Process Design
A significant phase in the process modeling in Guided Procedures is the design of the process template. Once you have defined the business requirements for the process, you can create its template by including the necessary phases, blocks, and actions. The template can be instantiated multiple times in the GP runtime, and can be additionally enhanced and re-activated.
To be able to create and edit process templates:
- You must hold the appropriate permissions to work with the GP design time.
More information: Setting Up Portal Roles
- You must have launched the gallery.
More information: Launching Guided Procedures (GP) Design Time
You design a process template in the GP design time application. To create a functional template that can be used for initiating a process, you must go through the following steps:
- Initially you create an empty template that is defined by its name, description, and original language.
- Next you define the process flow. If you have chosen the top-down approach for process modeling, you must create the relevant items at this point.
- You define the roles that are only available for the processes initiated from the process template. In addition to the standard process roles - owner and initiator, you can define custom roles, such as Project Manager, Team Assistant, and so on.
- Optionally, you consolidate into groups the roles and the parameters defined in the building blocks of the process template. You can also define the process views available at runtime, as well as add attachments and info callable objects.
- Finally, you activate the process template to enable its instantiation in the GP runtime.
The process is illustrated in the following figure.
Process Design
Once you have completed the process design, you have an active version of the process template that you can start from the GP runtime.
More Information
Customizing a Process Instance Title
Configuring Process Instantiation
Configuring Process Control Items