BPM Designer provides the Properties view where you can set (and modify) properties of the process, and the process template elements (as described in Setting workstep properties).
The procedures for defining the properties of a process are similar for Business Processes and Web applications.
1. Open the process template file, whose properties you want to define.
2. Click a blank area of the Diagram tab, to open the Properties view.
By default, it opens to the General tab.
Note: You cannot modify the process name in the Name box. You can define (or modify) the rest of the process properties in the General tab. For information on each of these properties, refer to Table 13.
3. (Optional) Click the Description tab and enter a description of the process in the text area provided.
4. Click the Attributes tab to review existing attributes and modify their values. You can create attributes only in the Administration module of Business Process Portal (for more information, see Business Process Portal Administrator’s Guide).
To review and modify attributes and their values:
a. From the Attributes tab, you can view the process attributes and values. If there are many attributes are listed, you can enter a string of letters in the Search box and any attribute name containing that string is displayed in the table provided.
b. By default, the Attributes tab lists the ProcessType attribute with value, BusinessProcess, SystemProcess or PresentationProcess (available only for web applications). To add attributes, click More to open the Attributes dialog box, which lists the default attributes—Executable, Goal, Influencers, Objective, Organizational Unit, Process Type, Risks, Rewards—as well as attributes that have already been defined in Business Process Portal
c. Click the Add () icon to go to Administration module of Business Process Portal, in which you can add more attributes, if required.
Click the Refresh (
) icon to refresh the view of the listed attributes.
d. Select one or more attributes (except Process Type) listed in the Attributes dialog box and click OK to add them to the Attributes tab in Properties view.
e. To modify the value of an attribute, select the attribute and click Modify. You can only modify an attribute if it has been defined as Editable in Business Process Portal.
f. Click Clear to clear the value of the selected attribute. To remove an attribute, click More to open the Attributes dialog box, and clear the checkbox of the attribute you want to remove from the process.
5. Click the Portal tab (only available for Business Process) to specify the order of user-defined dataslots in the current process as additional task columns in Business Process Portal.
a. View the order of dataslots that will appear as a new column in the My Tasks page of Business Process Portal. To enable a user-defined dataslot to be displayed in this list, you need to select the Tasks Column checkbox in the Access tab of the New/Modify Dataslot dialog box. (For more information, see Setting the dataslot access.
b. Select one of these dataslots and then click Move Up or Move Down to place the dataslot in the correct sequence that will then be displayed in the Tasks page in Business Process Portal.
6. Click the History tab to review past actions in the process. This read-only tab provides information on when the process was created or published.
7. Use the Monitoring tab (available only for Business Process with a monitoring workstep) to define the configurations for a monitoring process. For more information, see Introducing monitoring process.
) icon to go to Administration module of Business Process Portal, in which you can add more attributes, if required.
) icon to refresh the view of the listed attributes.