ProcessMaker Platform Documentation
Spring 2023, ProcessMaker Platform
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Inclusive Gateway Element

Add, copy, delete, change the color, align, and configure Inclusive Gateway elements in your Process model.

Don't Know What an Inclusive Gateway Element Is?

See Process Modeling Element Descriptions for a description of the Inclusive Gateway element.

Permissions Required

Your user account or group membership must have the following permissions to configure an Inclusive Gateway element in 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.

Add an Inclusive Gateway Element to the Process Model

Follow these steps to add an Inclusive Gateway element to the Process model:
  1. 1.
    ​View your Processes. The Processes page displays.
  2. 2.
    ​Create a new Process or click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Locate the Gateway element in the Elements and Connectors palette that is to the left of the Process Modeler canvas. If the Hide Menus button​
    is enabled, the Elements and Connectors palette displays the Gateway element's icon
    .
  4. 4.
    Drag the element into the Process model canvas where you want to place it. If a Pool element is in your Process model, the Inclusive Gateway element cannot be placed outside of the Pool element.
  5. 5.
    From the Elements drop-down menu, select the Inclusive Gateway option. The Inclusive Gateway element displays.
Inclusive Gateway element
After the element is placed into the Process model, you may adjust its location in the following ways:
Moving an Inclusive Gateway element has the following limitations in regards to the following Process model elements:
  • Pool element: If the Inclusive Gateway element is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Inclusive Gateway element inside the Pool element closest to where you attempt to move it.
  • Lane element: If the Inclusive Gateway element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Inclusive Gateway element cannot be moved outside of the Pool element.

Replace an Inclusive Gateway Element with a Different Gateway Element

After an Inclusive Gateway element is added to a Process model, you may replace it with a different Gateway type element:
The selected Inclusive Gateway element is replaced by the default settings and color of the replacing element.
Follow these steps to replace an Inclusive Gateway element with a different Gateway type element:
  1. 1.
    ​View your Processes. The Processes page displays.
  2. 2.
    Click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Select the Inclusive Gateway element to change to another element. Available options display above the selected element.
  4. 4.
    Click the Elements icon. The Elements drop-down menu displays the Gateway type elements.
  5. 5.
    Select the element to replace the Inclusive Gateway element. The Change Type screen displays to confirm replacing the currently selected element.
  6. 6.
    Click Confirm. The new element replaces the Inclusive Gateway element with its default settings and color.

Change an Inclusive Gateway Element's Color

Copy an Inclusive Gateway Element

Clone an Inclusive Gateway Element

Delete an Inclusive Gateway Element

Settings

The Inclusive Gateway element has the following panels that contain settings:

Configuration Panel Settings

Edit the Element Name

An element name is a human-readable reference for a Process element. Process Modeler automatically assigns the name of a Process element with its element type. However, an element's name can be changed.
Follow these steps to edit the name for an Inclusive Gateway element:
  1. 1.
    Select the Inclusive Gateway element from the Process model in which to edit its name. Panels to configure this element display.
  2. 2.
    Expand the Configuration panel if it is not presently expanded. The Name setting displays. This is a required setting.
    ​
  3. 3.
    In the Name setting, edit the selected element's name and then press Enter.

Indicate Workflow Direction

Indicate if the workflow direction for the Inclusive Gateway is converging or diverging:
  • Converging workflow (synchronize workflow): An Inclusive Gateway element may synchronize Request workflow from two or more incoming Sequence Flow elements to the Inclusive Gateway element. All incoming Sequence Flow elements converging to the Inclusive Gateway element must trigger before the Inclusive Gateway element triggers, thereby synchronizing a Request's workflow. Use this coordinate workflow.
  • Diverging workflow (evaluate routing conditions): An Inclusive Gateway element may also evaluate a Request's workflow routing conditions for a Process. These routing conditions are configured on each outgoing Sequence Flow element from the Inclusive Gateway element. When a Request is in progress and the Inclusive Gateway element triggers, each of its outgoing Sequence Flow elements' conditions are evaluated to determine which Sequence Flow element(s) continue routing for that Request. Unlike the Exclusive Gateway element, multiple Sequence Flow elements can trigger from the Inclusive Gateway element, thereby causing multiple workflow routes simultaneously for the same Request that stem from that Inclusive Gateway element. Use an Inclusive Gateway element when you potentially want multiple workflow routes to occur simultaneously in that Request. Otherwise, consider using an Exclusive Gateway element to allow only one Sequence Flow element's condition(s) to continue workflow route for that Request.
One Inclusive Gateway element can only converge or diverge workflow, but not both. Use two Inclusive Gateway elements to both converge and diverge workflow.
Use two Inclusive Gateway elements for both converging and diverging workflow
Follow these steps to indicate the workflow direction for an Inclusive Gateway element:
  1. 1.
    Select the Inclusive Gateway element from the Process model in which indicate the workflow direction. Panels to configure this element display.
  2. 2.
    Expand the Configuration panel if it is not presently expanded, and then locate the Direction setting.
  3. 3.
    From the Direction drop-down menu, select from one of the following options:
    • Diverging: Select the Diverging option to indicate that the workflow direction is for outgoing Sequence Flow elements. When this option is selected, all outgoing Sequence Flow elements are evaluated to determine which trigger based on their specified condition(s). Multiple Sequence Flow elements may be triggered. This is the default option.
    • Converging: Select the Converging option to indicate the workflow direction is for incoming Sequence Flow elements. All incoming Sequence Flow elements to the Inclusive Gateway element must trigger before the Inclusive Gateway element triggers.

Documentation Panel Settings

Edit the Element's Description Displayed in Process Documentation

If the Documentation package is installed, describe the element's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the element is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the View Documentation icon for that Process.

Package Required

The Documentation package must be installed to view or edit the documentation for a Process element. Use the Documentation package to view documentation for Processes that includes an image of the Process map and entered description of its elements and connectors.
Follow these steps to edit the description for an element:
  1. 1.
    Select the element from the Process model in which to edit its description. Panels to configure this element display.
  2. 2.
    Expand the Documentation panel if it is not presently expanded. The Description setting displays.
  3. 3.
    In the Description setting, edit the information to display when viewing documentation for this element and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon
    .
    Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
    • Undo changes: Click on the
      icon to undo the last action.
    • Redo changes: Click on the
      icon to redo the last undone action.
    • Insert/Edit Link: Click on the
      icon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
      1. 1.
        Select the required text from the Rich Text control.
      2. 2.
        Click on the
        icon. The Insert/Edit Link screen displays.
      3. 3.
        In the URL setting, enter the destination URL.
      4. 4.
        In the Text to display setting, edit or enter the text displayed in the Rich Text control.
      5. 5.
        In the Title setting, enter the text to display when a user hovers over the displayed text.
      6. 6.
        From Open link in… drop-down menu, select one of these options:
        • New window: Select this option to open the destination page in a new browser window.
        • Current window: Select this option to open the destination page in the current browser window.
    • Insert/Edit Image: Click on the Insert/Edit Image icon
      to insert an image. Follow these guidelines:
      1. 1.
        Click on the Insert/Edit Image icon
        .
      2. 2.
        The Insert/Edit Image screen displays:
      3. 3.
        In the Source setting, enter a URL for the image.
      4. 4.
        In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
      5. 5.
        In the Width setting, enter the maximum width for the image.
      6. 6.
        In the Height setting, enter the maximum height for the image.
      7. 7.
        Toggle the Constrain Proportions icon
        to maintain the width-height ratio of the image to its original proportion.
      8. 8.
        Click Save.
    • Insert Page Break for PDF: Click on the Insert Page Break for PDF icon
      to insert a page break when a PDF document is created for this documentation if your browser supports this feature.
    • Format text: Follow these guidelines to format text:
      • Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
      • Bold: Do one of the following:
        • From the editor toolbar, select the
          icon.
        • From the Paragraph/Formats menu, select Inline and then Bold.
      • Italics: Do one of the following:
        • From the editor toolbar, select the
          icon.
        • From the Paragraph/Formats menu, select Inline and then Italic.
      • Underline: From the Paragraph/Formats menu, select Inline and then Underline.
      • Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
      • Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
      • Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
      • Code: From the Paragraph/Formats menu, select Inline and then Code.
      • Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
      • Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
      • Division: From the Paragraph/Formats menu, select Blocks and then Div.
      • Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
      • Change text color: Use the Text Color drop-down to change text color. Click on the
        icon. The color palette displays. Do one of the following:
        • Select one of the color swatches from the color palette. The selected text changes to that color.
          • Click the
            icon to select a custom color from the Color Picker.
          • Click the
            icon to reset the text to its default color.
      • Align text: Follow these guidelines to align text:
        • Left align: Do one of the following:
          • From the editor toolbar, use the
            icon to left-align text.
          • From the Paragraph/Formats menu, select Align and then Left.
        • Center align: Do one of the following:
          • From the editor toolbar, use the
            icon to center-align text.
          • From the Paragraph/Formats menu, select Align and then Center.
        • Right align: Do one of the following:
          • From the editor toolbar, use the
            icon to right-align text.
          • From the Paragraph/Formats menu, select Align and then Right.
        • Justify: Do one of the following:
          • From the editor toolbar, use the
            icon to justify text.
          • From the Paragraph/Formats menu, select Align and then Justify.
      • Insert a bullet list: Use the
        icon to format text as a bulleted list.
      • Insert a numbered list: Use the
        icon to format text as a numbered list.
      • Indent text: Click on the
        icon to increase text indenting.
      • Outdent text: Click on the
        icon to decrease text indenting.

Advanced Panel Settings

Edit the Node's Identifier Value

Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value.
All identifier values for all nodes in the Process model must be unique.
Follow these steps to edit the identifier value for an Inclusive Gateway element:
  1. 1.
    Select the Inclusive Gateway element from the Process model in which to edit its identifier value. Panels to configure this element display.
  2. 2.
    Expand the Advanced panel if it is not presently expanded. The Node Identifier setting displays. This is a required setting.
    ​
  3. 3.
    In the Node Identifier setting, edit the Inclusive Gateway element's identifier to a unique value from all nodes in the Process model and then press Enter.
Last modified 1mo ago