Palette and Pie menu

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Palette and Pie menu

Overview

This section provides a reference guide regarding the modeling options available when designing the process workflow with the Live Processes feature.

For basic information about how to access Live Processes, refer to Producing Live Processes.

 

Design elements for Live Processes

Refer to the description of the options presented in both the palette or pie menu.

 

Palette

The Palette is located on the left side of the Drawing Area. Here you can find all the necessary elements to model your process. The table below describes supported shapes.

If your process requires any other shape, automate the process via Bizagi Studio.

For more information about shapes refer to BPM Shapes.

 

Icon

Name

Description

ProcessOTF12

Start Event

Creates a Start Event in your process.

ProcessOTF16

Task

Creates a user Task in your process.

ProcessOTF15

Gateway

Creates a Gateway in your process. By default, the created gateway is an Exclusive gateway, but you can convert it to a Parallel gateway.

ProcessOTF13

Intermediate Event

Creates an Intermediate Event in your process.

ProcessOTF14

End Event

Creates an End Event in your process. By default, an End Event is created, but you can switch it to a Terminate End Event.

 

Pie Menu

The Pie Menu appears when an element or shape in the process flow is active. This menu has the following options:

 

Icon

Name

Description

Element

ProcessOTF12

ProcessOTF13

ProcessOTF14

ProcessOTF15

ProcessOTF16

ProcessOTF17

Form Designer

Opens the Forms editor so you can create the User interface for a selected element.

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settings_icon

Settings

Opens the Settings Menu, where you can assign the allocated user or user groups and set the task's alarms.

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ProcessOTF19

Append End Event

Connects an End Event to the selected element.

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ProcessOTF15

Append Gateway

Connects a Gateway to the selected element.

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ProcessOTF21

Append Task

Connects a Task to the selected element.

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ProcessOTF22

Append Intermediate Event

Connects an Intermediate Event to the selected element.

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ProcessOTF25

Remove

Removes the element from the diagram.

ProcessOTF26

Flow sequence

Creates a connection between the selected element and another element within the diagram.

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SwitchIcon

Options

Shows the option to switch between the allowed BPM Shapes.

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gear_icon

Email Settings

Opens the Email Editor, where the recipients and message content can be edited.

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