This example uses shapes from the Basic Flowchart stencil
to create the Visio diagram. Most of these shapes are mapped to Process
Designer objects.
The Visio diagram below shows a very simplified
hiring process starting with SubmitApplication.
- SubmitApplication (Process shape) is the start of the process.
- InfoComplete?, Qualified?, and Continue? (Decision
shapes) are decision steps in the process.
- Hire (Process shape) is the last step in this process unless
decisions route the flow to Reject (Terminator shape) which
ends the process.
- The routes between the steps (Dynamic connector shapes) are labelled
Yes or No as appropriate.
- App (Document shape) indicates an attachment (the application
document) at specific steps. Use Line-curve connector shape to associate
the document with each step.
- JobDescr (Data shape) indicates data describing the job
description at the Qualified? step. Use Line-curve connector shape
to associate the data with the step.
- Compare with other applicants (Annotation shape) is a note
added to the Interview step.
- Reject (Terminator shape) indicates a termination of the
hiring process.
Save the diagram in Visio XML format (.vdx) for import into
Process Designer.
In Process Designer, use Visio Import (File
menu) to import the diagram.
On the Mapping Specification page,
click
Display all shapes and change the mapping as follows:
- Line-curve connector - map to Association
- Process / Interview and Hire - map to General step.
- Process / SubmitApplication - map to Start
If errors are detected during the procedure, return to
the Mapping Specification page and check the mapping. For other errors,
check the Visio diagram. The most usual problem is connectors that
are not snapped to the connection points on the shapes.
The
imported process appears as follows in Process Designer, and at this
point, you can successfully Validate the workflow.
In addition to the steps on the workflow map, the data
field (JobDescr) and attachment (App) were created and are selected
parameters for the appropriate steps:
- On the Workflow Properties Data tab, note the JobDescr string
data field. This field is used in the Qualified? step.
- On the Attachment tab, note the App attachment. In this example,
a job applicant would attach his or her job application at the launch
step. The App attachment is used at the SubmitApplication, InfoComplete?,
and Qualified? steps.
The following items remain to complete the workflow definition:
- Assign a participant or queue for each step.
- For each decision (InfoComplete?, Qualified?, and Continue?),
specify a routing condition, such as a user choice.
- In Process Designer Workflow Properties, optionally specify a
more descriptive name for the workflow definition. (The workflow collection
assumes the name of the imported Visio file. The individual process
assumes the name of the page in the Visio diagram.)
- Note that the text annotation is not associated with any step.
Add an association object to associate the text annotation with the
Interview step. You could optionally type the text into the instructions
for the step.