Swimlanes

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Go Up to Business Process Modeling Diagram Elements

You can group primary modeling elements by using swimlanes which consist of pools and lanes. A Pool represents a participant in a process. It also acts as a graphical container for partitioning a set of activities from other Pools. The three main elements are: Pool, Lane, and Nested Lane.

Pool

The table below describes the Property View fields available for a Pool:

Property View Description

General

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

Categories

You can add one or more defined Categories that can be used for purposes such as reporting and analysis.

Participant

You must define the Participant for a Pool. The Participant can be either a Role or an Entity. This defines the role that a particular Entity or Role the Pool will play in a Diagram that includes collaboration.

Process

When you click ICON PROCESS.PNG an additional property view opens displaying the Process properties for the selected diagram.

Boundary visible

This attribute defines if the rectangular boundary for the Pool is visible. Only one Pool in the Diagram may have the attribute set to False.

Linked steward or business unit

Click the drop-down arrow to display a list of available stewards and business units that can be linked to a pool.

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color

Lanes

Name

Displays the name of the lane(s) within the selected pool. You have the following functions available: Add: Adds another lane to the pool. If you opened the Property View from the Model View, the new lane appears in the Model View tree. If you opened the Property View from the presentation element, the new lane appears both in the Model View tree and in the Diagram View. Edit: Opens a Property View for the selected lane where you can make changes to the properties for that lane. Notice that the Appearance tab is not available on this page. Delete: Delete the selected lane from this Property View.

Create Lane

Click ICON CREATE LANE.PNG to create a new lane.

Edit Lane

Select a lane in the list box and click Edit (ICON EDIT PROPERTIES.PNG). The Lane property view for the selected lane opens.

Delete Lane

Delete a selected lane by clicking ICON DELETE.PNG. The lane is immediately deleted without a warning.

Move Lane Up

Move the selected lane up in the grid.

Move Lane Up

Move the selected lane down in the grid.

Links

Add Link

Opens the Create Link wizard. This wizard allows you to create conceptual or usage links between elements.

Edit Link

Opens the property view for the selected link.

Delete Link

Deletes the selected link (either the link or the link target).

Show Selected Links on Active Diagram

Once you have created a link in the Diagram View, click this icon to display the links for the selected object in the diagram.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh Links

Updates all the nodes in the Link Report.

Usage (CRUD)

Usage

The header displays the name of the linked element and the status of the filter (on or off). Receivers: Displays a list of the elements with usages (receivers). You can select multiple receivers in this list and delete all the receivers that are selected. Usage: Displays the usage setting (C, R, U, D). You can change the Usage attributes in this column and this change is reflected in the diagram. For example, you can change a C (Create) type to a U (Update) type. Usage Description: Displays the information entered in the Description text field for the target object of the usage. For example, if a usage was drawn between a task and a Data Store object, the description of the Data Store object is displayed. If there are no links or all the links have been filtered out, you are given the information that “No usages have been defined for this element” in the Receivers column.

Add Usage

Opens the Create Usage wizard where you can create a new usage.

Edit Usage

ICON EDIT PROPERTIES.PNGWhen you select a Receiver in the table, the edit option becomes available. Click this to open the Usage edit tab where you can edit the name of the usage. The default name is “Usage”. You can also change the usage settings (Create, Read, Update, and Delete).

Delete

ICON DELETE.PNGWhen you select a Receiver in the table, the delete option becomes available. This action removes the selected receiver from the usage.

Show Selected Usages

When you select a Receiver in the table, the Show Selected Usages option (ICON SHOW SELECTED USAGE.PNG) becomes available. Click this icon to display the usage for the selected receiver in the diagram, including the usage settings.

Filter Receiver Types

Opens the Usage Report Filter dialog where you can select the types of objects you want included in the Usage Report.

Export Usage Report

You can export the Usage (CRUD) reports in the following formats: CSV, HTML, PDF, and RTF

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Refresh Usage

Updates all the nodes in the Usage Report.

Impact Analysis

Filter Designation

Indicates whether a Filter has been set for the Impact Analysis Report. Two icons are displayed to the left of the Filter Designation indicator:   Click ICON FILTER TREE.PNG to display the impact analysis information in a tree format.   Click ICON FILTER TABLE.PNG to display the impact analysis information in a table format.

Create Impact Analysis Diagram

Once you create a link you can create a diagram that is a graphical representation of that link.

Filter

Opens the Impact Analysis Filter dialog

Export

You can export and save the Impact Analysis report in the following file formats: CSV, HTML, PDF, and RTF.

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh

Updates all the nodes in the Impact Analysis Report.

Appearance

Font and Color Options

Use these commands to change fonts and element colors.

Rendering

Use these commands to change the shadowing and gradient settings for an element.

Horizontal Alignment

Use these commands to set the justification for text labels in an element.

Diagram Display Options

Show Name: Select this option to show the element label. Show Connection: Select this option to display the line in the diagram.

Line Display Options

Select the width of the border from the drop-down list. You can select from 1 to 5 pixels.

Apply to Diagram

Applies the formatting changes to all existing pools on the active diagram.

Restore Defaults

Restores the default settings for all changes made in the Appearance tab.

Set as Default

All formatting changes made in the Appearance tab become the default settings for new pools placed in the Diagram View.

Lane

The table below describes the Property View fields available for a Lane:

Property View Description

General

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

Categories

You can add one or more defined Categories that can be used for purposes such as reporting and analysis.

Parent Pool

The Parent Pool must be specified. There can be only one Parent.

Parent Lane

ParentLane is an optional attribute that is used if the Lane is nested within another Lane. Nesting can be multi-level, but only the immediate parent is specified.

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color

Links

Add Link

Opens the Create Link wizard. This wizard allows you to create conceptual or usage links between elements.

Edit Link

Opens the property view for the selected link.

Delete Link

Deletes the selected link (either the link or the link target).

Show Selected Links on Active Diagram

Once you have created a link in the Diagram View, click this icon to display the links for the selected object in the diagram.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh Links

Updates all the nodes in the Link Report.

Usage (CRUD)

Usage

The header displays the name of the linked element and the status of the filter (on or off). Receivers: Displays a list of the elements with usages (receivers). You can select multiple receivers in this list and delete all the receivers that are selected. Usage: Displays the usage setting (C, R, U, D). You can change the Usage attributes in this column and this change is reflected in the diagram. For example, you can change a C (Create) type to a U (Update) type. Usage Description: Displays the information entered in the Description text field for the target object of the usage. For example, if a usage was drawn between a task and a Data Store object, the description of the Data Store object is displayed. If there are no links or all the links have been filtered out, you are given the information that “No usages have been defined for this element” in the Receivers column.

Add Usage

Opens the Create Usage wizard where you can create a new usage.

Edit Usage

ICON EDIT PROPERTIES.PNGWhen you select a Receiver in the table, the edit option becomes available. Click this to open the Usage edit tab where you can edit the name of the usage. The default name is “Usage”. You can also change the usage settings (Create, Read, Update, and Delete).

Delete

ICON DELETE.PNGWhen you select a Receiver in the table, the delete option becomes available. This action removes the selected receiver from the usage.

Show Selected Usages

When you select a Receiver in the table, the Show Selected Usages option (ICON SHOW SELECTED USAGE.PNG) becomes available. Click this icon to display the usage for the selected receiver in the diagram, including the usage settings.

Filter Receiver Types

Opens the Usage Report Filter dialog where you can select the types of objects you want included in the Usage Report.

Export Usage Report

You can export the Usage (CRUD) reports in the following formats: CSV, HTML, PDF, and RTF

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Refresh Usage

Updates all the nodes in the Usage Report.

Impact Analysis

Filter Designation

Indicates whether a Filter has been set for the Impact Analysis Report. Two icons are displayed to the left of the Filter Designation indicator:   Click ICON FILTER TREE.PNG to display the impact analysis information in a tree format.   Click ICON FILTER TABLE.PNG to display the impact analysis information in a table format.

Create Impact Analysis Diagram

Once you create a link you can create a diagram that is a graphical representation of that link.

Filter

Opens the Impact Analysis Filter dialog

Export

You can export and save the Impact Analysis report in the following file formats: CSV, HTML, PDF, and RTF.

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh

Updates all the nodes in the Impact Analysis Report.

Appearance

Font and Color Options

Use these commands to change fonts and element colors.

Horizontal Alignment

Use these commands to set the justification for text labels in an element.

Diagram Display Options

Show Name: Select this option to show the element label.

Apply to Diagram

Applies the formatting changes to all existing lanes on the active diagram.

Restore Defaults

Restores the default settings for all changes made in the Appearance tab.

Set as Default

All formatting changes made in the Appearance tab become the default settings for new lanes placed in the Diagram View.

Nested Lane

The table below describes the Property View fields available for a Nested Lane:

Property View Description

General

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

Categories

You can add one or more defined Categories that can be used for purposes such as reporting and analysis.

Parent Pool

The Parent Pool must be specified. There can be only one Parent.

Parent Lane

ParentLane is an optional attribute that is used if the Lane is nested within another Lane. Nesting can be multi-level, but only the immediate parent is specified.

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color

Links

Add Link

Opens the Create Link wizard. This wizard allows you to create conceptual or usage links between elements.

Edit Link

Opens the property view for the selected link.

Delete Link

Deletes the selected link (either the link or the link target).

Show Selected Links on Active Diagram

Once you have created a link in the Diagram View, click this icon to display the links for the selected object in the diagram.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh Links

Updates all the nodes in the Link Report.

Usage (CRUD)

Usage

The header displays the name of the linked element and the status of the filter (on or off). Receivers: Displays a list of the elements with usages (receivers). You can select multiple receivers in this list and delete all the receivers that are selected. Usage: Displays the usage setting (C, R, U, D). You can change the Usage attributes in this column and this change is reflected in the diagram. For example, you can change a C (Create) type to a U (Update) type. Usage Description: Displays the information entered in the Description text field for the target object of the usage. For example, if a usage was drawn between a task and a Data Store object, the description of the Data Store object is displayed. If there are no links or all the links have been filtered out, you are given the information that “No usages have been defined for this element” in the Receivers column.

Add Usage

Opens the Create Usage wizard where you can create a new usage.

Edit Usage

ICON EDIT PROPERTIES.PNGWhen you select a Receiver in the table, the edit option becomes available. Click this to open the Usage edit tab where you can edit the name of the usage. The default name is “Usage”. You can also change the usage settings (Create, Read, Update, and Delete).

Delete

ICON DELETE.PNGWhen you select a Receiver in the table, the delete option becomes available. This action removes the selected receiver from the usage.

Show Selected Usages

When you select a Receiver in the table, the Show Selected Usages option (ICON SHOW SELECTED USAGE.PNG) becomes available. Click this icon to display the usage for the selected receiver in the diagram, including the usage settings.

Filter Receiver Types

Opens the Usage Report Filter dialog where you can select the types of objects you want included in the Usage Report.

Export Usage Report

You can export the Usage (CRUD) reports in the following formats: CSV, HTML, PDF, and RTF

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Refresh Usage

Updates all the nodes in the Usage Report.

Impact Analysis

Filter Designation

Indicates whether a Filter has been set for the Impact Analysis Report. Two icons are displayed to the left of the Filter Designation indicator:   Click ICON FILTER TREE.PNG to display the impact analysis information in a tree format.   Click ICON FILTER TABLE.PNG to display the impact analysis information in a table format.

Create Impact Analysis Diagram

Once you create a link you can create a diagram that is a graphical representation of that link.

Filter

Opens the Impact Analysis Filter dialog

Export

You can export and save the Impact Analysis report in the following file formats: CSV, HTML, PDF, and RTF.

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh

Updates all the nodes in the Impact Analysis Report.

Appearance

Font and Color Options

Use these commands to change fonts and element colors.

Horizontal Alignment

Use these commands to set the justification for text labels in an element.

Diagram Display Options

Show name: Displays the label of the Association object. This option is selected by default.

Apply to Diagram

Applies the formatting changes to all existing nested lanes on the active diagram.

Restore Defaults

Restores the default settings for all changes made in the Appearance tab.

Set as Default

All formatting changes made in the Appearance tab become the default settings for new nested lanes placed in the Diagram View.

Process

Property View Description

General

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

Categories

You can add one or more defined Categories that can be used for purposes such as reporting and analysis.

Process type:

This maps to a BPEL4WS scope element. The scope is not an independent process and will share the process variables of the higher-level process.

Status

Ad hoc

Ad hoc is a boolean attribute, which has a default of False. This specifies whether the Embedded Sub-Process is Ad Hoc or not. The activities within an Ad Hoc Embedded Sub-Process are not controlled or sequenced in a particular order, there performance is determined by the performers of the activities. Note: : You can set this attribute for multiple subprocesses.

Suppress Join Failure

A join condition provides status about an incoming link. A join failure indicates that link execution failed. At the process level, this attribute specifies whether a join failure is suppressed for the whole process.

Enable Instance Compensation

This attribute is included for mapping to BPEL4WS. It specifies whether or not a compensation can be performed after the Process has completed normally.

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color

Assignments

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

To

The target for the Assignment must be a Property of the Process or the activity itself.

From

The Expression must be made up of a combination of Values, Properties, and Attributes, which are separated by operators such as add or multiply. The expression language is defined in the ExpressionLanguage attribute of the Business Process Diagram.

Assign Time

An Assignment may have a AssignTime setting. If the Object is an activity (Task, Sub-Process, or Process), then the Assignment must have an AssignTime. A value of Start means that the assignment shall occur at the start of the activity. This can be used to assign the higher-level (global) Properties of the Process to the (local) Properties of the activity as an input to the activity.   A value of End means that the assignment shall occur at the end of the activity. This can be used to assign the (local) Properties of the activity to the higher-level (global) Properties of the Process as an output to the activity.

Create Assignment

Click ICON CREATE LANE.PNG to create a new assignment for the element.

Edit Assignment

When you click edit ICON EDIT PROPERTIES.PNG, an additional tab opens where you can edit the selected assignments.

Delete Assignment

Deletes the selected assignment.

Properties

Name

Modeler-defined Properties may be added to an activity. These Properties are “local” to the activity and are only for use within the processing of the activity. The fully delineated name of these properties is “<process name>.<activity name>.<property name>”. You can add, edit and delete these properties.

Type

Each Property has a Type (for example, type=”String”). A Property may be of type Set, which allows child Properties.

Correlation

If the ConditionType attribute is set to Expression, then the ConditionExpression attribute must be defined. Otherwise, it is not valid. This attribute is included for mapping to BPEL4WS. The Property will map to a correlationSet and the child Properties will be properties of that correlationSet.

Links

Add Link

Opens the Create Link wizard. This wizard allows you to create conceptual or usage links between elements.

Edit Link

Opens the property view for the selected link.

Delete Link

Deletes the selected link (either the link or the link target).

Show Selected Links on Active Diagram

Once you have created a link in the Diagram View, click this icon to display the links for the selected object in the diagram.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh Links

Updates all the nodes in the Link Report.

Usage (CRUD)

Usage

The header displays the name of the linked element and the status of the filter (on or off). Receivers: Displays a list of the elements with usages (receivers). You can select multiple receivers in this list and delete all the receivers that are selected. Usage: Displays the usage setting (C, R, U, D). You can change the Usage attributes in this column and this change is reflected in the diagram. For example, you can change a C (Create) type to a U (Update) type. Usage Description: Displays the information entered in the Description text field for the target object of the usage. For example, if a usage was drawn between a task and a Data Store object, the description of the Data Store object is displayed. If there are no links or all the links have been filtered out, you are given the information that “No usages have been defined for this element” in the Receivers column.

Add Usage

Opens the Create Usage wizard where you can create a new usage.

Edit Usage

ICON EDIT PROPERTIES.PNGWhen you select a Receiver in the table, the edit option becomes available. Click this to open the Usage edit tab where you can edit the name of the usage. The default name is “Usage”. You can also change the usage settings (Create, Read, Update, and Delete).

Delete

ICON DELETE.PNGWhen you select a Receiver in the table, the delete option becomes available. This action removes the selected receiver from the usage.

Show Selected Usages

When you select a Receiver in the table, the Show Selected Usages option (ICON SHOW SELECTED USAGE.PNG) becomes available. Click this icon to display the usage for the selected receiver in the diagram, including the usage settings.

Filter Receiver Types

Opens the Usage Report Filter dialog where you can select the types of objects you want included in the Usage Report.

Export Usage Report

You can export the Usage (CRUD) reports in the following formats: CSV, HTML, PDF, and RTF

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Refresh Usage

Updates all the nodes in the Usage Report.

Impact Analysis

Filter Designation

Indicates whether a Filter has been set for the Impact Analysis Report. Two icons are displayed to the left of the Filter Designation indicator:   Click ICON FILTER TREE.PNG to display the impact analysis information in a tree format.   Click ICON FILTER TABLE.PNG to display the impact analysis information in a table format.

Create Impact Analysis Diagram

Once you create a link you can create a diagram that is a graphical representation of that link.

Filter

Opens the Impact Analysis Filter dialog

Export

You can export and save the Impact Analysis report in the following file formats: CSV, HTML, PDF, and RTF.

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh

Updates all the nodes in the Impact Analysis Report.