Visio Basics
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XMPro WorkFlow
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XMPro has Visio embedded for a rich process design experience. To use Visio as a process designer a licensed installation of Visio 2019 (64bit) or later is required. By default, this option is disabled.
To enabled Visio Designer go to File Tab/Options/General.
XMPro supports Visio stencils. These stencils enable business users to have basic flow charts or complex Business Process Modeling Notation (BPMN) and Case Management Modeling Notation (CMMN) based models.
XMPro is installed with a default XMPro stencil that is a combined subset if BPMN and CMMN. It has all the shapes to support structured, unstructured and hybrid processes.
The following shapes are supported in the XMPro stencil:
XMPro step from one activity to another through a trigger mechanism. XMPro supports three trigger styles that are all accomplished without coding:
Simple Trigger: Simply draw a connector from one activity to another and name the connector (arrow) with the trigger name. This will automatically create the trigger and name the button on the activity form.
Conditional Trigger: Draw a connector from a decision block (diamond) and double-click each outgoing connector to use XMPro Conditional Routing wizard to set up the routing rules. This can be as simple as Approve or Reject or as complex as an approval matrix and nested conditions.
Dynamic Allocation Trigger: XMPro’s unique Dynamic Allocation Logic allows a process designer to set up dynamic or unstructured routing for case style processes where connectors or arrows cannot be defined.
The XMPro stencil supports decisions as part of the process models. The simple diamond shape with a blank center represents a typical IF decision. It does include nested IF’s in the support wizard that sets up the decision logic.
The diamond shape with the circle represents a process split and the diamond with the Plus (+) Sign represents a join after a process split. The default configuration is set up as an AND gate which means all the legs need to be completed for the joined activity to happen. It is often referred to a WAIT action that waits for all the preceding activities to complete.
XMPro supports a range of right-click wizards in the Visio design environment.
This XMPro Activity Wizard allows you to set the properties of an Activity (form or screen).
Right-click an Activity Shape to show the XMPro Wizard and the XMPro Data Wizard:
The General tab shows the basic Activity options.
The Advanced tab shows additional notification and escalation options, including behavior and styling settings.
Refer to page for details each option found in the General tab.
Refer to page for details each option found in the Advanced tab.
