QPR Installation Instructions

Defining Instances

Defining Instances

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Defining Instances

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Instantiating elements is a convenient way to reuse common parts of process (e.g. a review procedure) in several places.


To instantiate a process step, store or organization item in the Flow Chart View, copy the element you want to instantiate and then paste it to the location you want by selecting Paste Special arrow_right Paste as Instance from the context menu or from the Home tab of the main menu. You can also drag and drop the element to be instantiated from the Navigator to the flow chart. A new instance of the element is then created instead of creating a new element.


Another way to instantiate a process step, a custom element, a store, or an organization unit is to select the name of the element to be instantiated from the drop-down menu displayed on the  new element. The drop-down menu displays all elements that are of the same type as the created element. You can also filter the contents of the menu by typing text into the menu. This functionality requires that the 'Check for duplicates when instantiating' behavior setting is enabled for the process step type or the organization item in question. In addition, custom elements require that the 'Allow instancing' behavior setting is enabled for the custom element type in question.



Selecting a process step to be instantiated when creating a new process step



To instantiate a process step, you can also do the following:

1.Select corresponding drawing tool in the Flow Chart.

2.When clicking the flowchart with the tool, hold down the Ctrl key.

3.Choose the element to be instantiated from the window shown. It is possible to filter the view by typing in text to the field on the top part of the dialog and pressing Enter and/or selecting the element type from the drop-down menu.



Selecting a model element to be instantiated



User Rights in Instances


User rights to instantiated elements are determined in the following way:

If the element has instances only on process levels to which you have full rights, you have full rights to the element.

If all instances of the element reside on levels to which you do not have rights, you have no rights to the element.

Otherwise you have view rights to the element.