QPR Knowledge Base

Modeling Options Dialog

Hide Navigation Pane

Modeling Options Dialog

Previous topic Next topic No expanding text in this topic  

Modeling Options Dialog

Previous topic Next topic JavaScript is required for expanding text Mail us feedback on this topic!  

Comments (...)

The Modeling Options dialog is used to control which modeling elements are used and how they are represented in the flow charts.

 

The Modeling Options dialog can be accessed by selecting Modeling Options on the Model tab of the ribbon.

 

dlg_modeling_options

Modeling options dialog

 

 

Model Elements

In the Model Elements section of this dialog the modeling direction and the process step types can be selected from a list. In addition, new process step types can be created and existing ones can be modified or deleted.

 

The use of the following model elements can be decided:

bullet3  information stores

bullet3  material stores

bullet3  notes

bullet3  groups

 

If these options are left unchecked, they are not used for modeling. Also, the use of drawing elements (i.e. checkpoints, texts and pictures) in the flow charts can be selected. Note that changing these options requires that the model is reserved for exclusive editing.

 

The dynamic web publishing settings can be defined by selecting an element type from the list and clicking the Web Styles button.

 

Process Step Types

Process step types can be modified using the New, View and Delete buttons. Selecting New or View will open the Process Step Type dialog in which process step type properties can be defined. The modeling options must have at least one subprocess type defined, so the last subprocess type cannot be deleted.

 

Deleting a process step type when process steps of that type exist in the model will result a special deletion situation. Since process steps cannot exist without belonging to a process step type, when the process step type is deleted, another dialog will appear with which you can select a substitute process step type for the process steps. Once you have clicked OK, all the process steps of the deleted type will now belong to the selected substitute process step type.

 

Additionally, if the model is a base model, a message will appear stating that child models might contain process steps of the type that is being deleted, and you are requested to choose a process step with which the deleted process step type will be substituted in the child models.

 

A process step type can be assigned a name, type and a description. If the selected type is "Subprocess", then every process step of that type can be further modeled in more detail on a lower process level. If the process step is of the type "External Model", then the process step acts as a link to another complete model. Information containers are process steps which contain an information item similarly as information flows, but they are not visible in the Report view, and appear in the Navigator view and in element selection lists with a distinctive icon. Activities are the "normal" activities (such as Activities and Decisions) which appear on a single process level only. Main process is used for the main process level element and it functions in the same way as the subprocess process step type except that the main process process step type can be deleted whereas the subprocess cannot be.

 

Furthermore, a symbol, default graphical properties and custom attribute types can be defined for a process step type.

 

Connector Types

Connector types can be modified using the New, View, and Delete buttons. Selecting New or View will open the Connector Type dialog in which connector type properties can be defined.

 

Deleting a connector type when connectors of that type exist in the model will result in a special deletion situation. Since connectors cannot exist without belonging to a connector type, when the connector type is deleted, another dialog will appear with which you can select a substitute connector type for the connectors. However, if the last connector type is deleted, all connectors are removed from the model. Once you have clicked OK, all the connectors of the deleted type will now belong to the selected substitute connector type.

 

A connector type can be assigned a name and a description. In addition, the connector type can be set as an "Information flow".

 

Furthermore, a symbol, default graphical properties and custom attribute types can be defined for the connector type.

 

Element Types

Generic element types can be modified using the New, View, and Delete buttons. Selecting New or View will open the Element Type dialog, in which properties for generic element types can be defined.

 

Deleting an element type when generic elements of that type exist in the model will result in a special deletion situation. Since generic elements cannot exist without belonging to an element type, when the element type is deleted, another dialog will appear with which you can select a substitute element type for the generic elements. Once you have clicked OK, all the generic elements of the deleted type will now belong to the selected substitute element type.

 

An element type can be assigned a name and a description. In addition, some predefined behavior properties can be defined for the element type.

 

Furthermore, a symbol, default graphical properties, and custom attribute types can be defined for an element type. Note that if a symbol has not been defined for an element type, elements of that type cannot be drawn on the flowchart.

 

Used Elements

For process step types, connector types, groups, information stores, material stores, and notes, a symbol to represent these model elements can be selected. For all the model elements default graphical properties can be defined. For process step types, connector types, groups, information stores, material stores, notes, organization items, measures, cases, information items, and resources, custom attribute types can be defined.

 

The symbol, default graphical properties, and custom attribute types can be viewed and modified from the Modeling Options dialog by clicking the View button on the right of the desired element.

 

dlg_material_store

Symbol for Material Store dialog

 

The drop-down menu accessbile by clicking the Shape button can be used to change the symbol for the model element. For process step types, the symbol can be loaded also from a graphics file (graphics metafile or bitmap file) using the Load button. The default graphical properties depend on the model element. They usually include the following settings: model element properties which are shown on the flow chart, font, size, and color. For model elements with the Show section available, in addition to the default set  of shown properties (Name, Description, and in the case of process steps, also Owner), any custom attribute types available for the element type can be defined to be shown in the element. The custom attribute types can be added with the New... button and added custom attribute types removed with the Delete button.

 

 

Custom Attribute Types

The Custom Attribute Types tab contains a list showing all attributes in the model and their types. In this tab you can create and modify custom attribute types and remove them. To create a new custom attribute type, select New... To modify an existing custom attribute type, select View... A new dialog opens where you can edit the custom attribute types. To remove a custom attribute type, select Delete.

 

dlg_modeling_options_custom_attributes

 

Modeling

The Modeling tab allows you to define various modeling settings.

 

Main Level Modeling Direction

The modeling direction can be set to be either horizontal (organization items are horizontal rows and modeling is usually done from left to right) or vertical (organization items are vertical columns and modeling is usually done from up to down). This setting affects the main level flow chart. For subprocesses the default direction is always horizontal, but it can be changed in the process step types settings or individually for each subprocess.

 

The "Use old style modeling for input and output flows" option changes flows to use the old style of modeling for input and output flows, which means that there are circles also at the beginning of input flows and at the end of output flows. In the current style, the circles are drawn only when the flow goes to or comes from some other process level than the parent or a subprocess level and the flow does not qualify as an input or an output flow.

Default Hierarchy

The default hierarchy selected from this drop-down menu is the default hierarchy for the elements of the whole model. The hierarchy is used by elements that are not of any specific element type, for example by a relation custom attribute that is a relation to an element. Only one hierarchy can be selected as the default hierarchy for the whole model, and the selection is not mandatory, i.e. it is possible to not have a default hierarchy. When the default hierarchy is set, it is shown when selecting elements that are not of any specific element type. If there are elements that don't belong to the default hierarchy, those elements are listed at the end of the hierarchy list at root level. If the default hierarchy is not set, all elements are listed without a hierarchy when selecting elements that are not of any specific element type.

Process Hierarchy Ordering

The ordering method of the process steps in the process hierarchy can be defined as alphabetical (default), custom, or process flow. Selecting "Alphabetical" will sort the process steps alphabetically. Selecting "Custom" will sort the process steps according to the values of the selected custom attribute. If the custom attribute has several values, the first value is used for the sorting. If two or more process step have the same value, the ordering is random. If the selected custom attribute is not used in a process step type or the process step type does not have a value for that custom attribute, the process steps of that type are positioned last in the hierarchy. See the Auto Numbering Wizard Dialog for instructions on how to generate the 'Order number' custom attribute values for the process steps automatically. Selecting "Process flow" will sort the process steps as follows:

If the modeling direction is set to horizontal, the ordering of the process steps is done by their X coordinate (from left to right)
If the modeling direction is set to vertical, the ordering of the process steps is done by their Y coordinate (from top to down)
Process steps with the same X coordinate are ordered by the Y coordinate and vice versa

 

The ordering method affects all the process step hierarchies, the process hierarchy in the flow chart view, the navigator view, and all the process hierarchies in the QPR Portal.

 

Custom Color Set

Whenever you define a custom color in the Development Client, it is saved for later reuse (it is available also in new models). However, an administrator user can define a custom color set to be used with a certain model and force its usage. If the Use model specific custom colors option is checked, then the Define... button becomes enabled and the administrator user can define the custom colors that are used with the model. If the model specific custom colors are used, users can still define custom colors, but they are not saved with the model. The model specific custom colors are not saved for system-wide reuse like other custom colors and they can be modified only in this dialog.

 

Terms

In the Terms section you can override terminology used in the model. If you have used terms.ini to customize QPR product terminology, the functionality is similar here, i.e. you can redefine terms used in the model with <original term>=<custom term> syntax, so for instance "Organization Item=Lane" line (without the double quotes) would change all instances of "Organization Item" string (with that exact spelling, i.e. for example Organization item is not affected without adding a separate row for it) to "Lane". If you want the term to be changed regardless of the active user interface language, prefix the string with $, for example "$Organization Item=Lane". Note that the strings you can change here are those coming from the user interface dictionaries selectable in the Options dialog, so for example names of process step types need to be translated in dialogs accessible from the Model Elements tab.

 

dlg_modeling_options_modeling

Modeling options dialog - Modeling page

 

 

File Model Options

On this page the security settings can be defined for the current file model. The two options available are:

Password: This option allows you to define one password for the model. In this case, any user that opens the model and enters the correct password has full access to the model.

If you have selected this option, then enter the model's password and confirm the password by retyping it in the "Retype password" field.

 

None: Select this option if you do not wish to put any security restrictions on the current file model. In this case, no login is required by the user to open the model.

 

 

 

Templates

Models can be saved or loaded from a template. This template stores all the model information except for open views and the changes log in a "*.pmt" file for reuse. Templates can be loaded only when creating a new model. If the current model was created based on a template, then the directory and name of the corresponding template are displayed in the "Based on template" field.

 

To save the current model as a template in a file, select the "File template" option and click the Save to Template... button. A dialog will appear in which you can select where and under which name you would like to save the model.

 

dlg_modeling_options_template

Modeling options dialog - Templates page

 

 

Modeling Languages

Multilingual modeling is not available in QPR ProcessGuide Xpress, so all controls on this tab are disabled in QPR ProcessGuide Xpress.

Comments (...)