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Table Of Contents

1 GETTING STARTED
1.1 Metastorm BPM Components
1.2 Design Basics
1.2.1 Concepts and Vocabulary
1.2.2 Designing a Procedure
Define the Procedure Properties
Define the Initial Action
Define and Prioritize Tasks
Identify Participants
Determine Necessary Information
Determine Possible Outcomes
Identify Reusable Elements
Run a Simulation of the Procedure and Analyze the Data
Defining Simulation Data
Maintain the Procedure
1.3 The Designer Interface
1.3.1 Title Bar
1.3.2 Menus
The File Menu
The Edit Menu
The View Menu
The Component Menu
The Help Menu
The Tools Menu
Pop-up Menus
Dockable Menus
Personalized Menus
1.3.3 Toolbars
General Toolbar
Map toolbar and Form toolbar
1.3.4 Procedure Explorer
1.3.5 Component Bar
1.3.6 Main Pane
1.3.7 Status Bar
1.3.8 Properties editor
1.4 Saving, Publishing, and Retrieving Procedures
1.4.1 File Locations
1.4.2 File Types
1.4.3 Saving a Procedure
1.4.4 Exporting a Procedure or Map
1.4.5 Opening a Procedure
1.4.6 Importing a Procedure or Map
1.4.7 Validating a Procedure
1.4.8 Publishing a Procedure
Data Formats
1.4.9 Retrieving a Published Procedure or Library
2 LIBRARIES
2.1 Creating a Library
2.1.1 Creating a new library
2.1.2 Adding library parts
Forms
Form Segments
Map Segments
Map segments:
Scripts
LDAP Alias
Integration Wizard Collection
Flags
2.1.3 Saving and publishing a new library
2.2 Associating a Library with a Procedure
2.2.1 Using a library
2.2.3 Inheritance of Roles from Libraries
Nested Map Segments
Recursive Map Segments
Duplicate Names
Variables
Removing Libraries
Role Maintenance
2.2.4 Editing a Library
2.2.5 Accessing a library’s LDAP Alias
2.2.6 Accessing a library’s Integration Wizard collection
2.3 Working with a Procedure that uses a Library
2.3.1 Library Versions
2.3.2 Loading the required version of the library
2.3.3 Reverting to an Earlier Library Version
2.3.4 Working Offline
To take a library offline
To take a library online
Updating the library offline
3 MAPS
3.1 Creating a New Map
3.1.1 Working with Map Elements
Adding Stages to a Map
Adding Actions to a Map
Adding Comments to a Map
Moving Map Elements
Copying and Pasting Map Elements
Determining Map Element Alignment
Determining Map Element Layering
Removing Elements from a Map
3.2 Properties editor
Defining Action Properties
Using the Clone new folder option
Defining Do This Properties
Defining Simulation Properties
Defining a Creation Action’s Simulation Properties
Defining Simulation Properties for Later Actions
3.4.3 Action-specific Properties
Defining a User Action’s Form Properties
Defining a User Action’s Roles Properties
Defining a Loopback Action’s Roles Properties
Defining a Timed Action’s Time Properties
Defining a Timed Action’s Roles Properties
Defining a Flagged Action’s Flag Properties
Defining a Flagged Action’s Roles Properties
Defining a Rendezvous Action’s Maps Properties
4 CUSTOM AND SYSTEM VARIABLES
4.1 Custom Variables
4.1.1 Custom Variables and Forms
4.1.2 Creating a Custom Variable
4.2 System Variables
4.3 Folder Variables
4.4 Assigning a Value
5 COMPLEX TYPES
5.1.1 Generating a Complex Types Library
5.1.2 Retrieving Data from Complex Types
5.1.3 Retrieving data into fields
5.1.4 Populating a List box
5.1.5 Populating a Dropdown
5.2 Map Complex Type Dialog
5.2.1 Columns
5.2.2 Toolbar
5.2.3 Return Value
5.2.4 Serialization
Serializing
Right Mouse Menu
5.3 ComplexTypesUtils Support Library
5.3.1 FormatComplexType
Parameters:
Returns:
FormatComplexType Example
5.3.2 FormatComplexTypeDirect
Using FormatComplexTypeDirect
5.3.3 GetList
GetList Example
5.3.4 GetListDirect
5.3.5 GetNameValueList
5.3.6 GetNameValueList Direct
6 FORMS
6.1 The Form Editor
6.1.1 The Form Toolbar
6.1.2 Working with Form Elements
Adding Elements to a Form
Selecting Form Elements
Moving Form Elements
Copying and Pasting Form Elements
Aligning Form Elements
Determining Form Element Layering
Deleting Elements from a Form
Placing Form Segments on a Form
6.2 Properties editor
6.3 Creating a New Form
6.3.1 Defining Form Properties
Defining a Form’s Format Properties
Defining a Form’s Do This Properties
Defining a Form’s Notes Properties
6.4 Form Element Properties
6.4.1 Dependencies
6.4.2 Client Extensions
6.4.3 Defining Element-independent Properties
Defining a Form Element’s Extra Properties
Defining a Form Element’s Notes Properties
6.4.4 Defining Element-specific Properties
Defining a Frame or a Rule
Defining a Frame/Rule’s Rule Properties
Defining an Image
Defining an Image’s Image Properties
Defining an Image’s Do This Properties
Defining a Label
Defining a Label’s Label Properties
Defining a Label’s Do This Properties
Using a Label field to add a link to the form
Using a Label field to add HTML elements to the form
Defining an Attachment Clip
Defining an Attachment Clip’s Do This Properties
Defining a Command Button
Defining a Command Button’s Button Properties
Defining a Command Button’s Do This Properties
Defining a Check Field
Defining a Check Field’s Check Properties
Defining a Check Field’s Do This Properties
Defining a Currency Field
Defining a Currency Field’s Currency Properties
Defining a Currency Field’s Options Properties
Defining a Currency Field’s Do this Properties
Defining a Dataset Field
Defining a Dataset Field’s Dataset Properties
Defining a Dataset Field’s Do This Properties
Defining a Date/Time Field
Defining a Date/Time Field’s Date/Time Properties
Defining a Date/Time Field’s Options Properties
Defining a Date/Time Field’s Do This Properties
Defining a Drop-down Field
Defining a Drop-down Field’s Drop-down Properties
Defining a Drop-down Field’s Options Properties
Defining a Drop-down Field’s Do This Properties
Defining a Default Value for a Drop-down Field
Defining a List Field
Defining a List Field’s List Properties
Defining a List Field’s Options Properties
Defining a List Field’s Do This Properties
Defining a Memo Field
Defining a Memo Field’s Memo Properties
Defining a Memo Field’s Do This Properties
Defining a Number Field
Defining a Number Field’s Number Properties
Defining a Number Field’s Options Properties
Defining a Number Field’s Do This Properties
Defining a Radio Group Field
Defining a Radio Group Field’s Radio Group Properties
Defining a Radio Group Field’s Options Properties
Defining a Radio Group Field’s Do This Properties
Defining a Signature Field
Defining a Signature Field’s Signature Properties
Defining a Signature Field’s Do this Properties
Defining a Status Field
Example One
Example Two
Example Three
Defining a Status Field’s Status Properties
Defining a Status Field’s Options Properties
Defining a Status Field’s Do this Properties
Defining a Text Field
Defining a Text Field’s Text Properties
Defining a Text Field’s Options Properties
Defining a Text Field’s Do this Properties
Using a Text field to add a link to the form
Defining a Grid
Grid Types
Defining a Grid’s Grid Properties
Defining a Grid’s Options Properties
Defining a Grid’s Columns Properties
Defining a Grid’s Do This Properties
Using a Grid to set up Folder-on-Folder
Avoiding Common Editable Grid Errors
6.5 External Forms
6.5.1 Defining External Forms Options
To Add, Modify, or Review External Forms Options
6.5.2 Defining External Form Properties
Defining an External Form’s Form Properties
Defining an External Form’s Format Properties
Defining an External Form’s Do This Properties
Defining an External Form’s Notes Properties
6.5.3 External Forms Issues
Euro symbols in PDF forms
Viewing PDF files
Integration Wizard
7 DOCUMENT MANAGEMENT SUPPORT
7.1 What does Metastorm DMS provide?
7.2 Setup
7.2.1 Procedure Properties
7.3 DMS Attachment Clips
7.3.1 DMS Single Attachment Clip
7.3.2 DMS Multiple Attachment Clip
7.3.3 DMS Properties
7.3.4 Dependants
7.3.5 Edit Only
7.3.6 Creating a Dynamic Default Location
7.4 Integration Wizard
7.4.1 Common DMS Integration Wizard Commands
Get Document Id From Clip
Get Selected Document Id
Get Folder Document Ids
7.4.2 SharePoint Integration Wizard Commands
Upload Document
Browse SharePoint
Check In Document
Check Out Document
Delete Document
Download Document
Get Document Meta Data
Set Document Meta Data
Undo Check Out Document
Verify Document
Get Document Author
Get Document Checked Out By
Get Document Creation Date
Get Document Editor
Get Document Last Modified
Get Document Title
Verify Folder
8 DEFINING ROLES
8.1 Defining a Role
8.1.1 Identifying the Roles in Your Organization
8.1.2 User Attributes and Relationships
Attributes
Relationships
8.1.3 Defining Roles Using Metastorm Data Extraction Utilities
8.1.4 Adding Roles to the Roles List
8.1.5 Deleting Roles from the Roles List
8.1.6 Editing Roles
8.1.7 Defining Dynamic Role Formulas
Using operators within dynamic role formulas
Using %LDAPSearch within dynamic role formulas
8.1.8 Using the ‘everybody’ role
Workaround
9 DEFINING FLAGS
9.1 Flags
9.2 Defining a Flag
9.2.1 Flag Data
9.2.2 Flags Dialog
9.2.3 Flags Dialog Buttons
9.3 Raising Flags from within Procedures
9.3.1 Properties editor
9.3.2 Using eraiseflag.exe to raise a flag from an external application
9.3.3 Receiving Flag Data
10 CREATING FORMULAS
10.1 Integration Wizard
10.1.1 The Integration Wizard Interface
10.1.2 Using the Integration Wizard to Create a New Formula
Integration Wizard Example: Assign Value
Integration Wizard Example: Conditional Operation
10.1.3 Condition Builder
10.1.4 Add-ins
10.1.5 Formula Editor
Using the Formula Editor
10.1.6 Accessing Databases
Column Name(s) Argument
Column Values Argument
Data Source Argument
User Name Argument
Password Argument
Row Condition(s) Argument
10.1.7 Accessing Directories (Direct Directory Access)
Setting up the LDAP alias
Searching the Directory
10.1.8 Custom Variables
10.1.9 Defining External Tables
Creating External Tables
10.1.10 Accessing Business Rules Engines
Selecting the 'Execute a Rule' or 'Get Rule Result' Integration Wizard Item
Specifying Rule Connection Information
Selecting the Rule
Specifying Custom Variables to Pass to the Rule
10.2 Scripting
10.2.1 Working with the Scripts dialog
Adding a Script
10.2.2 Calling Server-side Scripts
Calling a Server-side Script through the Integration wizard
Calling a Server-side Script through the Formula Editor
Calling a Client-side Script through the Formula Editor
Client Event Limitations
Field exit and entry
Client Side Script Functions
10.3 Glossary of Integration Wizard Items
Appendix A - Sample Procedures
Publishing a Sample Procedure
Locating the sample procedures
Using the sample library
Setting roles for the sample procedures
Using the Set Up sample procedure
Sample Library
Points to Note
Set Up
Preparation
Case Management
Flight
Lead Tracking
New Hire
One Call
Purchase Order
Training
Wizard
External PO
Send Mail
News
Appendix B - Formula Components
Type-face Conventions
General Syntax
Formula Types
Type Conversions
Strings and Quotes
Where Formulas May Be Used
When Formulas Are Evaluated
Evaluation of 'When…' Formulas
Forcing Failure
Common Stages
System Variables
%Action.Name
%Action.Notes
%Action.StartsStage
%Form.Name
%Procedure.Name
%Procedure.Version
%Session.FlagName
%Session.FlagData[ column_number ]
%Session.FlagRaiser
%System.Name
%System.Roles
%System.Time
%System.Users
%User.Error
%User.Form
%User.Input
%User.Input[ column_number ]
%User.Name
Folder Variables
%ActionCount
%Archived
%Category
%CreationTime
%Deadline
%EntryTime
%FolderID
%FolderName
%MapName
%Message[ event_number ]
%Notes[ event_number ]
%Originator
%Parent
%Priority
%ServerName
%StageName
%Subject
%Updated
custom variables…
Form Variables
%Field.[fieldname]
Pure Functions
%Abs( value )
%Asc( character )
%Chr( code )
%Concatenate( string , string )
%Count( list , delimiter )
% Duration (from, to , units )
%EMPTY()
%FindEntry( list, item , delimiter )
%FormatTime( timestamp, format )
%GetEntry( list, index , delimiter )
%Length( string )
%LINEFEED()
%Max( value1 , [value2] )
%Max( list )
%Min( value1 , [value2] )
%Min( list )
%Months( start-date, months )
%NEVER()
%NEWLINE()
%Rem( dividend, divisor )
%RemoveEntry( list, index , delimiter )
%Round( number , decimals , round-down )
%Substring( start, length, string )
%Weekdays( start-date, days )
Access Functions
%CaptureAttachment (folderID, filename, attachmentData)
%Dir( path, [Alt Delimiter] )
%EmailAddress( user, [Alt Delimiter])
%GetText( filename )
%Manager( userID, role [, fallback_role] )
%ReadAttachment (folderID, filename)
%ToDoList( folderID, [Alt Delimiter] )
%WatchList( folderID, [Alt Delimiter] )
Impure Functions
%Delete( filename )
%DeleteAttachment( folderID, filename )
%ExecProc( procedure, arguments )
%ExecSQL( statement , data_source )
%Execute( procedure, arguments )
%ExecuteRule(ruleConnection,customVariables)
%GetAttachment( folderID, filename, path)
%NewAttachment( folderID, filename, path )
%RaiseFlag( flag, folderID , flag_data )
%Run( application, arguments )
%SaveData( folderID, filename, [Alt Delimiter] )
Arithmetic Operators
Quotation marks
Escape operator
Line separator
Appendix C - Designing an Accessible Process
Section 508 Compliance
Keyboard Navigation
Internet Explorer Text Size
Color Blindness
JAWS for Windows Support
Placing fields
Form fields
Unsupported fields
Invalid Characters
Configuring JAWS
Accessing Metastorm BPM via JAWS
Determining whether you are logged in to a service
Determining the current list
Logging in to a service
Navigating to the submit and cancel buttons on a form
Appendix D – Business Rules Web Service Configuration Parameters
Connection Parameters
URL – string
Timeout – long
Authentication Parameters
AuthMethod – long
AuthUser – string
AuthDomain – string
AuthPassword – string
ProxyServer – string
ProxyUser – string
ProxyPassword – string
BypassProxyOnLocal – boolean
Advanced Properties
AllowAutoRedirect – boolean
KeepAlive – boolean
UserAgent – string
PreAuthenticate – boolean
RequestEncoding – long
Appendix E – Masks Format
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Metastorm Designer User Manual

Metastorm Designer User Manual

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Published by Oana Savulescu
Metastorm Designer User Manual
Metastorm Designer User Manual

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Published by: Oana Savulescu on May 23, 2013
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