Sunday, January 1, 2017

Standard shapes in a flow

You can add standard shapes to a flow diagram in Process Modeler. By understanding the different functionality that is provided by each shape, you can define a sequence of events in a flow that accurately models a business processes in your application.
The following table describes the standard shapes for flow diagrams.

Name

Description

Icon

Annotation
Adds notes or comments to the flow without affecting how the flowruns.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzannotationicon.png
Assignment
Creates a task in a workbasket or worklist so that a user can provide input to the flow.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzassignmenticon.png
Decision
Evaluates an expression or calls a rule, such as a decision tree, to determine which step is next in the flow progression.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzdecisionicon.png
End
Designates the end of flow processing.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzendicon.png
Start
Designates the start of flow processing.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzstarticon.png
Subprocess
Calls another flow from the current flow.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzsubprocessicon.png
Utility
Runs an activity to perform processing that does not require user input.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzutilityicon.png

Advanced shapes in a flow

You can add advanced shapes to a flow diagram in Process Modeler. By understanding the different functionality that is provided by each shape, you can define a sequence of events in a flow that accurately models a business processes in your application.
The following table describes the advanced shapes for flow diagrams.

Name

Description

Icon

Assignment Service
Synchronously connects your application to an external system to send or receive data and waits for a response before moving to the next step in the flow.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzassignmentserviceicon.png
Integrator
Asynchronously connects your application to an external system to send or receive data and does not wait for a response before moving to the next step in the flow.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzintegratoricon.png
Swimlane
Identifies a group of shapes that are associated with the same organizational unit.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzswimlaneicon.png
Split For Each
Performs the same operation for each item in a list.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzsplitforeachicon.png
Split Join
Sends the case to two or more other flows, both of which must finish before the current flow resumes.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzsplitjoinicon.png
Wait
Pauses the flow for a specified period of time or until a dependency is fulfilled.
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pzwaiticon.png

Smart shapes in a flow

You can add smart shapes to a flow diagram or process in a stage. By using shapes that are already configured, you can build flows faster. Smart shapes are supported in Process Modeler and Case Designer.
The following table describes the smart shapes for flow diagrams and processes.

Name

Description

Shape type

Icon

Attach Content
Attaches a file, URL, or note to a case.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pyattachcontentapiicon.png

Approval
Routes a case to one or more reviewers, based on a user name, reporting structure, or authority matrix.
Subprocess
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pycascadingapprovalsapiicon.png
Change Stage
Moves the case to a different stage in the life cycle.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pychangestageapiicon.png
Create Case
Creates a top-level case or one or more child cases.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pycreatecaseapiicon.png
Create PDF
Creates a PDF file from a specified section and attaches it to the case.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pycreatepdfapiicon.png
Duplicate Search
Returns a list of cases that match the search criteria that are defined in the case type.
Subprocess
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pyduplicatesearchapiicon.png
Persist Case
Converts a temporary case to a permanent object in the database.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pypersistcaseapiicon.png
Post to Pulse
Creates a message that is sent to the Pulse social stream.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pypostsocialapiicon.png
Push Notification
Sends a notification to an iOS or Android mobile device to indicate that an action is required by the user.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pypushnotificationapiicon.png
Send Email
Sends an email to one or more work parties.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pysendemailapiicon.png
Send via DocuSign
Sends documents for electronic signatures by using the DocuSign service.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pysendviadocusignapiicon.png
Update a Case
Updates the case or all child cases and descendants.
Utility
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/sharedv7/prm-icons/pyupdatecaseapiicon.png
Question
Asks the user to answer a simple question, based on the format that you provide. This shape is only available when Pega Survey is installed.
Subprocess
https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/Resources/Images/api-question-icon.png




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