Creating a Happy Path

As Process Designer, you can create the standard flow of a process as a Happy Path. Bpanda automatically creates the appropriate process diagram.

Prerequisites

You are assigned as Process Designer in the process space.

You have given the process draft a name and description.

Context

A Happy Path starts with creating an actual flow. A Happy Path is an easy and fast way to display the standard flow as a simple table. A process diagram is created at the same time; you can add to this in the Modeler at a later stage.

The Happy Path editor contains the following user areas:

The toolbar contains general draft functions. Hovering the mouse pointer over an icon shows the function.

 New Draft

 Open Draft

 Save Draft

 Delete Draft

 Export Diagram

 Translate to Other Language

 Print draft

Prerequisite:
Participants can only be added once the process draft has been saved.
Participants can only be added if they have modeling rights.
Only one participant can work on a draft at any one time. Two or more participants cannot work on a draft at the same time.

The expandable Descriptions area contains the description of the process and formatting icons.

Only the existing description is hidden.

You can assign tasks to various lanes in the Happy Path.

The table consists of three columns.

  • Task

    The entry under Task is shown as a task name in the diagram created at the same time. You should always use an activity as a task name.

  • Description

    Describes the activity in more detail.

  • Responsibility (Lane)

    A lane represents responsibilities within a process, e.g. which roles or systems are used.

    An entry creates a lane in the diagram. Lanes with the same name are merged into one lane.

Each process in the Happy Path editor has one start event and one end event. The start event is always in the first row of the table. The end event is always in the last row of the table.

You can assign a new task using the Add Task Above and Add Task Below commands and delete a task with Delete Task in the  menu. You cannot move or delete start and end events.

You can also insert a table of up to three columns from Microsoft Word or Excel using the clipboard.

A process diagram for the Happy Path is also automatically created at the same time as the entries in the table.

Your process draft will not be visible to others until you submit it. You can therefore edit and save it as much as you want before adding it.

How to proceed

  1. Once you have named, edited and saved a process draft as a process sketch, then click on the draft under Drafts.

    The record mask for a process draft appears in the Happy Path section.

  2. If the record mask is still open for a new draft, then click on Use the 'Happy Path' first.

    The Happy Path section appears.

  3. To create a task, click on or use the menu.

    A task row is added and the default name appears.

  4. Enter the task's name in the input field under Task.

    The name appears in the diagram.

  5. Enter the task's description in the input field under Description.

  6. To assign a task to a lane, enter the owner's name in the input field under Responsibility (Lane).

    The task is assigned to the lane in the diagram.

  7. To change the order of a task, move it with the mouse or with [Alt]+[Umschalt]+[Nach oben] or [Alt]+[Umschalt]+[Nach unten].

    The task is moved. You cannot move start and end events.

  8. To save the Happy Path and respective diagram, click on  Save Draft.

    The process draft is saved with the name you entered. A confirmation message appears.

  9. To add the process draft to the process space, click on Submit.

    The Submit as Process Revision dialog appears.

    The draft is saved to the process space with the name you entered.