The process diagram is design section of process. A process diagram is a visualized model.
The following screen renders expense form diagram. We will create similar example by following the steps below. Process diagram steps are pools, roles, diagram and routes.
Pool
Pool is a container of a diagram.
- Click the plus icon below the pools title. New pool and pop-up will open under the pools title.
- In the pop-up, set the pool features.
- Enter the "Expense Form" name in to name field.
- Click the "Ok" button, "Ok" button is found on the bottom-hand side of the pop-up. Diagram overview screen will open on the same screen.
Roles
Role is a definition of who will be responsible for the task.
- Click the plus icon below the roles title. New role and pop-up will open under the roles title.
- In the pop-up, set the roles features.
Role 1:
- Enter the "Accounting Specialist" name into the name field.
- Click the close button, "close" button is found on the bottom-hand side of the pop-up.
Role 2:
- Enter the "Accounting Manager" name into the name field.
- Click the close button, "close" button is found on the bottom-hand side of the pop-up.
Diagram
Expense form application will run within three task steps so we will design three task in the diagram overview step.
When the diagram overview screen is opened, you will see expense form headed task.
- First task title is expense form, If you want you can change the task name. We need to give a role to this task.
* Click this task and select the "Accounting Specialist" below the role title.
* When the task is created, "add new" field will appear near the task. It is action field.
* Double-click on the action field, enter "submit" name into the field.
* When the submit action is created, new action field will appear below the submit action.
* Double- click on the new action field, enter "avoid" name into the field.
- To create a second task. Click "Submit" action button, "Add new task" button will be seen on the screen.
* Click on "Add new task" button, new task will be seen on the screen.
* When the task is created, "add new" field will appear near the task. It is action field.
* Double- click on the action field, enter "approve" name into the field.
* When the approve action is created, new action field will appear below the submit action.
* Double- click on the new action field, enter "reject" name into the field.
* Select the "Accounting Manager" below the role title.
- To create a third task. Click "Approve" action button, "Add new task" button will be seen on the screen.
* Click on "Add new task" button, new task will be seen on the screen.
* Enter the "Accounting Records" name in to task property fields screen.
* When the task is created, "add new" field will appear near to task. It is action field.
* Double- click on the action field, enter "save" name into the field.
* Click this task and select the "Accounting Specialist" below the role title.
Routes
Routes are links between Actions and Tasks to build relation within process diagram.
- Click the "Reject" action, you will see red point near the action field.
- Click the red point then move the mouse, red point color will be changed to pink and a long arrow will be seen on the screen.
- Bring the arrow near the "Expense form" task left side and also you will see pink point on there. Put the arrow to the pink point on the task.