Add a PM Block to a Process

Add PM Blocks to your Process model that provide pre-built, focused functionality, including but not limited to connecting to custom third-party services.

Overview

Add a PM Block to a Process model

Permissions

Your user account or group membership must have the following permissions to add and configure a PM Block to the Process model unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Process permissions or ask your Administrator for assistance.

See Customize the Appearance of a Process Model Object.

See Copy Process Model Objects into the Clipboard.

See Clone Process Model Objects Without the Clipboard.

See Delete Process Model Objects.

Add a PM Block to Your Process Model

Follow these steps to add a PM Block to the Process model:

1. Ensure the following:

   • Ensure that at least one PM Block is created and is not archived. Archived PM Blocks cannot be added to a Process model.

   • Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
2. Click the PM Blocks tab. All active PM Blocks in your organization display. Each PM Block may be represented by a different icon.

3. Optionally, do either of the following:

   • Click the arrow to the left of the PM Block's icon to display that PM Block's description.

   • Pin the PM Block.

4. Click the PM Block to add to the Process model. Its icon displays adjacent to the mouse icon to indicate this PM Block may be placed into the Process model.

5. Click the location in the Process model to place this PM Block. If a Pool element is in your Process model, the Slack Notification connector cannot be placed outside of the Pool element.

Settings

The PM Block has the following panels that contain settings:

• Configuration panel

  • Edit the PM Block name

• Loop Characteristics panel

  • Specify characteristics to perform multiple instances of the Task

Configuration Panel Settings

Edit the PM Block Name

Follow these steps to edit a PM Block's name:

1. Select the PM Block from the Process model in which to configure its settings.

2. Ensure that the Configuration panel displays. If not, show it. The Name setting displays. This is a required setting.
3. In the Name setting, edit the selected PM Block's name and then press Enter.

Loop Characteristics Panel Settings

Specify Characteristics to Perform Multiple Instances of the Task

Use the Loop Characteristics panel settings to specify how to perform multiple instances of this element. The following loop modes are available for this element:

• No Loop Mode: Select the No Loop Mode option to perform this element's Task only once.

• Loop: Select the Loop option to sequentially repeat this element's Task multiple times until an exit condition is True. This is useful when a Task should be performed multiple times with the same set of data, such as, processing a credit card payment. This loop mode has the following characteristics:

  • The element's Task is repeated until the exit condition is True or the maximum iterations limit is reached.

  • At any given time, only one instance of the Task is active. The subsequent instance does not begin until the current instance completes.

  • The same exit condition evaluates at the end of each instance; however, value(s) of the Request variable(s) used in the exit condition can change during an instance resulting in the exit condition to eventually evaluate as True.

  • If any one instance of that Task does not complete, workflow pauses.

  • All active instances are terminated if an interrupting boundary-type event element triggers.

  • An element configured in this mode shows the Loop icon in Process Modeler.
• Multi-instance (Parallel): Select the Multi-instance (Parallel) option to perform this element's Task multiple times in parallel a fixed number of times. This is useful when performing any action in bulk, such as sending an email to several people. This loop mode has the following characteristics:

  • Instances of the Task are governed by the size of an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this Task that each contains data from its respective array index.

  • All instances begin simultaneously when this element triggers; however, they perform their Task independently of each other.

  • The Task as a whole completes when all instances are complete.

  • The output from each instance can either be saved in the source Request variable or a new array-type Request variable.

  • All active instances terminate if an interrupting boundary-type event element triggers.

  • An element configured in this mode shows the Multi-instance (Parallel) icon in Process Modeler.
• Multi-instance (Sequential): Select the Multi-instance (Sequential) option to perform this element's Task multiple times sequentially a fixed number of times or until an exit condition is True. This is useful when sequentially repeating a Task multiple times but with a different set of data each time. This loop mode has the following characteristics:

  • Instances of the Task are governed by the size an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this Task that each contains data from its respect array index.

  • At any given time, only one instance of the Task is active. The subsequent instance does not begin until the current instance completes.

  • At the end of each instance an exit condition evaluates and the loop activity halts if the exit condition is True.

  • The Task as a whole completes when all instances are complete.

  • The output from each instance can either be saved in the source Request variable or a new array-type Request variable.

  • All active instances terminate if an interrupting boundary-type event element triggers.

  • An element configured in this mode shows the Multi-instance (Sequential) iconin Process Modeler.

‌Follow these steps to specify characteristics to perform multiple instances of the Task:‌

1. Select the element from the Process model in which to specify multiple instance characteristics.

2. Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.

3. Expand the Loop Characteristics panel. The Loop Characteristics setting displays. By default, Loop Activity is set to No Loop Mode and the Task is performed only once.

   
4. From the Loop Mode setting, select one of the following options to perform this element's Task more than once.

   • Loop: Select the Loop option. The settings for this loop mode display:

     

     Follow these steps:

     1. In the Maximum Iterations setting, enter an integer value representing the maximum number of times this Task should be performed.

     2. In the Exit Condition setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted.

   • Multi-instance (Parallel): Select the Multi-instance (Parallel) option. The settings for this loop mode display:

     

     Follow these steps:

     1. In the Request Variable Array setting, enter the name of an array-type Request Variable. The size of this array will determine how many times this loop iterates.

     2. In the Output Data Variable setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the Output Data Variable setting is not configured, then the output data replaces the source data in the Request Variable Array.

   • Multi-instance (Sequential): Select the Multi-instance (Sequential) option. The settings for this loop mode display:

     

Response Mapping Panel Settings

Map Data from the Data Source to the Request's JSON Data Model

Configure how data from the PM Block integrates with Request data.

The procedure to integrate the data source's data to the Request JSON data model is called response mapping: specifying into which Request variable to store the data source's data. The PM Block may be configured with response mapping, whereby a specified source name in the body or header of the data source response's is mapped to store that value in a specified Request variable. By relying on the PM Block's response mapping, the Process Designer only needs to select the Request variable name as mapped in the PM Block's response without knowing technical details for this mapping.

Each JSON object contains a key name that references the JSON object, and the value for that key. If the JSON object already exists in a Request's JSON data model, then the PM Block overwrites the existing JSON object value with that from the data source. If the JSON object(s) to map the data source data does not exist, then the PM Block adds the JSON data object(s) to that Request's JSON data model.

Follow these steps to specify the Request JSON data object(s) to which to map the data source's data:

1. Select the PM Block from the Process model to map the data source's data to the Request JSON object(s).

2. Ensure that the Configuration panel displays. If not, show it. Panels to configure this element display.

3. Expand the Response Mapping panel if it is not presently expanded. The Response Mapping setting displays.
4. Click theicon to add a JSON object to which to map data from the data source. The Source and Set to Request Variable settings display to add the JSON source name and its variable, respectively, for the JSON object.
5. In the Source setting, enter the name of the source from which to store the response. If the source is from Request data, such as from a Collection, the source name is data. data is the name of the JSON object that stores all data for each Request. However, the Source setting corresponds with how the PM Block maps the data response: by selecting a mapped Request variable from the Set to Request Variable setting below, its corresponding source name displays in the Source setting. Optionally, specify the source name as a Request variable using mustache syntax.

6. In the Set to Request Variable setting, enter the Request variable as configured in the PM Block's response mapping in which to store the data source's response. Optionally, specify the source name as a Request variable using mustache syntax. After doing so, the Source setting displays the source's name configured for that response mapping.

7. Click Save.

8. Repeat Steps 4 through 6 for each Request variable to store the data source's response.

Click the Delete iconto delete a mapped response from the Response Mapping setting.