Bear in mind that the following options may not be available depending whether the selected process version is in a Development enviroment.

All applications

•New Applications: enables to create new Applications.

•Customize Columns: enables the customization of the columns displayed in the Work Portal. If configured, the columns for the elements with lower hierarchy level will change, unless the lower element has a configuration of its own.

•Security: enables to configure the security of the element.

Application

•Properties: displays the element's properties

•New category: enables to create new categories for the selected element.

•Delete: enables to delete the Application. This can be done if there are no dependencies found.

•Customize columns: enables the customization of the columns displayed in the Work Portal. If configured, the columns for the elements with lower hierarchy level will change, unless the lower element has a configuration of its own.

•Security: enables to configure the security of the element.

•View dependencies: Lists in a hierarchy all the elements which relate this process in their configuration.

•Refresh: Reloads the information stored in the database regarding this item and its configuration.

Processes (default category)

•Properties: displays the element's properties

•New category: enables to create new categories for the selected element, for a lower hierarchy level.

•New Process: enables to create a new process for the selected element.

•Delete: enables the deletion of the category. This can be done if there are no dependencies found.

Process name

•Customize columns: enables the customization of the columns displayed in the Work Portal. If configured, the columns for the elements with lower hierarchy level will change, unless the lower element has a configuration of its own.

•Set Process Entity: every Process in Bizagi has its main Process Entity. The entity provides the starting point to access the rest of the Process data. This option enables to set the entity for the selected process.

•Work portal icon: sets the icon to be displayed in the Work Portal when referring to this process.

•Show diagram: displays the Data model diagram for the selected process.

•Show related Queries: Bizagi allows the definition and customization of Query Forms to consult information related to created cases. This option displays the query forms related.

•Security: enables to configure the security of the element.

Process version

•Properties: displays the version's process properties.

•Localization: opens the wizard to localize the process elements.

•Check-out: opens the Process Model and locks it for editing for other users.

•New version: Creates a new version of the process.

•Clone: allows you to create a copy of a process or processes and all their associated components. The process' elements will create a new version so they are both independent. If there are any errors Bizagi will display them for you to correct, before completing the task.

•Deploy process: deprecated.

•Security: enables to configure the security of the element.

Version elements

Display all the components of the process' version. Each component has its own options as well.

•Attributes: list of all process attributes. You can create and edit these attributes from this menu.

•Forms: list of all process forms. You can create and edit these forms from this menu.

•Expressions: Displays the list of the process' expressions. You can create and edit the Expressions form this menu.

•Business Rules: Displays the list of the process' policies. You can create and edit the Policies from this menu.

•Templates: Forms to display the information regarding this process when listed after a search.

•Elements (Activities, Events, Gateways): lists the Activities, Events and Gateways of the process. You can access to edit the forms of Activities and Events.

Activities includes the Form that is created through the Process Wizard. These forms can be edited and duplicated from here. If a new form for the current activity is needed you can create a new form from this menu and select Set as main form from current task, right clicking on it. This will change the current active form for the Activity in the Work Portal.

A process flow can be modified only by one person at a time.

If a user A presses the check-out option to modify a process, Bizagi won't allow user B to modify the process until the user A closes the process modeler and had pressed the check in option.

If a user A opens the process diagram via the Process Wizard, step one, the process will also be checked-out and user B won't be able to modify it unit user A closes it. If the process is opened with the Process Wizard, Bizagi will automatically check it in.

When a process is checked-out in the Expert View it will have a small green checkmark. Right click the process version and select Check-out properties to know who has the process.