process4.biz 7.x Documentation

features description for Process4.biz

Settings for Publication

  • Choose a Set

In one set, settings for the publication of reports with Word are stored. You can select an already defined set or define a new one (New button). You can select sets no longer needed and delete them by clicking on the Remove button. 

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In the window that opens you can define the set name and the description as well as enter the translations. For existing sets you open this window by clicking on set details. The name of the set and the description can be translated into other languages; to open the translation window, click the button T. 

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If a set is already saved, then it is marked with the symbol  328567 . If you create a new one or save an old set as new, then the same symbol is used, but is also marked with a question mark. 

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  • Unit

Select one or more desired units from which you want to transfer data (object descriptions and diagrams) into a Word document. To select/deselect all units in a branch, right-click on the unit.

  • Word Template

The formatting properties you prefer are defined based on a template (”* .dot” file). Process4.biz provides you with a template for this purpose under the given path. You can customize this file before publication individually or save your personal formatting settings in a separate template (see also Document template for WordReporter). Please be aware when formatting that the content generated by Word Reporter is entered after the front page and the summary (= Management Summary).

  • Word Document

Enter the desired file name and the path where the created report will be saved. 
By means of the following options, you can influence the arrangement of diagrams and the objects located thereon and expressions on the report:

  • Diagrams as embedded Visio files

Through this function, process4.biz diagrams are exported as Visio objects. Exporting data as a Visio files takes longer than exporting diagrams as images.

  • Diagrams as Images

If you choose this option, process4.biz diagrams are inserted in PNG format, i.e. as images in the report. Diagrams that are saved as BLOB objects directly in the database or are password protected (see protect diagram or Database settings), can ONLY be exported as PNG images and not as Visio objects.

  • Publish each of the diagrams together with its objects and their expressions in succession

In this case, a picture of the diagram is shown from the hierarchically highest diagram and then the expressions of the object are listed thereon before a representation of the next diagram follows, etc.

  • Publish first all diagrams before objects and their characteristics are listed

When select this option, first all diagrams are shown and then their objects are described.

  • **Generate the list of attributes in table form
    **

This option presents the object properties in tabular form in the published Word document. Property names and values are juxtaposed line by line in a clear table with two columns.

  • Suppression of empty data fields

Select this option if you do not want to include empty data fields in the report. Object properties with no content assigned to them are thus skipped during evaluation.

  • Index of contents

This option creates contents automatically. It is inserted before the content in the report.

  • Index of key words

Select this option for the automatic generation of an index of key words. The index is inserted at the end of the report and includes the names of all objects and diagrams, which are part of the published Word Report.

  • View the data display

Define if only diagrams should be displayed, objects should be listed or diagrams and objects should be displayed in the generated report.

Advanced Settings:

  • Export diagram properties

By activating this option, diagram properties will be exported and added to each diagram in the Word document (see Select diagram properties)

  • Export object and diagram links

By activating this option, object and diagram links are listed with object properties. These links contain references to corresponding objects or diagrams available in the Word document (see Chapter Exported contents).

  • Include objects that are not used on any diagram

By ticking this check box of the selected units, ALL objects are included in the report (not only those that are used on diagrams). In this way you can also export objects into the document, which are indeed maintained in the database, but do not appear on the diagrams. Such objects are listed at the end of the document in relation to the listing of diagrams and objects, independent of other settings listed.

  • Export shape-specific data

It is possible to create shape-specific data for an object in process4.biz, depending on the shape representation on diagrams (see Shape-Specific Properties) .These shape-specific data from an object can be exported to Word. Two variants are possible. 

When the option “Publish each of the diagrams together with its objects and their expressions in succession” is activated, shape-specific properties are listed in relation to the above specified diagram. 

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When the option “Publish all diagrams first before the objects and their expressions are listed”, shape-specific properties for the entire list of diagrams are published. Under the Visio shape information it is displayed on which diagram the shape is used. 

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Please note that shape-specific data are greyed out by default; you have to activate it in the Selection of the Data.

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  • **Exclude all items that you have defined to be invisible in the Modeler
    **

Units, classes, objects and diagrams can be marked as invisible in process4.biz (see Visibility Settings and add / edit design item). If you enable this option, these invisible items are excluded from the Word report. This means: 

a) invisible classes are not displayed in the window selection of data and objects of these classes are not exported. 

 b) invisible objects are not exported, even though the classes of these objects are selected for export. 

 c) invisible diagrams are not displayed in the window diagram sorting, if the option “sort diagrams by property”  is selected. If the option “Generate diagram tree” is selected,  invisible diagrams are visible but greyed out, i.e. not selectable (see section Extended Diagram sorting). 

On the bottom left in the wizard there are the following buttons:

  • Help

Opens the help for Word Reporter

  • Save

If you click here you can save the set at any time during the Wizard, before the export is complete.

  • Save as …

Saves a new set based on the currently selected.

  • Cancel

Cancel the wizard without any changes.

  • Back

Return to the previous page of the wizard.

  • Next and Finish

There are two ways to continue this dialogue:

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When you click the Next button, you can specify more accurately the data and diagrams for export (see the following section Selection of data and extended diagram sorting). Your selection will be saved as a preset for future exports under the specified set name.

With the Finish button, the selected report is created immediately. In this case an already saved set is used and it will start the export process with the existing set definitions (see chapter Extended Diagram sorting).