Difference between revisions of "QPR BusinessPortal Processes View"

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<div style="display: flex;flex-wrap: wrap;">
 
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#FFFFFF;margin:10px 0px 0px 10px;">
 
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#FFFFFF;margin:10px 0px 0px 10px;">
== Processes Main Page ==
+
== Process Map View ==
 
This is a starting point in exploring process content. This page presents process content in two alternative views: the '''Card View''' and the '''Diagram View'''. In the Card View, processes are shown as cards, whereas the Diagram View shows the process content exactly as it has been modeled in the modeling tool (QPR ProcessDesigner or QPR EnterpriseArchitect).  
 
This is a starting point in exploring process content. This page presents process content in two alternative views: the '''Card View''' and the '''Diagram View'''. In the Card View, processes are shown as cards, whereas the Diagram View shows the process content exactly as it has been modeled in the modeling tool (QPR ProcessDesigner or QPR EnterpriseArchitect).  
  
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All processes can be published from the top of the process hierarchy, or starting from a specific lower-level branch.<br>  
 
All processes can be published from the top of the process hierarchy, or starting from a specific lower-level branch.<br>  
[[File:BPProcessesMainPage.png|500px|border|QPR BusinessPortal Processes Main Page]]<syntaxhighlight lang="text">
+
[[File:BPProcessesMainPage.png|500px|border|QPR BusinessPortal Processes Main Page]]
Modeling client settings:
 
Grouping elements are element, for which the behavior "Group element" is ticked.
 
The elements within the grouping elements must have "Can belong to a group" ticked.
 
Grouping elements can be within grouping elements, if both "Grouping element" and "Can belong to a group" are ticked.
 
  
</syntaxhighlight>You can drill down to a lower process level by clicking on a process card or by navigating to a lower level using the process hierarchy in the left-hand side. You can also see the process details by clicking '''See Details''', or by switching to the '''Diagram View'''.
 
  
==== Modeling client settings ====
+
You can drill down to a lower process level by clicking on a process card or by navigating to a lower level using the process hierarchy ('''Sider''') on the left-hand side. You can also see the process details by clicking '''See Details''', or switch to the '''Diagram View'''.
 
+
<syntaxhighlight lang="text">
* Grouping elements are elements, for which the behavior "Group element" is ticked.
+
Modeling tool settings:
* The elements within the grouping elements must have "Can belong to a group" ticked.
+
Grouping elements are elements for which the behavior "Group element" is ticked.
* Grouping elements can be nested within grouping elements, if both "Grouping element" and "Can belong to a group" are ticked.
+
The elements nested within the grouping elements must have the "Can belong to a group" behavior ticked.
 +
Grouping elements can be nested within grouping elements if both "Grouping element" and "Can belong to a group" are ticked.<br>
 +
All elements that have the diagram behavior ticked also show in the diagram / process hierarchy
 +
</syntaxhighlight>
 
</div>
 
</div>
 
</div>
 
</div>
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== Card View ==
 
== Card View ==
The Card View visualizes the processes modeled in QPR EnterpriseArchitect / ProcessDesigner as cards. A card shows the name of the process and its description. Also, a link to See Details is provided.
+
The Card View visualizes the processes modeled in QPR ProcessDesigner / QPR EnterpriseArchitect as cards. A card shows the name of the process and its description.
  
Cards can be clicked to expand lower-level processes or to view details about the selected process step by clicking '''See Details'''.
+
The cards on any given level can be browsed sideways by using the black carousel arrows.  
  
If the lowest hierarchical level does not contain hierarchical elements, the activities are visualized as an activity table instead of card components.
+
By clicking a card, lower-level process content becomes visible. Process details can be viewed by clicking '''See Details'''.
  
If a process does not contain any lower-level elements (or if there are connectors only) the card is displayed in greyscale and cannot be clicked.  
+
If a process level does not contain diagram elements, contents are visualized in a '''Process Flowchart Table''' instead of card components.
  
Each process level is separated by a divider that states the number of the process level and in parentheses how many processes belong to it. The process level can be closed by clicking on the divider’s '''X icon'''.  
+
If a process does not contain any modeling elements (or if there are connectors only), it cannot be clicked. This is indicated to users by showing the card in greyscale.
 +
 
 +
Since the Card View displays many process levels at once, each process level is separated by a divider that states the number of the process level and in parentheses, how many processes are on the given level. The process level can be closed by clicking on the divider's '''X icon'''.
 +
 
 +
[[File:Card view.png|alt=Card view|thumb|none|Card view]]
 +
<syntaxhighlight lang="text">
 +
Modeling tool settings:
 +
Diagram elements are shown as cards.
 +
Diagram elements refer to elements that have the diagram behavior ticked.
 +
Please note, that diagram elements are also shown in the diagram/process hierarchy.
 +
</syntaxhighlight>Please note that if there are process levels with both diagram elements and elements without diagram behavior, QPR BusinessPortal will only publish diagram elements. Support for such mixed process levels will be developed later.
 
</div>
 
</div>
  
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== Diagram View ==
 
== Diagram View ==
The Diagram View simply shows the diagram view of the selected process. Clicking on a hierarchical element drills down to a lower process level – the view contents and URL update accordingly. You can scroll up to see the higher-level process level(s).  
+
The Diagram View simply shows the diagram view of the selected process. Clicking on a diagram element drills down to show the diagram view of the selected element – the view contents and URL update accordingly. You can scroll up to see the higher-level process level(s).
 +
 
 +
Since the Diagram View displays many process levels at once, each process level is separated by a divider that states the number of the process level and the name of the process. Scrolling up unveils higher-level process diagrams. The process level can be closed by clicking on the divider’s '''X icon'''.
 +
 
 +
If a diagram element does not contain any elements (or if there are connectors only), it cannot be clicked. This is indicated to the user by the mouse pointer remaining an arrow (instead of turning into a hand).
  
Each process level is separated by a divider that states the name of the parent process that you are viewing. The process level can be closed by clicking on the divider’s '''X icon'''.
+
The diagram contents and layout come from QPR's modeling tools and are displayed exactly as modeled in QPR ProcessDesiner / QPR EnterpriseArchitect. If the layout or contents of the diagram need to be changed, the changes need to be made in the modeling tool.
  
If a hierarchical process element does not contain any lower-level elements (or if there are connectors only), this is indicated by the mouse pointer remaining an arrow (instead of turning into a hand).
+
[[File:Diagram view.png|alt=Diagram view|thumb|none|Diagram view]]
 +
<syntaxhighlight lang="text">
 +
Modeling tool settings:
 +
Diagram elements refer to elements that have the diagram behavior ticked.
 +
</syntaxhighlight>
 +
</div>
  
The diagram contents and layout are coming from the MEA WebService. If the layout or contents of the diagram need to be changed, this needs to be done in the modeling software.
 
 
</div>
 
</div>
  
 +
<div style="display: flex;flex-wrap: wrap;">
 +
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#FFFFFF;margin:10px 0px 0px 10px;">
 +
 +
=== Process Flowchart Table ===
 +
The Process Flowchart Table shows the contents of the lowest process level. Default columns are Role, Process Steps, Process Step Type, and Documents. Each column header features a small arrow, which can be clicked to sort the contents of the column in ascending or descending order.
 +
 +
The Process Flowchart Table is shown in the '''Card View''' and the '''Details View'''.
 +
<syntaxhighlight lang="text">
 +
Modeling tool settings:
 +
When a process level does not have any elements with diagram behavior (it is the lowest process level), contents are shown in the process flowchart table.
 +
Only process step type elements are shown in the table (system types and element types are excluded).
 +
Role refers to swimlanes and Documents refer to information items.
 +
</syntaxhighlight>
 +
</div>
 
</div>
 
</div>
 +
 
<div style="display: flex;flex-wrap: wrap;">
 
<div style="display: flex;flex-wrap: wrap;">
 
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#FFFFFF;margin:10px 0px 0px 10px;">
 
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#FFFFFF;margin:10px 0px 0px 10px;">
=== Details Dialog ===
+
 
To see the process details, click the '''See Details''' link on the process card. The Details dialog shows the name of the process, its description, selected attributes, the Inputs and Outputs graphic, and a table of lower-level processes. The Details dialog can be closed either by clicking outside the dialog or by clicking the close button at the bottom of the overlay.
+
=== Details View ===
 +
To see process details, click '''See Details''' on the process card. The Details View shows the name of the process, its description, selected default attributes (Owner and Documents), the "Inputs and Outputs" graph, and lower-level process information in table(s). If the process in question contains both diagram elements (e.g., Business Processes in ODM, Sub-Processes in BPMN) and non-diagram elements (e.g., Activities in ODM, Tasks in BPMN), they are shown in separate tables.
 +
 
 +
The Details View can be closed either by clicking outside the view box or by clicking the close button at the top right corner of the view box or at the the bottom.
 +
 
 +
<syntaxhighlight lang="text">
 +
Modeling tool settings:
 +
Diagram elements refer to elements that have the diagram behavior ticked. These types of elements are usually used at the top and intermediate process levels.
 +
Elements that do not have the diagram behavior ticked are usually used at the lowest process level.
 +
Documents refer to Information Items.
 +
</syntaxhighlight>
 
</div>
 
</div>
 
</div>
 
</div>
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== Sider ==
 
== Sider ==
 
<div style="display: flex;flex-wrap: wrap;">
 
<div style="display: flex;flex-wrap: wrap;">
The Sider on the left side of the screen shows the tree hierarchy of processes that are modeled in QPR EnterpriseArchitect / ProcessDesigner.
+
The Sider on the left side of the screen shows the process hierarchy. It is automatically generated with diagram elements, same as in QPR ProcessDesigner / QPR EnterpriseArchitect.
 
</div>
 
</div>
 
<div style="display: flex;flex-wrap: wrap;">
 
<div style="display: flex;flex-wrap: wrap;">
 
[[File:BPSider.png|250px|border|right|QPR BusinessPortal Sider]]<br>
 
[[File:BPSider.png|250px|border|right|QPR BusinessPortal Sider]]<br>
You can expand and collapse the hierarchy by clicking the small arrows. Clicking a process level on the hierarchy will select that process level and update the Card / Diagram view to show the contents of that process. The currently selected process level and path are highlighted in the process hierarchy shown on the Sider.
+
You can expand the hierarchy by clicking the small arrows. Clicking on a process on the hierarchy will select that process and update the '''Card View''' and '''Diagram View''' to show the contents of that process. Selected process and path are highlighted in the process hierarchy.
</div>
+
 
<div style="display: flex;flex-wrap: wrap;">
+
The search feature is activated by clicking the magnifying glass at the top of the sider. By typing in a word in the search field, the search looks for all processes with that word.
The Sider can be resized, hidden, and shown using the small tab handle on the right edge of the Sider.
+
The Sider can be horizontally resized, collapsed, and expanded using the small tab on the right of the Sider.<syntaxhighlight lang="text">
</div>
+
Modeling tool settings:
 +
The sider is automatically generated of elements that have the diagram behavior ticked.
 +
</syntaxhighlight></div>
 
</div>
 
</div>
  
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== Page Header ==
 
== Page Header ==
The Page Header shown on the top part of the view displays basic information about the selected process on top level of the process hierarchy.<br>
+
The Page Header shown at the top of the Card / Diagram view displays statistics about the selected process branch - how many processes belong to the branch, on how many levels, and how many unique roles are featured.<br>
 
[[File:BPPageHeader.png|500px|border|Processes View Page Header]]<br>
 
[[File:BPPageHeader.png|500px|border|Processes View Page Header]]<br>
The Page Header also contains buttons to switch between the Card View and the Diagram View.  
+
The Page Header also contains buttons to switch between the '''Card View''' and the '''Diagram View'''.  
</div>
+
<syntaxhighlight lang="text">
 +
Modeling tool settings:
 +
The processes statistic counts diagram elements, as these are usually used for higher-level processes. Lower-level process flow elements (non-diagram elements) are left out.
 +
Levels counts the maximum number of process levels that the process branch features.
 +
Roles counts the number of unique roles (swimlanes) present in all of the processes present in the branch.
 +
</syntaxhighlight></div>
 
</div>
 
</div>
  

Latest revision as of 07:38, 22 September 2023

Process Map View

This is a starting point in exploring process content. This page presents process content in two alternative views: the Card View and the Diagram View. In the Card View, processes are shown as cards, whereas the Diagram View shows the process content exactly as it has been modeled in the modeling tool (QPR ProcessDesigner or QPR EnterpriseArchitect).

Processes on the top level are often classified within some grouping elements. If this is the case, the view shows the process cards and the name of their grouping element.

All processes can be published from the top of the process hierarchy, or starting from a specific lower-level branch.
QPR BusinessPortal Processes Main Page


You can drill down to a lower process level by clicking on a process card or by navigating to a lower level using the process hierarchy (Sider) on the left-hand side. You can also see the process details by clicking See Details, or switch to the Diagram View.

Modeling tool settings:
Grouping elements are elements for which the behavior "Group element" is ticked.
The elements nested within the grouping elements must have the "Can belong to a group" behavior ticked.
Grouping elements can be nested within grouping elements if both "Grouping element" and "Can belong to a group" are ticked.<br>
All elements that have the diagram behavior ticked also show in the diagram / process hierarchy

Card View

The Card View visualizes the processes modeled in QPR ProcessDesigner / QPR EnterpriseArchitect as cards. A card shows the name of the process and its description.

The cards on any given level can be browsed sideways by using the black carousel arrows.

By clicking a card, lower-level process content becomes visible. Process details can be viewed by clicking See Details.

If a process level does not contain diagram elements, contents are visualized in a Process Flowchart Table instead of card components.

If a process does not contain any modeling elements (or if there are connectors only), it cannot be clicked. This is indicated to users by showing the card in greyscale.

Since the Card View displays many process levels at once, each process level is separated by a divider that states the number of the process level and in parentheses, how many processes are on the given level. The process level can be closed by clicking on the divider's X icon.

Card view
Card view
Modeling tool settings:
Diagram elements are shown as cards.
Diagram elements refer to elements that have the diagram behavior ticked.
Please note, that diagram elements are also shown in the diagram/process hierarchy.
Please note that if there are process levels with both diagram elements and elements without diagram behavior, QPR BusinessPortal will only publish diagram elements. Support for such mixed process levels will be developed later.

Diagram View

The Diagram View simply shows the diagram view of the selected process. Clicking on a diagram element drills down to show the diagram view of the selected element – the view contents and URL update accordingly. You can scroll up to see the higher-level process level(s).

Since the Diagram View displays many process levels at once, each process level is separated by a divider that states the number of the process level and the name of the process. Scrolling up unveils higher-level process diagrams. The process level can be closed by clicking on the divider’s X icon.

If a diagram element does not contain any elements (or if there are connectors only), it cannot be clicked. This is indicated to the user by the mouse pointer remaining an arrow (instead of turning into a hand).

The diagram contents and layout come from QPR's modeling tools and are displayed exactly as modeled in QPR ProcessDesiner / QPR EnterpriseArchitect. If the layout or contents of the diagram need to be changed, the changes need to be made in the modeling tool.

Diagram view
Diagram view
Modeling tool settings:
Diagram elements refer to elements that have the diagram behavior ticked.

Process Flowchart Table

The Process Flowchart Table shows the contents of the lowest process level. Default columns are Role, Process Steps, Process Step Type, and Documents. Each column header features a small arrow, which can be clicked to sort the contents of the column in ascending or descending order.

The Process Flowchart Table is shown in the Card View and the Details View.

Modeling tool settings:
When a process level does not have any elements with diagram behavior (it is the lowest process level), contents are shown in the process flowchart table.
Only process step type elements are shown in the table (system types and element types are excluded).
Role refers to swimlanes and Documents refer to information items.

Details View

To see process details, click See Details on the process card. The Details View shows the name of the process, its description, selected default attributes (Owner and Documents), the "Inputs and Outputs" graph, and lower-level process information in table(s). If the process in question contains both diagram elements (e.g., Business Processes in ODM, Sub-Processes in BPMN) and non-diagram elements (e.g., Activities in ODM, Tasks in BPMN), they are shown in separate tables.

The Details View can be closed either by clicking outside the view box or by clicking the close button at the top right corner of the view box or at the the bottom.

Modeling tool settings:
Diagram elements refer to elements that have the diagram behavior ticked. These types of elements are usually used at the top and intermediate process levels.
Elements that do not have the diagram behavior ticked are usually used at the lowest process level.
Documents refer to Information Items.

Sider

The Sider on the left side of the screen shows the process hierarchy. It is automatically generated with diagram elements, same as in QPR ProcessDesigner / QPR EnterpriseArchitect.

QPR BusinessPortal Sider

You can expand the hierarchy by clicking the small arrows. Clicking on a process on the hierarchy will select that process and update the Card View and Diagram View to show the contents of that process. Selected process and path are highlighted in the process hierarchy.

The search feature is activated by clicking the magnifying glass at the top of the sider. By typing in a word in the search field, the search looks for all processes with that word.

The Sider can be horizontally resized, collapsed, and expanded using the small tab on the right of the Sider.
Modeling tool settings:
The sider is automatically generated of elements that have the diagram behavior ticked.

Page Header

The Page Header shown at the top of the Card / Diagram view displays statistics about the selected process branch - how many processes belong to the branch, on how many levels, and how many unique roles are featured.
Processes View Page Header
The Page Header also contains buttons to switch between the Card View and the Diagram View.

Modeling tool settings:
The processes statistic counts diagram elements, as these are usually used for higher-level processes. Lower-level process flow elements (non-diagram elements) are left out.
Levels counts the maximum number of process levels that the process branch features.
Roles counts the number of unique roles (swimlanes) present in all of the processes present in the branch.