![]() The available increased magnification settings are between 50% and 200%, with 25% increments.ĭecrease the magnification of the current view. Increase the magnification of the current view. To access this option, you can also press Ctrl+A (or Command+A on Mac). To access this option, you can also press Ctrl+V (or Command+V on Mac). To access this option, you can also press Ctrl+C (or Command+C on Mac). To access this option, you can also press Ctrl+X (or Command+X on Mac).Ĭopies the selected node to your clipboard. To access this option, you can also press Ctrl+Y or Ctrl+Shift+Z (or Command+Y or Command+Shift+Z on Mac).Ĭuts the selected node on the canvas. Reapplies the most recently undone change. To access this option, you can also press Ctrl+Z (or Command+Z on Mac). Opens a dialog that provides all options for process model properties. To access this option, you can also press Ctrl+P (or Command+P on Mac). To access this option, you can also press Ctrl+D (or Command+D on Mac). Opens a dialog that allows you to manage process model security by groups. See the Versions section for more information. Opens a dialog with a list of all versions of the process model. To access this option, you can also press Ctrl+Alt+S (or Command+Option+S on Mac). Saves all changes to the process model and publishes it as a new version. To access this option, you can also press Ctrl+Shift+S (or Command+Shift+S on Mac). To access this option, you can also press Ctrl+S (or Command+S on Mac). ![]() ![]() Saves all changes to the process model, but does not publish it as a new version. You can open other process models from other folders in the Open dialog.Ĭloses the process model you are currently viewing.Ĭloses all process models open in the Process Modeler. New process models created in the Process Modeler are not automatically added to an application. Opens a new process model in a separate tab in the Process Modeler. This view allows you to perform all of the modeling and documentation activities of the Analyst View, plus you can double-click each activity, gateway, or event and incorporate your business rules, variables, and forms. To create a process model that your application can actually use after designing a flowchart in this view, you must switch to the Designer View. Each of these process nodes has limited configuration options, allowing an analyst to describe the overall process without configuring data, users, and other node properties such as a task form. The Analyst View provides flowchart tools with standard activities, events, and gateways-as well as the set of Appian smart services. Learn how to start designing your process in the Process Modeler. Appian creates and publishes the process model, then opens it in the Process Modeler. Configure security for the process model.Select the process model folder to store the process model. (Optional) Enter a brief description of the process model. In the Build view, click NEW > Process Model.Ĭonfigure the following properties: PropertyĮnter a name that follows the recommended naming standard.Suggested Smart Service Popup: Right-click on a connector between two nodes to search smart services and nodes, as well as see AI-based suggestions.īasic users must be a member of the Process Model Creators group in order to create new process models.Process Model Canvas: The canvas is where you can drag nodes and start connecting your activities.The Process Analyst View allows you to draft high-level diagrams, while the Process Designer View allows you to configure advanced options and publish process models. Process Model Role View: You can select the Process Analyst View or the Process Designer View in a Process Model.See the Toolbar Options section for a full list of features. Process Model Toolbar: The toolbar has a collection of functions that will help you easily create and manage your processes when working on the canvas.If the smart service is a custom plugin the icon appears next to the listing in the palette. They are grouped by two categories-Workflow and Automation Smart Services. Workflow and Automation Smart Service Palette: The palette lists out all nodes and smart services.Suggested Smart Service Palette: This section provides you with AI-based suggestions for the next smart service or node to add to the canvas.Smart Service Search Bar: This search bar allows you to quickly search for any smart services.See Menu Bar Options for a full list of features. Menu Bar: The menu bar has a multitude of features that are helpful when working with process models. ![]() This page discusses the basic features and functionality of process models and the Process Modeler. ![]()
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