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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
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  • Properties of a Process Group
  • Adding a new Process Group
  • Editing a Process Group
  • Deleting a Process Group

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  1. How-To Guides

Working with Process Groups

The Process Group is the topmost structure in a process. It is a logical grouping of different processes.

Properties of a Process Group

Description

Use this property to specify a short description for the process group

ID

A numerical value which uniquely identifies this process group. This property is automatically assigned, and used internally by XMPro.

Name

This property specifies the name of the process group. This name uniquely identifies the process group. On the New page where new processes are started in WorkFlow, this heading that will be shown.

Adding a new Process Group

  1. In the Server Explorer, double click on the Process Groups node. This will open the process group's document window in the main work area.

  2. In the Toolbox, make sure you are in the Processes category.

  3. Drag a Process Group from the toolbox to the main work area.

  4. In the main work area, select your new process group.

  5. In the Properties window, configure the properties for your new process group.

  6. Click on Save icon from quick access toolbar; or press Ctrl + S on your keyboard to save the process group.

Note: An asterisk (*) will appear on the tab of the document window to show you that there is unsaved information. After saving, the asterisk (*) will disappear.

Editing a Process Group

  1. In the Server Explorer, double click on the Process Groups node. This will open the process group's document window in the main work area.

  2. In the main work area, select the process group you want to edit.

  3. In the Properties window, configure the properties for your new process group.

  4. Click on Save icon from quick access toolbar; or press Ctrl + S on your keyboard to save the process group.

Note: An asterisk (*) will appear on the tab of the document window to show you that there is unsaved information. After saving, the asterisk (*) will disappear.

Deleting a Process Group

  1. In the Server Explorer, double click on the Process Groups node. This will open the process group's document window in the main work area.

  2. In the main work area, select the process group you want to delete.

  3. Click on Delete icon from the quick access tollbar; or press Ctrl + D on your keyboard to delete the process.

  4. When prompted, click on OK.

  5. Click on Save icon from the quick access toolbar; or press Ctrl + S on your keyboard to save the process.

Note: An asterisk (*) will appear on the tab of the document window to show you that there is unsaved information. After saving, the asterisk (*) will disappear.

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Last updated 8 months ago

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