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Defining Modeler Settings

As a BPM Manager, define the design settings for the Modeler to ensure a consistent design of the processes.

The settings are located on the Manage Process Space page, in the Modeler Settings tab; they apply to all new processes.

The Modeler must be reopened to apply the changes.

The following settings are managed:

  • Innovator Processes section

    If you activate this option, Innovator processes can also be edited in the Modeler. If it is deactivated, they can only be edited in Innovator.

  • Global Properties section

    Global properties are fields that you define here for processes, subprocesses, tasks, events, data objects and data stores. In the Modeler, the modelers then fill in these fields for the respective element.

    If the toggle of this section is switched off, the modelers cannot set any global properties in the Modeler. Values already assigned for global properties are retained and are submitted with the draft.

  • Shape Size section

    Here you determine the default size of new task elements in the Modeler. If the option is deactivated, the size cannot be changed in the Modeler.

  • Color section

    This option determines whether the modelers can change the fill color and the text/border color of elements in the Modeler. You do not set default colors here: Bpanda derives the color suggestions in the Modeler from the primary and secondary color that you define on the Individualize tab.

  • Sections for element types

    The options for various element types determine whether these elements and their subelements can be used in the Modeler for new drafts.

    The following are always available as basic element types:

    • Start event
    • End event
    • Exclusive gateway
    • Task
    • Call activity
    • Sequence flow

    The following element types are managed optionally:

    • Additional element types
    • Gateway types
    • Task types
    • Event definition types
    • Marker types
    • Sequence flow types
  • Validation Settings section

    Here you define whether certain deviations from the BPMN notation are not displayed in the Modeler, or are displayed as a Warning or as an Error.

    Regardless of these deviations, drafts can always be submitted as a process revision.

See also: Creating Process Drafts

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