IBM FileNet P8, Version 5.2.1            

Diagram mode menus

Your IBM® FileNet® license agreement determines the level of functionality that you see in Process Designer. As a consequence, some of the options described here might not be available for your system. See your system administrator for more information.

Process Designer is comprised of two modes:

In the context of Workplace and Workplace XT, you might need access-role membership to access diagram mode and design mode. For more information, see Access roles for using Process applications (Workplace and Workplace XT).

Table 1. Diagram menu items
File
View
Action
Settings
  New Create a new workflow collection that contains a new workflow definition.
  Open Open a workflow collection saved in the local file system. The file can be in one of the following formats:
  • PEP format - the native Process format
  • XPDL 2.0 format - the standard format for Business Process Modeling Notation (BPMN)
  Close Close the workflow collection. If there are unsaved changes, you have an opportunity to save the changes or discard them.
  Save Save the open workflow collection in your local file system in the appropriate format—PEP or XPDL 2.0.
 Save As Save the workflow collection to a new name, or location in your local file system. If the workflow collection contains more than one workflow process or scenario, the resulting file type will be XPDL 2.0. If the collection contains only one workflow definition, the default file type will be PEP, unless the original document was an XPDL 2.0 file.
FileNet
  FileNet Open/Checkout Open a copy or check out a saved workflow collection document—PEP or XPDL 2.0—from an object store.
  FileNet Add New Add a workflow collection document—PEP or XPDL 2.0—to an object store for the first time. The workflow collection document is checked out immediately after the document is added so you can continue to work on it.
  FileNet Checkin Create a version of a checked out workflow collection document, saving any changes. When the check-in is complete, a copy of the workflow collection document remains open.
  FileNet Cancel Checkout Cancel checkout of the current workflow collection, discarding any changes.

For Workplace or Workplace XT, this discards all changes back to the last check-in, including work saved by using FileNet Save.

  FileNet Save Save any changes made in a checked out workflow collection document.

For Workplace or Workplace XT, this option saves to a temporary work area and does not create a new version of the workflow definition in the object store.

Insert
  New Workflow Create a new workflow definition in the current workflow collection.
  Local Workflow Open a workflow saved in the local file system into the current workflow collection.
  Workflow from Repository Open a workflow from an object store or library into the current workflow collection.
  Imported Visio File Import a Microsoft Visio diagram. Format must be .vdx. Note that this functionality is available only with the IBM FileNet Connector for Microsoft Visio package.
Export to Self-Contained XPDL Create a local copy of the workflow collection that includes any external workflow referenced by workflows in the collection.
Workflow Collection Properties Displays the Workflow Collection Properties dialog box where you can specify a name and description for the workflow collection.
Exit Close Process Designer. If the tabs do not close or the X does not appear, right-click the tab and click Close.
  Workflows Opens a window for you to select the workflow definition you want to work with.
  Go to Map Display the list of workflow maps. Choose the one to display.
  Save Workflow to Local Save the current workflow definition to the local file system.
  Save Workflow to Repository Save the current workflow definition to an object store or library.
  Print Setup Specify which items in the current workflow definition will be printed.
  Print Workflow Print the specified items.
  Examine References (available only in FileNet P8) Check the current workflow definition for references to attachments in Image Services or Content Services libraries that are not accessible in the current FileNet P8 system, and for Web Workflow or Open Client step processors that are referenced from a FileNet P8 workflow.
  Look and Feel Choose how to display the Process Designer screen from the following options:
  • Metal
  • Windows Classic
  Mode This option is available in Diagram mode only if you also have access to Design mode.
Choose the Process Designer mode to use.
  • Diagram mode: a simplified interface for creating basic diagrams of a process.
  • Design mode: provides functionality for creating fully operational workflows.
  Preferences On the Display options tab, show or hide map items, such as step names, route names, annotations and annotation background color.

The Workflow tab is for Design mode only.

Help menu
Contents and Index Open the online help for Process Designer.
Tutorials Open a list of tutorials with step-by-step instructions for using Process Designer.
About Open an information page with the version of Process Designer.


Last updated: March 2016
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