Modeling bar
The modeling bar of Process designer includes tabs that help in designing a process.
- File
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Use this tab to perform the following commands:
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Info: Displays the basic information for the process:
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Last modified by: The resource who last modified the map.
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Last modified date: Date the process was last modified.
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Status: Status of the process such as New, Saved, or Released.
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Version: The version of the current map. A saved map displays the minor version, such as 0.1 and a released map displays the major version, such as 1.0.
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Creation date: Date the process was created.
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Author: The resource who created the map.
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Tags: The tags that are associated with a process that is saved or released. See Tag an item.
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Associations: Provides visibility of where the process is being used in a current process or which processes are using the current process. See View Associations.
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Export: Lets you export one or more process maps between TotalAgility installations. See Export a process.
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Version history: Lets you view the version history of a process. For each version you can view the resource that modified it, the last modified date, and comments (if any). You can also open a version of a process if you have the required access permissions.
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Documentation: Creates a document for the process workflow. See Document a process.
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Update resources: Lets you update all resource-related information without having to update the map version.
For example, you might replace a resource currently allocated to an activity with a resource that has a higher skill level.
When you update the resources for a process that exists in GitHub and the process is not checked out to GitHub or checked out with another user, a warning message appears. When you click OK, the resources are updated without increasing the process version.
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Test plan: Lets you create test cases for a process and view the list of test cases that exist for a process. See Create a test plan.
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Save: Saves map changes and creates a minor version of the map, such as Get Customer Details v0.01. You can only start a job based on a saved process map if you have a development license.
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Save with comments: Saves the form with comments (if any) about the details of the changes for each version.
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Release: Releases the map, and creates a major version of the map, such as Get Customer Details v1.0. You can only use a released map in production.
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Release with comments: Releases the form with comments (if any) about the details of the changes for each version.
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Close: Closes the map without saving it.
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Close and unlock: Whenever an item is released, it is locked by default. Use this option to automatically unlock an item.
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- Design
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Use this tab to model a process, case, or case fragment. See Design a basic process.
The Design section includes:
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Action bar: Includes basic actions that help in designing a process. See Action toolbar.
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Process properties panel: Includes different tabs for configuring the properties of the process or its selected element. See Process properties.
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- Variables
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Use this tab to create variables for a process.
- States
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Use this tab to create states.
- Milestones
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Use this tab to create milestones.
- Roles
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Use this tab to create roles.
- Notes
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Use this tab to create notes.
- Process events
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Use this tab to create process events.
- Data model
- Use this tab to create a local data model.
- Document set
- Use this tab to create a document set.