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The Areas of the Process Manager

The module is essentially subdivided into four areas.

In the middle you will find the workspace, on which all process elements will be chained to a process. You can select the elements from the Elements area and assign them to a location on the workspace via drag & drop.

On the Snapshots tab, which you can find directly next to the Tools tab, snapshots of the process can be created.

To the left of the workspace you will find the Elements area. The elements that you will use to construct a process can be selected here and then moved onto the workspace via drag & drop.

To the right of the workspace, you will find the Process Overview tab, on which every element that you have created can be found in its specific element category, in able to aid you in locating individual elements. If you highlight the element here, it will also be marked on the workspace.

On the Bird's Eye view tab, you can find a miniature view of the entire process diagram, and can navigate with a movable window to the places on the workspace that you wish to see. Alternatively, you can also navigate to a specific place by double-clicking on a specific location. By using the context menu, you can change the zoom level of the Bird's Eye view.


The Search in the lower area supports you in finding process elements. In the list box several functions for the search are available. The search string can be entered in the search field on the left hand. Click on Search to start the search. Hits will be output below the search field, and highlight the corresponding element on the workspace when clicking on a hit.


With this search properties which are set in the properties dialog of an element can be found.

GUID: Definintion

A search will be performed for elements with the specified GUID in the current process.

GUID: Usage in all Processes

A search will be performed for a GUID in the current process, as well as in the published processes. In the results list, the search results on the current process will be shown as usual. If the GUID is found in other published processes as well, the title of the process in which it is found will be shown in the search results in color.

A double click on one of the hits will open the corresponding process on the workspace.

Please note that in a process which is opened via a search hit the search should be performed again for detailed search results.


With this search you can search for elements with the specified title.


With this search you can search for elements with the specified description.


The Hints tab will inform you of not completely configured or unconnected elements on the workspace. You can recognize elements that have not been completely configured with the symbol.

Errors occurring while saving a process will be shown in the messages window as follows:

This message can have two causes. The first is when an e-mail action that has been configured for a data groups action was connected with a data groups result handler, which in turn was configured for another data group. The second cause could be if an application does not exist in the portal, and its data groups are referenced by a process. The warning in the message window will remain until the next time the process is saved.

Details on an entry in the messages will be shown upon mouse contact in a tooltip.

Each opened process can be reached via its own tab at the head of the workspace. Simply click on the title of the tab to switch to a different process.

All tabs and/or areas of the module can be closed with the symbol and opened from the View menu. You can also move the tabs in your title via drag & drop.