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User's Guide

Working with the Overview page : Introducing the Overview page : Reviewing the Overview page

Reviewing the Overview page

You can design a process template from scratch in the Overview page of the Business Process Modeler interface.

For a blank process template, the Overview page does not contain any elements or tasks. For a process template that contains elements, the Overview page contains the corresponding elements or tasks.

The Overview page displays the following default information about each task in a tabular format:

Table 20. Task information
Column	Description
Name	Displays the task name, with the adjoining icon indicating the shape used. To change the task name, double-click the cell and enter the new task name. An inline subprocess workstep displays an expandable icon, which you can expand to view its worksteps.
Type	Indicates the type of task or workstep. To change the type, double-click the cell and then select one of the options available. The available options depend on the workstep and process type (as listed in Changing shapes).
Successors	Displays the successor tasks (in case of a single outgoing connector) or multiple tasks (in case of multiple outgoing connectors). To define the successor tasks, click in the cell and then click the ellipsis button. From the left pane of the Add/Modify Successors dialog box that appears, select the tasks to be added as successors and click to move them to the right pane. To remove tasks added as successors, select the tasks in the right pane and click . You can define successor for any task type, except End.
Duration	Displays the default duration (2 hours) of Activity, Adapter, and Embedded Sub-Process task types. To modify the duration, click in the cell and then click the ellipsis button. Select either of the following options: Enter a duration, to open the Duration dialog box, in which you can enter the number of days, hours, or minutes for the workstep duration. Use a dataslot, to open the Select Dataslots dialog box, which lists the INTEGER dataslots available in the process. Select a INTEGER dataslot to define a dynamic duration for this workstep.
Priority	To change the workstep priority, click in the cell, then select any of the predefined options: Low, Medium, High, or Critical. Click the Use a dataslot option to choose a dynamic dataslot value at runtime.
Performer	Displays the default performer for Activity, Adapter, and Subprocess worksteps. Double-click the cell to modify the performer. For more information regarding performers, see Defining and assigning performers.
Milestone Alerts	Applicable only to Start, Activity, Adapter, and Subprocess type tasks. Displays the alerts (if any) associated with the completion of a task (or a milestone). To associate an alert, click in the cell and then click the ellipsis button. From the left pane of the Milestone Alerts dialog box that appears, select the alerts to be added and click to move them to the right pane. To remove any added alert, select the alert in the right pane and click . You can associate multiple milestone alerts with the same task. To associate all of the defined alerts with the task, click . To remove all of the associated alerts with the task, click . For information regarding alerts, see Using alerts.
Phase	Indicates the phase (if any) to which the task belongs. For information regarding phases, see Managing phases.

You can sort the Overview page content by clicking on the column header. You can also search the task list based on a keyword, by entering the keyword in the Search box (

).

You can also filter the listed tasks by selecting the appropriate filtering criteria. You can apply filtering on basis of the type of tasks (for example, Adapter) and on basis of advanced properties (for example, "Worksteps with skip condition" and "Worksteps that have overdue actions").

To filter the tasks:

1. Click the Click to filter (

) icon.

The Filter dialog box appears.

2. To enable filtering, select the Enable filtering check box.

To filter the list of tasks on basis of the workstep type, select one (or more) check boxes in the Type list. To filter the list of tasks on basis of advanced workstep properties, select one (or more) check boxes in the Advanced list.

3. Click OK to apply the selected filtering to the list of tasks in the Overview page.