Design a Process

Complete the steps in Create a Process Object first. After you understand the concepts and steps behind creating your first few new process, you can easily edit any process. Use the Process Designer to design and configure all process objects.

Follow these steps:

Double-click the process in the Library or open it from the Process Designer.
The Process Designer opens with a default set of basic start and stop operators.
Use the Process Designer to design and configure the process. This includes adding operators, ports, and links. Refer to the remaining topics in this section in any order to guide you.
To configure properties for a process, click any neutral space in the canvas, and choose Properties from the View menu in the toolbar.
The Properties palette opens. The process properties determine the default behavior for all operators added to the process.

Configuration

Specifies whether to display horizontal or vertical swim lanes.

Link

Specifies the weight, color, and shape of the lines that link operators.

Simulation

Specifies the default simulation options for operators added to a process. You can also override these settings for a specific operator.

Label Options

Specifies the default display options for operators added to a process. You can also override these settings for a specific operator.
When finished, click Apply to view the changes.
Continue with any other tasks in this section of this guide.
When you are done editing an object click Save and then Check In.

Process Design Tips

Keep the following tips in mind when working with processes:

You can repeat any of the topics in this entire chapter in almost any order. For example, add a swim lane, add a port, or connect a link.
As a basic rule, you can edit a process using the same steps for editing any automation object in the library. See Working with Objects.
Always check out the process to prevent others from overwriting your changes. You can check out a process before opening it (in the Library Browser) or after opening it (in the Process Designer).
CA Process Automation always runs the current version of a process; however, if you have an object checked out, CA Process Automation is smart enough to run your working version.
When you check in a changed process, decide how its versions are handled. You can either replace the version that you opened or you can create a separate distinct new version.
Before you test changes to a process, check in the edited version that you had previously checked out.