Process Documentation & Reports

Re: Process Documentation/Template Question

Support/Info — Thu, 16 May 2013 12:29:59 +0200

Hi, Unfortunately it is currently not possible to document sheet by sheet. However, you can document by process level, which will probably result in what you are looking for (since usually each sheet corresponds to a process level). You can use a pattern similar to this: %%PATTERN; type=activity;outlinelevel=1;recursive=false;hierarchical=true;elementfilter=Task%% What is important is, it must be an activity pattern (do not let the name irritate you, you can filter by any element, not just activities) and the two attributes recursive=false and hierarchical=true must be set like this. This pattern will insert a screenshot of the process level (the sheet) followed by the documentation of the elements therein. Hopefully this is what you have been looking for. Regards, itp

Re: Process Documentation/Template Question

ghobbs003 — Wed, 15 May 2013 17:56:02 +0200

Hi, Any response to this question? I have precisely the same need.

Creating reports in BPMN2.0 diagrams

AJD — Fri, 10 Sep 2010 00:26:39 +0200

I am trying to create reports (in this case information requirements) from my diagrams. In this particular instance, some of my information requirements are tied to events (messages and signals), rather than tasks. I am using VBA in Visio to understand these dependencies (find the event, find which task it comes from, goes to etc). However, I can't determine the type of event in VBA. I can identify the master (yes, it is an event, or yes it is a task/sub-process, or yes, it is a pool). But I cannot identify the detail (e.g. if it is an event, is it a message, signal, complex etc?) How can I find this information programmatically in VBA? Thanks, Alan

HTML export

kabieder — Fri, 04 Dec 2009 14:33:39 +0100

Hi, according to the help context it is possible to hide specific attributes for certain reasons. If I do so, the user defined view changes, so far so good. But unfortunately the tool doesn't consider these settings in the html export. There he shows all attributes, even they're deactivated. When I select the "propagate attribute" function the tool includes all attributes in the report. Is there any possibility to export only those attributes, that should be visible? Thanks in advance, Kathleen

Re: Titel Block

MarcoS — Thu, 24 Sep 2009 14:59:37 +0200

Hi together, I would change the status in the titleblock, but i cant find it in the menu. Can anybody help me? Many Thanks BR Marco

Re: Process Documentation/Template Question

LSBerlin — Wed, 19 Aug 2009 17:32:21 +0200

Has there been an answer to this posting? I am also looking for a way to document my diagrams sheet by sheet. At the moment I would be happy if I could simply call the generic list pattern and display details for all the elements on any given sheet / for all sheets, with a graphic of each sheet shown first. FYI, I am currently using Process Modeler 5.

Documenting the "Process" tab

AJD — Wed, 18 Feb 2009 00:01:19 +0100

In PM v 5, there is a tab that relates to the "process" as well as the "diagram". Is it possible to access the contents of this tab for documentation process? (e.g. %%Bpmn.Process.Name%%) And can this be done at the Template, rather than doclet, level?

Listing Gates and Inputs/Outputs

AJD — Tue, 17 Feb 2009 02:21:24 +0100

I am having difficulty in providing information in a simple list. As an example, I am trying to list the gates associated with the gateways in my diagram. I have placed the appropriate pattern in the template, which is working as expected, but not all the information I want is being extracted by the doclet. I have tried various combinations of %%Bpmn.Gateway.Gate.*%%, %%Bpmn.Gateway.Gates.*%%, but cannot find the one I want. The other issue, very similar, is trying to list (in a neatly formatted way) the data objects associated with InputSets And OutputSets (sub-element of tasks).

Re: System Defined Attributes in documentation report

Support/Info — Tue, 07 Oct 2008 16:48:45 +0200

Hi there, You can print out the system defined attributes in your process documentation using the following parameter e.g.: %%System.*.KPIDuration%% %%System.*.KPICost%% Hope this helps. Regards, itp commerce Support

System Defined Attributes in documentation report

ptechnologies sl — Wed, 01 Oct 2008 17:16:00 +0200

Would like me know if the attributes that define the system that is the information on the KPI, can be reflected in some way in the documentation of the process. I have been reviewing the parameters of aid and none are allowing this option. The only option I can see is the creation of these attributes in the attributes created by the user, so if they appear in the report, but the format for the duration of KPI is not the best. Can you tell me how it may appear that this information in the document generanadola from the information recorded in the attributes of the system and not the way that I created. Thank you

save back a document to repository

jscatdvz — Wed, 13 Aug 2008 11:22:15 +0200

Hello, I wwould like to save back my document (generated by PM and saved im TR) to the repository, but an error raise everytime. I can only save it to local HDD and copy it to the repository. Is it a known bug? cu, Jana

Activity patten reporting, activity lane.

beuy — Fri, 06 Jun 2008 01:56:32 +0200

Good day, I would like to know how I can create a doclet that will report on the activity pattern, which will report only the name of the lane. %%BPMN.*.Lanes%% will create a table which lists the lane ID, lane name, and some other information, however the only information I want to report is the lane name (role). I have tried %%BPMN.*.LaneParent%% however it does not return any results. Any help regrading this topic would be greatly appreciated and I thank you for your time.

Re: Deleting the title block

mickey — Wed, 07 May 2008 09:08:43 +0200

hi there but u can delete the title block by selecting the title block and choose the title block ...,then from pop up menu you can choose delete option when the dialog box appears

Re: Titel Block

Support/Info — Tue, 06 May 2008 12:35:19 +0200

Hallo. We are working on the title block extension so the users can better customise the title block. It should be integrated in the upcoming releases. Regards Support

Re: Deleting the title block

Support/Info — Tue, 06 May 2008 12:31:50 +0200

Hi. Unfortunately no. We have noted this issue for the next release. Regards Support

Deleting the title block

gunjan.patel@amentra.com — Wed, 23 Apr 2008 18:07:36 +0200

Is there a way I can delete the title block so that it doesnt appear everytime I create a new BPMN Diagram?

Process Documentation/Template Question

gunjan.patel@amentra.com — Wed, 23 Apr 2008 15:40:15 +0200

I am trying to create my own template using the outlined guidance that comes with Process Modeler 5. I am having trouble to get the generation to iterate throughout my sheets in the vsd. So essentially, The BPMN diagram I have has 10 sheets. Sheets 2 - 8 are sub-processes of their parents which are in sheet 1. Sheets 9 and 10 are sub-processes of their parents which are in sheet 5. I want it to generate as follows: . . . To accomplish this right now, I am doing the following within the template: %%PATTERN;type=graphics;sheets=1;ignoretitleblock=true%% %%PATTERN;type=graphics;sheets=2;ignoretitleblock=true%% . . . %%PATTERN;type=graphics;sheets=10;ignoretitleblock=true%% This works fine and well right now, however there are a couple areas of concern. Fore one, if the number of sheets changes, I have to go into the template and add another block for that sheet. Also, the attributes that I am looking for (Lane(s), Documentation, I/O, etc) are not being pulled from the vsd but just reside in the template. Essentially, can you tell me how I can iterate throughout my sheets without having to have a block for each one? Also, can you tell me how to pull the attributes (for each corresponding sheet) I am looking for in template notation so I dont have to "hard-code" them?

Titel Block

Kaareped — Tue, 22 Apr 2008 05:57:45 +0200

I would like to customize the titel block further than just changing the logo. Is it possible to automatically loading other attributes than those which by default is loaded? best regards Kaare Pedersen

Re: Generating Word Document - Case closes

g010093 — Thu, 07 Feb 2008 10:43:14 +0100

Final update: I had to format my harddrive, and after reinstall - everything seems to work fine. Probably corrupt files somewhere. Kr. Jan

Re: Generating Word Document

g010093 — Thu, 31 Jan 2008 13:25:18 +0100

Additional info to last mail: Already related documents (word) to tasks will not open on "Edit" execution. When clicking on Edit-button on the related doc - nothing happens (no warning either). A Word-session is however started looking into Task Manager, but Word is not triggered. I have to kill word through task manager. (Word is working fine though, started manually) Also: some weeks ago I created a new root-folder for my BPMs, meaning that I just added one new folder on top of the file/folder hiearchy for my bpms and related docs. Can this be related to my experienced problems? I did only put a new folder between network-root and my BPM root. In my head this should be no problem, but I may be forgetting something here... jan

Re: Generating Word Document

g010093 — Thu, 31 Jan 2008 10:04:57 +0100

Hi again. Reinstall didn't work. I tried first a "Repair" installation, and when that didn't work - I uninstalled and installed PM5 again. I can see that PM5 keep customized options after installation. Do I manually have to delete more (registry entries, dll's, or...?) than the uninstall command is performing before re-install, or should the uninstall command be enough? Anyway: still same errors. /Jan

Re: Generating Word Document

Support/Info — Wed, 30 Jan 2008 16:16:56 +0100

Jan, You probably need to reinstall Process Modeler, since there have been changes with the Office installation. Regards, itp commerce Support

Re: Generating Word Document

g010093 — Wed, 30 Jan 2008 16:12:54 +0100

Using the same version now as when I created the doc-relations earlier: PM 5 Prof. for MS Visio 5.1386.8497 with .NET framework 2.0.50727.832 MS Visio Prof. 2003 SP1 (11.4301.6360) MS Word 2003 SP1 (11.6359.6360) There has been some MS Updates (automatically in my company) after I related docs last time, but I don't know if this has anything to do with this. Kr. Jan

Re: Generating Word Document

Support/Info — Wed, 30 Jan 2008 15:50:54 +0100

Hi Jan, Could you please send us some more information about your installation? Which version of Process Modeler/Word is installed? You said you made doc-relations before, was that with the same version of Process Modeler/Word? Regards, itp commerce Support

Re: Generating Word Document

g010093 — Wed, 30 Jan 2008 14:32:26 +0100

Old subject, but I have this problem in PM 5. Additionally; trying to relate a new document to a task says: "Error" with following explanation: "Microsoft Word is currently not installed. Please install it first." I do have MS Word, and I have made doc-relations before. Can it be a recent MS update/fix that causes this problem? kr jan

Re: Generating Word Document

Support/Info — Fri, 22 Dec 2006 14:20:09 +0100

Yes, it could be that .Net Fx will cause such errors. Please try to use .Net Fx. 1.1. Further it's recommended to use Process Modeler4 SR4 (available 22nd of December). If the error will resists please upload the diagram which will force this error.

Generating Word Document

david.wagner@integritymgmt.ca — Thu, 14 Dec 2006 01:08:28 +0100

When I attempt to create a Word document from the Process menu I get the following error: Unable to cast COM object of type 'Interop.Word.ApplicationClass' to interface type 'Interop.Word._Application'. I am evaluating Process Modeler 4 SR3 on a Windows XP Pro desktop SP 2. I am running .NET 2.0 and it did mention it was not recommended. Do you think this would be the cause of the problem? Thanks!

Re: Gateway Documentation

Support/Info — Thu, 30 Nov 2006 20:35:02 +0100

What you have to do: Choose or develop an appropriate process documentation template (.DOT file). Then change the doclet for the gateway. If you use the default documentation environment you can change the doclet �gtw_g001.rtf� under the installation directory. We recommend to copy this file and rebind it via Options-Dialog --> documentation to the appropriate traversal pattern [Generic, Activity< etc.]. The content of the new doclet could then show like this%%Bpmn.*.Graphics%% | %%System.*.number%% | %%Bpmn.*.Name%% | %%Bpmn.*.ElementType%% | %%Bpmn.Gateway.Documentation%% Did you know that the "How to create process documentation" will also be described in the default template (default.dot) of Process Modeler? Best regards

Re: Gateway Documentation

eroy — Wed, 29 Nov 2006 16:49:25 +0100

For now, how would I change the existing template to include gateways?

Re: Gateway Documentation

Support/Info — Wed, 29 Nov 2006 11:35:41 +0100

Are you using the default Process Documentation template when creating the Documentation? In the default Process Documentation template, the Gateways are currently not documented (only FlowObjects (without Gateways), Pools and Lanes). If you would like to include the Gateways, you have to change the Process Documentation template or create a new template. Regards, itp commerce ltd.