LogoLogo
IntegrationsInstallationAdministrationContact Support
XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
    • Browser Requirements
    • Features
  • Resources
    • What's New in 7.0
    • Security
    • Connectors
    • FAQs
      • Integration
      • Configuration
      • Troubleshooting
      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
Powered by GitBook
On this page
  • Add a Process Node
  • Provide Node detail
  • Considerations

Was this helpful?

Export as PDF
  1. How-To Guides

Process Hierarchy (Remove)

Last updated 10 months ago

Was this helpful?

Consultants can create a Process Hierarchy in the Process Explorer area. Only authorized consultants are allowed to change the Process Hierarchy.

Add a Process Node

  1. Right-click on Process Groups.

  2. Click the New Hierarchy Node as indicated in Fig 1. A new Node will be created.

Provide Node detail

When you right-click the newly created node, the following options will be displayed:

  • New Hierarchy Node – used to create another node

  • Edit – used to change the name of the newly created node from New Node to, for example, Human Resources or Plant Administration

  • Add Child – used to add, for example, a process within the Plant Administration Group of Processes

  • Delete – used to delete a node. Note: You can only delete a node if there is no content in that specific node

Considerations

Processes can be dragged and dropped between created Nodes within the Process Repository to change the order within the hierarchy. However, the Process Groups node can be seen as the default container for groups of processes or processes that are not assigned to any Hierarchy Node and cannot be moved or nested.

Fig 1. Adding a process node
Fig 2. Options for newly created node