› Workflow › Business processes › Process designer › Modeling bar

Modeling bar

The modeling bar of Process designer includes tabs that help in designing a process.

File

Use this tab to perform the following commands.

Info

  • Last modified by: The resource who last modified the map.

  • Last modified date: Date the process was last modified.

  • Status: Status of the process such as New, Saved, or Released.

  • 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.

  • Creation date: Date the process was created.

  • Author: The resource who created the map.

  • Tags: The tags that are associated with a process that is saved or released. See Tag an item.

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.

Export

Lets you export one or more process maps between TotalAgility installations. See Export a process.

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.

Compare

Lets you to visually compare the workflow along with details of various items that have been added, deleted, or updated between the two selected versions of the same process. You can also view the details such as process name, version, resource that last modified it, and the last modified date. For more information, see Work with processes.

Documentation

Creates a document for the process workflow. See Document a process.

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.

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.

Process cleanup

Lets you remove unused items if any, such as variables, states, milestones, roles, process events, or data models that are included in the process. See Cleanup a process.

Quick App

Lets you make this workflow available for use within TotalAgility Apps(Quick Workflow, Quick RPAand Quick Capture).

Select the required option and click Update.

To select and update the Quick Capture option, the process must contain at least one initialization folder variable.

The "Apps" list within the system settings is updated accordingly.

When you update the system settings, the changes are reflected in the process.

  • You must have Read/Write or Full Control permissions in the Access control list to be able to update this setting.

  • The "Quick App" option is available only if you release the process at least once.

  • The "Quick App" option is not available for the processes that are using a document set, as these processes cannot be used as embedded or sub-processes.

Developer tools

Lets you to generate the JSON payload for the current process or a specific activity in the process and the selected API or method. See Generate the JSON payload.

This option is available even if the process is opened with read-only access or if the process is locked by other users.

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.

Save with comments

Saves the map with comments (if any) about the details of the changes for each version.

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.

Release with comments

Releases the map with comments (if any) about the details of the changes for each version.

Close

Closes the map without saving it.

Close and unlock

Whenever an item is released, it is locked by default. Use this option to automatically unlock an item.

Design

Use this tab to model a process, case, or case fragment. See Design a basic process.

The Design section includes:

  • Action bar: Includes basic actions that help in designing a process. See Action toolbar.

  • Process properties panel: Includes different tabs for configuring the properties of the process or its selected element. See Process properties.

Variables

Use this tab to create variables for a process.

States

Use this tab to create states.

Roles

Use this tab to create roles.

Notes

Use this tab to create notes.

Data model

Use this tab to create a local data model.