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Process Step Type Dialog

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Process Step Type Dialog

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Process Step Type Dialog

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The Process Step Type dialog is used to view and modify the process step type properties.

 

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Process Step Type dialog, General tab

 

 

General

A process step type can be assigned a name, a unique symbol, a type and a description.

 

The symbol is a unique identifier for the process step type. When a new process step type is created, QPR ProcessGuide will assign it a unique symbol by getting the model object id and adding "MO" to its beginning. It is also possible to edit the symbol for the process step type. Allowed characters are alphanumeric characters in upper case and lower case.

 

With the type "Subprocess", every process step of that type can be further modeled in more detail on a lower process level. With the type "External Model" the process steps can be linked to external models. For more information about creating external model process step types, refer to the External Model Process Step Type topic. When a process step of the type "Information container" is created, an information item is requested to be attached as well, and the initial name of the process step is the name of the primary information item attached to the information container. In addition, information containers have the special characteristic of appearing in the Navigator and element selection views with a specific icon, btn_info_container, and they are not visible in the Report view.

 

Behavior

The Behavior tab shows the predefined behavior options for the process step type and the custom hierarchies in the model.

 

You can select the desired behavior options for the process step type by clicking a checkbox next to the behavior option. The behavior options are:

Allow attached elements: you can attach any element to the boundary of the element in the flow chart so that they together form a group. (See the attached elements section for more information.)
Allow attaching to elements: the element can be attached to any element so that they together form a group. (See the attached elements section for more information.)
Hide subprocesses from process hierarchy: if you do not want subprocesses to be visible in the process hierarchy view in QPR Portal, select this setting. By default, subprocesses are visible in the process hierarchy view. Note that this setting has an effect only on the process hierarchy in QPR Portal Navigator view, not to other views.
Interface element: a process step of this type can be a Process Interface Element.
Check for duplicates when instantiating: when this selection is enabled, creating instances of process steps of this type can be done by selecting the name of an existing process step from the drop-down menu displayed on a newly created process step.

 

Element hierarchies

The element hierarchies can be used, for example, to model the structure of the process. The "Custom hierarchies" list shows all the custom hierarchies in the model. The list is used to define element hierarchy behavior for the process step type. The list contains four parts:

Checkbox: selecting a checkbox will make the process step type a part of the hierarchy in question.
Hierarchy: this column lists the names of the element hierarchies in the model.
Part of branch: the drop down boxes in this column define if the process step can be a part of a single branch (i.e. the process step can have only one parent element) or multiple branches (i.e. the process step can have multiple parent elements).
Node type: defining the node type as a "leaf node" prevents the process steps of this type from having child elements, whereas defining the node type as "any node" allows the process steps of this type to have child elements.

 

To create a new element hierarchy, click the New button. To view and modify the properties of an existing hierarchy, click the View button. Click Delete to delete the selected hierarchy.

 

Modeling

The selections on the Modeling tab are used to define quick modeling settings:

Default connector type: defines which connector type is used when a new element of this type is created using quick modeling.
Horizontal offset: defines the horizontal distance of the created element from the selected element in pixels. Allowed values are 10 to 1000. If the grid is enabled, the offset is rounded up to the next grid size.
Vertical offset: defines the vertical distance of the created element from the selected element in pixels. Allowed values are 10 to 1000. If the grid is enabled, the offset is rounded up to the next grid size.

 

Symbol

The process step type has also a symbol, which is used in the flow charts. For a process step type symbol the following graphical properties can be set:

Choose the Modeling Direction (only applicable for process steps with their type set to "Subprocess")
Show or hide the Name, Description, Owner, Icon container, Subprocess contents, Instance icon, Number of instances, or any custom attribute types available for the element
Properties of the text box for any of the attributes shown.
Size of the symbol (width and height in pixels)
Color of the edge and the background

 

To select the symbol, click the Shape button and select a shape from the drop-down menu or click the Load... button to load a customized image to be associated with the element. Select an image from the QPR ProcessGuide icon library in the <path to All Users profile>\Application Data\QPR Software\QPR ProcessGuide\8.1\PGIconLibrary folder (in Windows Vista and in later versions, in the C:\ProgramData\QPR Software\QPR ProcessGuide\8.1\PGIconLibrary folder), or choose from one of your own images to serve as the symbol. Valid file formats are Bitmap (.bmp) and Windows Metafile (.wmf).

 

You can select the symbol shape separately from the image. Thus, if you have chosen a customized image as the symbol, it is drawn as the process step symbol in the flow chart. In addition, you can select the symbol shape that is used when connecting connectors to the symbol by using the Shape button. The shape is then shown as a flashing red shape over the image for five seconds. To remove the selected custom image and to use the predefined shape, click the Clear button.

 

You can add new attributes to the listing in the Show section (and therefore making the attribute visible in the elements) by clicking the New... button to the right of the list as well as remove any added custom attributes with the Delete button. The New... button is not available unless there are custom attribute types defined for the process step type in the Custom Attribute Types tab.

 

Model elements for which graphical properties have not been set are shown using the default graphical properties. Setting graphical properties overrides the default properties.

 

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Process Step Type dialog, Symbol tab

 

 

Custom Attribute Types

Custom attribute types can also be defined for the process step type. On the Custom Attribute Types page of this dialog, you can add custom attribute types by clicking the "Add" button and remove custom attribute types with the "Remove" button. You can also edit the custom attribute types. To change the order of the custom attribute types, use the upward and downward arrow buttons on the right side of the dialog. You can edit the name of the custom attribute type by typing it into the Name column. The cardinality can also be changed by clicking on the cardinality value and then selecting a new value from the drop-down list (either 1 or N). If you select 1, only one value can be defined for that attribute. If you select N, several values can be defined.

 

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Process Step Type dialog, Custom Attribute Types tab

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