ProcessMaker API Documentation
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Optimize Your Process

Optimize workflow in your Process model by visually evaluating its workflow through its Sequence Flow elements without assigning Task recipients.

Overview

Use the Process Optimization package to validate how your Process model routes through its Sequence Flow elements. The Process Optimization package extends basic BPMN 2.0 validation to validate whether all workflows routes are viable, including connectors that do not apply to BPMN 2.0 validation.

The Process Optimization package integrates into Process Modeler to visually validate the workflow in your Process model. Use visual validation to evaluate if workflow can potentially complete routing through all elements and/or connectors in your Process model. The Process Optimization package has the following features:

  • Click the Check Flow button in the bottom bar of Process Modeler to automatically view how workflow routes in your Process model. Process Modeler validates workflow throughout your Process model, and then displays each possible workflow route results in separate sections. Process Modeler validates workflow based on the default Sequence Flow elements and/or conditions set to those Sequence Flow elements throughout the Process model.

  • Tasks need not be assigned to users/groups nor Sequence Flow elements configured with routing conditions.

  • Each possible workflow is color-coded to indicate the following about each workflow route:

    • Green: Green-colored sections indicate that this workflow can complete as designed.

    • Yellow: Yellow-colored sections indicate that this workflow contains elements and/or connectors that are not triggered by that workflow's route. Workflow may not trigger any End Event type element to complete a simulated Request.

    • Red: Red-colored sections indicate that this workflow contains elements and/or connectors that are never triggered.

Evaluate how workflow routes through a Process model

Validate Process Workflow

ProcessMaker Package Required

The Process Optimization package must be installed to visually validate the workflow in your Process model.

Permissions Required

Your user account or group membership must have the following permissions to validate workflow 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.

Follow these steps to validate workflow routes through a Process model:

  1. View your Processes. The Processes page displays.

  2. Create a new Process or click the Open Modeler iconto edit the selected Process model. Process Modeler displays.

  3. Click the Check Flow button in the bottom bar. Process Modeler automatically evaluates how workflow routes in your Process model, and then displays each possible workflow route results in separate sections that are color-coded to indicate the following about each workflow route:

    • Green: Green-colored sections indicate that this workflow can complete as designed.

    • Yellow: Yellow-colored sections indicate that this workflow contains elements and/or connectors that are not triggered by that workflow's route. Workflow may not trigger any End Event type element to complete a simulated Request.

    • Red: Red-colored sections indicate that this workflow contains elements and/or connectors that are never triggered.

  4. Do any of the following:

    • Click the Show Workflow buttonin a section to view the routing for that workflow. Process Modeler animates that workflow's route by highlighting each element/connector during that workflow in routing order. Color-coding of each highlighted element/connector in that workflow matches that of its section. That section expands if it is not already expanded. Red-colored sections do not contain a Show Workflow button because their workflows cannot complete routing.

    • Click the Expand buttonor Collapse buttonin each section to expand or collapse that section, respectively.

    • Hover over each node ID in an expanded section to see that element/connector highlighted in your Process model.

  5. Click the Check Flow button again to hide the visual validation results.

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