Process Designer plug-in: Process area
The area of the Process Designer is used for designing the process flow, creating document types for the process, and viewing status definitions. Click the , , or buttons to activate the views for these tasks.
Process Design view
With this view you design the process. In the right pane, on the tab, you see all activities that are available in XBOUND.
Add a process step by dragging the desired activity from the tab, on the right, into the middle.
Configure a process step by double-clicking it.
Note: You must create document types before you can start configuring process steps. See "Document Types view" below for more information.
Join process steps by dragging from one process step to the other. By doing so, a process rule is created, which is represented by an arrow. (See Specifying the process flow with process rules.)
Edit process rules by double-clicking the arrow. (See Specifying the process flow with process rules.)
Edit an activity by right-clicking it and selecting the appropriate commands.
Add a new activity by right-clicking an activity group heading (such as or ) on the tab and selecting . The dialog is displayed.
Create a new activity group by right-clicking the empty area on the tab and selecting . The dialog is displayed.
Right-click a process step and select one of these commands:
| Rename the process step. Opens the dialog. |
| Delete the process step and all related rules. |
Configure filter settings for filtering the documents in the platform before the documents are passed on to the activity for processing. Opens the dialog. (See Processing documents and media that meet specified criteria.) | |
Opens the dialog where you can configure the number of processing tasks to be synchronized at this process step, as well as whether tasks are allowed. (See Synchronizing several tasks.) | |
Opens a dialog where you can configure which user is to receive documents for this process step. (See Assigning rights.) | |
Opens the settings dialog, where you can configure the process step. Note: You must create document types before you can start configuring process steps. See "Document Types view" below for more information. | |
Opens a dialog where you can add a design comment to the process step. | |
Opens the dialog, where you can create a template based on the process step. Templates are displayed in the right pane on the tab. |
Document Types view
With this view you create or edit document types. Document types indicate the functional category of a document and are valid for a particular process.
Often the content of one or several fields on the document are used (together with process rules) to determine which path a document will take through a process. In order to help you write a process rule for this purpose, XBOUND has to know which fields are expected to be on the document. For this you have to create field definitions for the document types. (You can delete field definitions here, too.)
You can also create table definitions for the document type.
Additional procedures:
Status Definitions view
This view displays information about status definitions of all process
steps in the selected process. The status definitions are listed by the name that was given to the process step, not by
the name of the activity in XBOUND. 
Examples:
You cannot edit these, because they are specified by the respective activity.
The table of status definitions contains these columns. (Show example.)
The status fields used by all activities (not just the ones included in your process), and their possible values, are listed here.
Process Designer plug-in: Menu commands