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Process Model Designer mApp Beta V0.9
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Version 0.9
December 2016
Cherwell Service Management®
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Contact Cherwell Software
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Contents
Process Model Designer mApp Beta V0.9...............................................................................4
Using the Process Model Designer mApp.................................................................................................................6
Create a Process Model Workflow.............................................................................................................................6
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The mApp provides an out-of-the-box Process Model that includes a pre-configured Business Object and
workflow, but you must configure the mApp to use the functionality with additional Business Objects.
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Import: Add new item.
2. Apply the mApp using the Apply mApp wizard in CSM Administrator.
Note: The Process Model Designer beta mApp does not include configuration procedures.
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To create a Process Model record:
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1. On the CSM Desktop Client toolbar, click New>New Process Model.
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Define Basic Information
To define basic information for the Process Model workflow:
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1. In the Process Model Name field, provide a name. This field is required.
2. In the Related Business Object drop-down, select the Business Object that will use the Process Model
workflow. This field is required.
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Note: The Business Object must be configured to use Process Model functionality.
3. In the Process Model Type field, provide the type (ex: If the target Business Object is Change Request,
the Process Model type might be Standard). This field is required.
4. In the Process Owner drop-down, select the name of the Owner if different from the record creator.
5. In the Description field, provide a description.
6. (Optional) Select features for the workflow:
• Multi-Page Layout: Select the check box to use multiple forms with the workflow. When you select this
option, you provide an associated form when defining each State.
• Target Object Uses Approvals: Select the check box to use Approvals with the workflow.
• Target Object Uses Tasks: Select the check box to use Tasks with the workflow.
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b. Click OK.
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New Phases display in the Phases section of the Process Model form, in the Process Visualizer tab of
the Form Arrangement, and in the Phases tab of the Form Arrangement.
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e. Click OK.
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1. In the States section, click the Open States Tab link to open the States tab in the Form Arrangement.
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2. In the toolbar of the Form Arrangement, click the New State button.
The State form displays in the Form Arrangement.
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3. In the State Name field, provide a name for the text that will display in the Status bar. This field is required.
4. In the Name to Display When Next field, provide a name for the link that will display in the Status bar to
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indicate that the State is next. This field is not required for the first State.
5. In the Associated Form Name field, type the name of the form that will be used with the State. The form
must match a secondary form name associated with the related Business Object.
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Note: If you did not select the Multi-Page Layout option when defining the basic information, the field
is disabled.
6. In the Associated Phase Name drop-down, select the Phase that will use the State.
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7. (Optional) Select the All Tasks Must be Closed to Advance to Next State check box to make Task
completion required for the State.
8. In the toolbar of the Form Arrangement, click the New State button.
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9. In the State Name field, provide a name for the text that will display in the Status bar.
10. In the Name to Display When Next field, provide a name for the link that will display in the Status bar to
indicate that the State is next.
11. In the Associated Form Name field, type the name of the form that will be used with the State.
12. (Optional) Select the All Tasks Must be Closed to Advance to Next State check box to make Tasks
completion required for the State.
13. (Optional) Add an Approval to the State:
a. In the States section, click the Add Approval to State link.
b. In the State Selector, select the State that will use the Approval and then click OK.
c. In the Approval Selector, select the Approval that you want to use and then click OK.
The Approval displays in the Approval tab of the Form Arrangement.
Note: Remove an Approval by clicking the Remove Approval from State link and selecting an
Approval.
New States display in the Process Visualizer tab of the Form Arrangement and in the States tab of the
Form Arrangement.
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Note: You must click the Update Visualizer button in the Process Visualizer tab to view the States
associated with the Phases.
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17. (Optional) Remove a State from the golden path:
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Note: When you remove a State from the golden path, you remove it from the typical workflow (ex:
Pending). Advancing to this type of State will not change the current Phase or form.
a. In the States section, click the Remove State from Golden Path link.
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b. In the prompt, select the State that you want to remove.
c. Click OK.
d. In the States tab of the Form Arrangement, click the State the you removed from the golden path.
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e. In the States section, click the ellipses button next to the Custom Next Action field.
f. In the Action Manager, select a One-Step that will run when you click the Next link in the Status bar.
g. Click OK.
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h.
Note: Add a State back to the golden path by clicking the Add State Back to Golden Path link
and selecting a State.
Note: The Process Model record automatically checks for errors when the record is activated.
19. Click the Activate Process Model link next to the Process Model Name field to activate and use the
workflow.