap Off to enable smaller adjustments in positioning. With snap off, hold the Ctrl key when pressing an arrow key to make very small adjustments. X X X  
Connect process flow objects Connect Click the arrow to the right of the button. Select a straight connector or an angled connector. Click the edge of a process node and hold the left mouse button. Move your pointer to the subsequent process node to make the flow connection. X X X  
Add a note to a process or process model Annotation Select the Text Tool from the toolbar, click on the designer canvas, and drag to set the initial size of the text area. X X X  
Add a vertical or horizontal lane to the process model Add Horizontal Lane Add Vertical Lane To add a vertical or horizontal lane to a process model, click the arrow to the right of the button. Select a vertical or a horizontal lane. Click this toolbar button to add a lane to the designer canvas. X X X  
View process model properties Properties Press this button to display the Process Model Properties dialog box or to display the process properties dialog box – depending on the mode you are using. X X X X
Zoom in/out of the process designer canvas Zoom To expand or restrict your view of the designer canvas, click this button and specify the magnitude of the zoom. 25%, 50%, 75%, 100%, 125%, 150%, 200%, and Fit to Screen are the available zoom options. X X X X
Validate your process model Validate To validate your process model, click on the icon. Appian validates your process model. Any errors are displayed on the message pane in the Process Modeler interface. Click an error message to view the properties of the process node that triggered the validation error. X   X  
Remove/restore the message pane from the process modeler interface Toggle Message Window To remove the message pane from the process modeler interface, click on the icon. The message pane is used to show all validation errors that are thrown during process validation. X X X  
Remove/restore background gridlines Toggle Gridlines This button hides/displays gridlines on the background on the designer canvas. X X X X
Display node statistics Toggle Node Statistics This button overlays task completion metrics for assigned tasks in the process, or for all processes started from the process model. The Process Optimization Metrics and Process Model Optimization Metrics reports are used to generate this data. If you modify these reports, 20 columns of data are the maximum that can be configured to display. X   X X
View process history Process History All actions that have taken place in a process instance are listed in the process history, which displays in a new window.     X X

Once you have completed making the desired changes to a process, you can save your changes and exit the process modeler interface by simply clicking on the Exit button located on the top-right hand corner.

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