Modeling the process flow

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Modeling the process flow

Overview

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

 

Create a new Live Process from this dashboard. Click Create Live Process  on top right corner.

 

LiveProcess46

 

Design the Live Processes flow

Once you create the process, the Drawing Area displays where you can model the process.

It is quick and easy to create Process diagrams in Bizagi Work Portal. Just drag and drop the elements you want from the Palette or from the Pie Menu.

 

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Once place an element on the Drawing Area, the element is editable. You can set its display name and the Pie Menu for the element appears.

 

LiveProcess06

 

To edit a task's name or estimated duration, double-click on it. Bizagi interprets the unit you type as minutes, unless you specify it's hours by typing an "h". If the number you type is greater than 60, Bizagi automatically display it as hours and minutes.

 

LiveProcess06a

 

Connect the elements using the Flow Sequence tool located in the Pie Menu.

 

LiveProcess07

 

Drag and drop the arrow into the element you want to connect. Elements dragged from the Pie Menu will be automatically connected.

 

You can continue to drag and drop shapes into the process until your diagram is complete:

 

LiveProcess01

 

If you need to change between an exclusive gateway and a parallel gateway, click the SwitchIcon icon in the Pie Menu and choose the desired shape.

 

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Likewise, you can change your tasks into Email Tasks. Click the SwitchIcon icon in the Pie Menu and choose the desired shape.

 

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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 the shapes available.

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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What's next?

When you have completed the design of your process flow, you can create the forms for the task created. Refer to Defining Live Process forms.