Cherwell Service Management. Beta Draft. Process Model Designer mapp Beta V0.9. Version 0.9

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1 Version 0.9 December 2016

2 Legal Notices Cherwell Software, LLC 2016 All Rights Reserved. Cherwell Service Management and the Cherwell logo are trademarks or registered trademarks of Cherwell Software, LLC, in the U.S. and may be registered or pending registration in other countries. ITIL is a registered trademark of AXELOS Limited. All other product or company names referenced herein are used for identification purposes only and are or may be trademarks or registered trademarks of their respective owners. The information contained in this documentation is proprietary and confidential. Your use of this information and Cherwell Service Management is subject to the terms and conditions of the applicable End-User License Agreement and/or Nondisclosure Agreement and the proprietary and restricted rights notices included therein. You may print, copy, and use the information contained in this documentation for the internal needs of your user base only. Unless otherwise agreed to by Cherwell and you in writing, you may not otherwise distribute this documentation or the information contained here outside of your organization without obtaining Cherwell s prior written consent for each such distribution. Contact Cherwell Software

3 Contents Contents...4 Using the Process Model Designer mapp...6 Create a Process Model Workflow...6

4 Overview The Process Model Designer mergeable application (mapp) provides a tool that allows you to easily create a Business Object workflow using an interactive and dynamic form in the CSM Desktop Client. In addition to Phases and States (Statuses), you can define multi-page layouts, Approval processes, and Task requirements for one or more States throughout the workflow. The mapp provides an out-of-the-box Process Model that includes a pre-configured Business Object and workflow, but you must configure the mapp to use the functionality with additional Business Objects. How the mapp Works CSM provides the Process Model Designer as a mapp so that you can easily create Process Model workflows using your existing CSM system. Use the Apply mapp wizard to apply the mapp to your development system, where the mapp can then be viewed and published. After evaluating and testing the mapp against the development system, apply it to your production environment. The mapp includes the following items: Item Category Business Object Item Approval Type, ApprovalTypeLinksUserInfo, Process Model, ProcessModelLinksApprovalType, Typical Merge Action 4

5 ProcessModelPhaseJoin, Sample Process Object, State, State Phase Counter Image One-Step Approval, Journal - History, Task, UserInfo Approval Type, Phase Join, SPO ID, State Model Add Approval, Approvals - Add, Approvals - Remove, Publish, Publish 22x22, Remove Approval Clear Field Numerous Don't Change Don't Change Expression Numerous Stored Query Stored Value Theme : Add new item. Overwrite: Replace target item. Merge: Merge differences. All Active Process Models, All Process Models Error Log, Shared Error Values Professional Grey Don't Change Don't Change: Referenced by the mapp, but not altered in any way. The mapp includes the definition for informational purposes only (the definition is not imported into the target system). Steps to Apply the mapp To apply the mapp, perform the following high-level steps: 1. Download the mapp. 2. Apply the mapp using the Apply mapp wizard in CSM Administrator. Steps to Configure the mapp After applying the mapp, perform the following high-level steps to configure the mapp: Note: The Process Model Designer beta mapp does not include configuration procedures. 1. Add State to the target Object 2. Add Phase to the target Object 3. Add Task to the target Object 4. Add Approval to the target Object 5. Add Pagination to the target Object How to Use the mapp in the CSM Desktop Client mapp functionality allows you to: 5

6 Create a Process Model Workflow Using the Process Model Designer mapp Create a Process Model Workflow Use the Process Model record in the CSM Desktop Client to create a Process Model workflow. When you create a workflow, you: Create a Process Model record. Define basic information. Define Phases for the workflow. Define States for the workflow. Create a Process Model Record To create a Process Model record: 1. On the CSM Desktop Client toolbar, click New>New Process Model. A new Process Model record opens. 6

7 Define Basic Information To define basic information for the Process Model workflow: 1. In the Process Model Name field, provide a name. This field is required. 2. In the Related Business Object drop-down, select the Business Object that will use the Process Model workflow. This field is required. Note: The Business Object must be configured to use Process Model functionality. 3. In the Process Model Type field, provide the type (ex: If the target Business Object is Change Request, the Process Model type might be Standard). This field is required. 4. In the Process Owner drop-down, select the name of the Owner if different from the record creator. 5. In the Description field, provide a description. 6. (Optional) Select features for the workflow: Multi-Page Layout: Select the check box to use multiple forms with the workflow. When you select this option, you provide an associated form when defining each State. Target Object Uses Approvals: Select the check box to use Approvals with the workflow. Target Object Uses Tasks: Select the check box to use Tasks with the workflow. 7

8 Define Phases for the Workflow To define Phases for the Process Model workflow: 1. In the Phases section, click the Add Phase button. a. In the Prompt, provide a name for the Phase. b. Click OK. 2. In the Phases section, click the Add Phase button. a. In the Prompt provide a name for the Phase. b. Click OK. New Phases display in the Phases section of the Process Model form, in the Process Visualizer tab of the Form Arrangement, and in the Phases tab of the Form Arrangement. 8

9 3. (Optional) Add additional Phases. 4. (Optional) Delete a Phase: a. In the Phases section, click the Delete a Phase link. 9

10 b. In the prompt, select the Phase that you want to delete. c. Click OK. 5. (Optional) Reorder a Phase: a. In the Phases section, click the Reorder a Phase link. b. In the prompt, select the Phase that you want to reorder. c. In the prompt, provide the step number for the Phase (ex: If you want the Phase to be first, type 1). d. Click OK. 6. (Optional) Insert a new Phase: a. In the Phases section, click the Insert a New Phase link. b. In the prompt, provide the name of the new Phase. c. Click OK. d. In the prompt, provide the step number for the Phase (ex: If you want the Phase to be third, type 3). e. Click OK. Define States for the Workflow To define States for the Process Model workflow: 1. In the States section, click the Open States Tab link to open the States tab in the Form Arrangement. 2. In the toolbar of the Form Arrangement, click the New State button. The State form displays in the Form Arrangement. 10

11 3. In the State Name field, provide a name for the text that will display in the Status bar. This field is required. 4. In the Name to Display When Next field, provide a name for the link that will display in the Status bar to indicate that the State is next. This field is not required for the first State. 5. In the Associated Form Name field, type the name of the form that will be used with the State. The form must match a secondary form name associated with the related Business Object. Note: If you did not select the Multi-Page Layout option when defining the basic information, the field is disabled. 6. In the Associated Phase Name drop-down, select the Phase that will use the State. 7. (Optional) Select the All Tasks Must be Closed to Advance to Next State check box to make Task completion required for the State. 8. In the toolbar of the Form Arrangement, click the New State button. 9. In the State Name field, provide a name for the text that will display in the Status bar. 10. In the Name to Display When Next field, provide a name for the link that will display in the Status bar to indicate that the State is next. 11. In the Associated Form Name field, type the name of the form that will be used with the State. 12. (Optional) Select the All Tasks Must be Closed to Advance to Next State check box to make Tasks completion required for the State. 13. (Optional) Add an Approval to the State: a. In the States section, click the Add Approval to State link. b. In the State Selector, select the State that will use the Approval and then click OK. c. In the Approval Selector, select the Approval that you want to use and then click OK. The Approval displays in the Approval tab of the Form Arrangement. Note: Remove an Approval by clicking the Remove Approval from State link and selecting an Approval. 11

12 New States display in the Process Visualizer tab of the Form Arrangement and in the States tab of the Form Arrangement. Note: You must click the Update Visualizer button in the Process Visualizer tab to view the States associated with the Phases. 14. (Optional) Add additional States. 15. (Optional) Delete a State: a. In the States section, click the Delete a State link. 12

13 b. In the prompt, select the State that you want to delete. c. Click OK. 16. (Optional) Reorder a State: a. In the States section, click the Reorder a State link. b. In the prompt, select the State that you want to reorder. c. In the prompt, provide the step number for the State (ex: If you want the State to be first, type 1). d. Click OK. 17. (Optional) Remove a State from the golden path: Note: When you remove a State from the golden path, you remove it from the typical workflow (ex: Pending). Advancing to this type of State will not change the current Phase or form. a. In the States section, click the Remove State from Golden Path link. b. In the prompt, select the State that you want to remove. c. Click OK. d. In the States tab of the Form Arrangement, click the State the you removed from the golden path. e. In the States section, click the ellipses button next to the Custom Next Action field. f. In the Action Manager, select a One-Step that will run when you click the Next link in the Status bar. g. Click OK. h. Note: Add a State back to the golden path by clicking the Add State Back to Golden Path link and selecting a State. 18. (Optional) Check the Process Model for errors: Note: The Process Model record automatically checks for errors when the record is activated. a. In the States section, click the Check for Errors button. A list of errors display in the Error Checker section. b. Edit the Process Model as needed. 19. Click the Activate Process Model link next to the Process Model Name field to activate and use the workflow. 13