ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
Sub Process Element
Add, copy, delete, change the color, align, and configure Sub Process elements in your Process model.

Don't Know What a Sub Process Element Is?

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

Permissions Required

Your user account or group membership must have the following permissions to configure a Sub Process 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 a Sub Process Element to the Process Model

Follow these steps to add a Sub Process 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 Task 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 Task 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 Sub Process element cannot be placed outside of the Pool element.
  5. 5.
    From the Elements drop-down menu, select the Sub Process option. The Sub Process element displays.
Sub Process element
After adding the Sub Process element, consider adding any of the following Boundary-type Process model elements to design business solutions when your best-case scenarios don't happen:
After the element is placed into the Process model, you may adjust its location in the following ways:
Moving a Sub Process element has the following limitations in regards to the following Process model elements:
  • Pool element: If the Sub Process 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 Sub Process element inside the Pool element closest to where you attempt to move it.
  • Lane element: If the Sub Process element is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Sub Process element cannot be moved outside of the Pool element.

Customize the Appearance of a Sub Process Element

Customize the Sub Process element's appearance in the following ways:
After a Sub Process element is added to a Process model, optionally customize these aspects of its appearance. Each Sub Process element's appearance may only be changed individually.

Change a Sub Process Element's Color

The Sub Process element and label are black-colored by default. After a Sub Process element is added to a Process model, its shape and label color can be changed. Element and connector colors may only be changed individually.
Follow these steps to change the color and label for a Sub Process 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 Sub Process element to change its color. Available options display above the selected element.
  4. 4.
    Click the Open Color Palette icon
    . The color palette displays.
  5. 5.
    Do one of the following to change the color:
    • Select a color swatch: Select one of the color swatches from the color palette. The Sub Process element and label change to that color.
    • Specify a custom color: Click the
      icon to display the color selector, and then select a color, enter the Hex color code, or enter the red, green, blue, and alpha color values for the custom color. The Sub Process element and label change to that color.
    • Reset to the default color: Click the
      icon to reset the Sub Process element and label to its default color.

Change a Sub Process Element's Icon

A Sub Process element displays the
icon in the shape by default.
Follow these steps to change the icon for a Sub Process 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 Sub Process element to custom. Available options display above the selected element.
  4. 4.
    Click the Open Color Palette icon
    . The color palette displays.
  5. 5.
    Click the
    icon. The Select a custom icon screen displays.
  6. 6.
    From the Search drop-down menu, select the icon to display. The Sub Process element's icon changes to the selected icon.
  7. 7.
    Click OK.
To reset the Sub Process element to its default icon, click the Reset to Default button from the Select a custom icon screen.

Replace a Sub Process Element with a Task Type Element

After a Sub Process element is added to a Process model, you may replace it with a Task type element:
The selected Sub Process element is replaced by the default settings and color of the replacing element.
Follow these steps to replace a Sub Process element with a Task 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 Sub Process 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 Task type elements and the Sub Process element.
  5. 5.
    Select the element to replace the Sub Process element. The Change Type screen displays to confirm replacing the currently selected element.
  6. 6.
    Click Confirm. The new element replaces the Sub Process element with its default settings and color.

Copy a Sub Process Element

Copying a Sub Process element copies the original along with its current settings, making it easier and faster to continue designing without adding default elements or connectors with their default settings.
The copied Sub Process element displays below the original. Any Sequence Flow and/or Message Flow elements incoming to or outgoing from the original are not copied.
Follow these steps to copy a Sub Process element in your Process model:
  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 Sub Process element to copy. Available options display above the selected element.
  4. 4.
    Click the Copy Element icon
    . The Process model element copies.

Delete a Sub Process Element

Deleting a Process model element also deletes any Sequence Flow and/or Message Flow elements incoming to or outgoing from that element. For example, if a Process model element is deleted that has both incoming and outgoing Sequence Flow elements, the Sequence Flow elements must be reconnected for the remaining elements/connectors.
Follow these steps to delete a Sub Process element from your Process model:
  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 Sub Process element to delete. Available options display above the selected element.
  4. 4.
    Click the Delete icon
    . The Process model element deletes.

Settings

The Sub Process 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 a Sub Process element:
  1. 1.
    Select the Sub Process 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.

Select the "Child" Sub Process This Element Calls

The Sub Process element calls a Sub Process when it triggers. The Sub Process is referred to as a "child" Process, while the calling Process is referred to as the "parent" Process. The child Sub Process must in the same ProcessMaker instance as the parent Process and not archived.
The child Sub Process has its own Request. The Request for the parent Process waits until the child Sub Process's Request completes before its workflow continues. When the child Sub Process's Request completes, the parent Process's Request continues from the Sub Process element.
The child Process must have at least one Start Event element from which to start its Request. Other Start-type BPMN elements result in an invalid parent Process error when this Sub Process element calls the child Process to start its Request.
As a best practice, verify that the child Process contains a Start Event element prior to completing design for the Process using this Sub Process element.
To prevent routing for the parent Process's Request from waiting until the child Sub Process's Request completes, use a Parallel Gateway element preceding the Sub Process element. Use a parallel outgoing Sequence Flow element from the Parallel Gateway element to continue routing the parent Process while the Sub Process element waits for the child Sub Process's Request to complete.
Follow these steps to select the child Sub Process the Sub Process element calls when it triggers:
  1. 1.
    Select the Sub Process element from the Process model in which to select the child Sub Process that element calls. Panels to configure this element display.
  2. 2.
    Expand the Configuration panel if it is not presently expanded, and then locate the Process setting.
  3. 3.
    From the Process drop-down menu, select which child Sub Process the Sub Process element calls when it triggers. This is a required setting. After selecting a Process from the Process drop-down menu, the Start Event setting displays. A Start Event element from the selected Process displays in the Start Event drop-down menu.
  4. 4.
    From the Start Event drop-down menu, select another Start Event element from the child Process that this Sub Process element calls to start a Request if the default Start Event element is not to be called. Optionally click the Open Process option below the Start Event drop-down menu to review the selected Process model in a new Web browser window.

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.

ProcessMaker 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.

Assignment Rules Panel Settings

Select Who May Start Requests for the "Child" Sub Process

Select who may start Requests for the "child" Sub Process selected from the Process setting:
  • Anonymous: Any person may start Requests for the child Sub Process. Ensure that the child Sub Process contains a Start Event element configured to allow anonymous Web Entry; otherwise, that Start Event element only allows authenticated users to start Requests for the child Sub Process.
  • Requester: Only the person who started that Request for the "parent" Process may start Requests for the child Sub Process. This user is known as the Request starter.
  • Users and/or groups: Selected users and/or all members of selected groups may start Requests for the child Sub Process.
  • Previous Task assignee: Only the previous Task assignee in that Request may start Requests for the child Sub Process.
  • By User ID: A user based on a Variable Name value as entered into a Screen during a previous Task in that Request may start Requests for the child Sub Process. For example, if a Line Input control in a Screen has the Variable Name value of Name, to contain a user's name, then use that value to thereby select that user to start Sub child Process Requests.
Follow these steps to select who may start Requests for the child Sub Process:
  1. 1.
    Select the Sub Process element from the Process model in which to select who may start Requests for the child Sub Process. Panels to configure this element display.
  2. 2.
    Expand the Assignment Rules panel if it is not presently expanded. The Start Sub Process As setting displays.
  3. 3.
    From the Start Sub Process As drop-down menu, select one of the following options:
    • Anonymous: Select Anonymous to allow any person to start Requests for the child Sub Process. Ensure that the child Process contains a Start Event element configured to allow anonymous Web Entry; otherwise, that Start Event element only allows authenticated users to start Requests of the child Sub Process.
    • Requester: Select Requester to only allow the Request starter to start Requests for the child Sub Process.
    • Users and/or Groups: Select Users/Groups to choose specific users and/or all members of specific groups may start Requests for the child Sub Process. When this option is selected, the Assigned Users/Groups drop-down menu displays below the Start Sub Process As drop-down menu.
      From the Assigned Users/Groups drop-down menu, select as all users and/or groups that may start Requests for the child Process. Multiple ProcessMaker users and/or groups may be added, one at a time, to this setting. You may click the Remove icon to remove a selection from the Assigned Users/Groups drop-down menu.
    • Previous Task Assignee: Select Previous Task Assignee to only allow the previous Task assignee in that Request to start Requests for the child Sub Process.
    • By User ID: Select By User ID to select a user based on a Variable Name value as entered into a Screen during a previous Task in that Request may start Requests for the child Sub Process.
      For example, if a Line Input control in a Screen has the Variable Name value of Name, to contain a user's name, then use that value to thereby select that user to start child Sub Process Requests. When this option is selected, the Variable Name of User ID Value setting displays.
      In the Variable Name of User ID Value setting, enter the Variable Name value from which to reference the user who may start child Sub Process Requests.

Vocabularies Panel Settings

Assign ProcessMaker Vocabularies That Validate Request Data from This Element

Assign Vocabularies that validate that Request data complies with a specific JSON schema. This is often mandatory for many types of business sectors including banking and healthcare. Ensure the quality and compliance of Request data. For example, during a Loan Application process, ensure that personal information has been included in the Request to that moment in that in-progress Request. The Vocabularies package must be installed to make this configuration.
Use a Vocabulary on a Sub Process element to validate that Request data complies with the Vocabulary's JSON schema after routing returns from the child Sub Process's Request to the parent Process's Request, but prior to when the Request continues routing for the parent Request. See What is a Vocabulary? for more information.
Each moment ProcessMaker evaluates workflow routing for an in-progress Request, ProcessMaker also evaluates the Request data's conformity to the Vocabularies applied to the Process and/or a specific BPMN 2.0 element in the Process model. The Request's JSON data model must conform to the Vocabulary's JSON schema.
During an in-progress Request, if ProcessMaker evaluates that the Request data no longer complies with all Vocabularies to that moment, the Request status changes from In Progress to Error. The error displays in the Request summary. Vocabularies are cumulative in an in-progress Request: as the Request progresses, if Request data does not conform with any Vocabulary's JSON schema to that moment in the Request, the Request errors.
If no Vocabularies are assigned, ProcessMaker does not validate that Request data complies with a specific JSON schema prior to continuing workflow for that Request.
One or more Vocabularies must be created before assigning a Vocabulary. See Create a New Vocabulary. Multiple Vocabularies can be assigned to a Sub Process element.

ProcessMaker Package Required

The Vocabularies package installed to assign which ProcessMaker Vocabularies validate Request data at a Sub Process element. Use the Vocabularies package to maintain uniform JSON schemas across all assets in your organization. These assets include Processes, Screens, and Scripts.
A Vocabulary is a JSON schema. The JSON schema describes the data objects, types, and structure that you want in both a machine and human readable format. Apply one or more Vocabularies to your Processes and/or specific BPMN 2.0 elements in your Process models to ensure the JSON data model in Request data complies with the data structure outlined in the JSON schema that you need to meet regulatory specifications or ensure Request data contains required information.
Follow these steps to assign Vocabularies that validate Request data from a Sub Process element:
  1. 1.
    Select the Sub Process element from the Process model in which to assign Vocabularies that validate Request data prior to when this element completes. Panels to configure this element display.
  2. 2.
    Expand the Vocabularies panel if it is not presently expanded. The Assigned setting displays.
  3. 3.
    Click the
    icon to add a Vocabulary. The Assign Vocabulary setting displays.
  4. 4.
    From the Select Vocabulary drop-down menu, select a Vocabulary from which to validate Request data complies with its JSON schema.
    If no Vocabularies are configured , then the following message displays: List is empty. Create at least one Vocabulary. See Create a New Vocabulary.
  5. 5.
    Click Save.
  6. 6.
    Repeat Steps 3 through 6 as necessary for each Vocabulary required to validate Request data complies with its JSON schema.
Click the Remove icon
from the Vocabularies setting to remove a Vocabulary from assignment to this element.
After one or more Vocabularies are assigned to a Sub Process element, the Vocabulary icon displays in that element.
Sub Process element with an assigned Vocabulary

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 a Sub Process element:
  1. 1.
    Select the Sub Process 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 Sub Process element's identifier to a unique value from all nodes in the Process model and then press Enter.

Related Topics

Last modified 2mo ago