process4.biz 7.x Documentation

features description for Process4.biz

System Properties

An overview of the system properties arranged according to property group follows.

Complements the basic procedure for creating a new property.

See also: System Properties for Diagrams

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Definition

Condition

See: Conditions

Includes the property in the search function in the whole system.

Show in Tootlip

Shows the property by mouse-over on a Shape as Visio or Tooltip in the web publication.

Note:

Visio tooltips must be separately activated in the database settings.

Number of Lines

This property is only available for the property type “text” and allows you to specify how many lines of the respective text property should be displayed by default in the properties window. The default value for this property is 4 lines (= current size of the text box), the maximum value is 19 lines. Invalid values are automatically set to the default value of “4”.

Approval Management

If the approval management for objects has been enabled, the respective properties are available here.

See in detail: System Properties for Diagrams

Description

Description

Allows you to define a description for a property. This (explanatory) description of each property then appears at the bottom of the Properties window, when the property is selected.

Visio

Shape-specific

Setting the value to “true” makes the property shape-specific

See: Shape-specific properties

Is a master shape

This property should be set to “true” if you assign several shapes of the same class. The property “is a master shape”, can be set for each property type; it is most reasonable to use it  for the property types “enum” and “formula”.

Visio Shape’s target cell

Displays a visio cell (in the ShapeSheet of a shape), in which the value of the selected property is synchronized. This functionality can be used for example to display the selected property on shapes and/or templates.

See: equip master shapes with properties and Creating and Adjusting Templates

Visio values Balance Mode

This property can have one of the following values: 

  • Use Shape settings: The value is displayed in the Shape Data dialog as it is (String, Bool etc.)
  • Use Text: The value is displayed as text, regardless of how it has been defined in the Shape Data dialogue
  • Use value with type: The value is displayed as a series, regardless of how it has been defined in the Shape Data dialogue (can e.g. be used for ENUM and datetime properties)

Synchronization

The Graphical Visio Modeler can be set so that the properties are synchronized with the associated Visio shape data. This means that when a user makes changes to the data in Visio, the data changes are automatically updated in process4.biz (and vice versa). Each property can be defined either as a “push” value (= acceptance), or as a “pull” value (= query) from Visio shape data to the repository.

Note:

Object properties are only displayed in the Visio shape data, if they have been selected in the dialogue box “Equip the Shapes with p4b properties”.

  • P4B => Visio: the value of a property is accepted as the value in the associated Shape Data Field. If you change the value of the Visio shape data, this is ignored in process4.biz.
  • Visio => P4B: properties are read-only and can only be changed in the window Visio Shape Data. This option is used for example to integrate external data.
  • P4B <=> Visio: the value of a property is copied into the corresponding shape data field and vice versa it is synchronized back.

Assigning p4b ENUM to Visio FixedList 

Enables synchronization of Enum properties with the Visio Fixed-List property.

Caution:

This setting should be set to “True”, so that the P4B/BPMN synchronization can run properly.

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Allow FixedList update

Enables updating Visio of Visio Fixed-List property of Enum properties.

Validation

See: Validate property values

Web publication

Web View Publisher

If the property is set to “true”, the property in the web portal will be displayed in the object and diagram properties. If you do not want to display the property in the Web portal, select “False”.

Allows you to search for this property in the web publication or prevents the search.

Administration

Editable/Visible

For classes and properties, the properties “Visible” and “Editable” are available, for property groups there is only the property “Visible”.

By default, these properties are always set to “true” and have an impact on the repository and the WebPublisher.

If you set the property “Visible” for a class, a property group or property to “false”, these items are made invisible in the repository and the web portal for all users. However, if you display a property on a shape or a diagram as Visio fields (or Visio Data Graphics), the invisible properties remain visible (for these shapes).

If you set the property “Editable” for a property to false, this property will be read-only in the repository and the web portal for all users.

With the property “Visible in link matrix”, you can specify whether the value of this property will appear in the link matrix along with the object name.

Closed by default

In the properties window of property groups, there is also the property “Closed by default”. If you set this property to “true”, this property group appears closed by default.

Create System Properties Automatically

It is possible to create some system properties automatically in the Database Designer through the context menu of a (system) class.

Attention:

When automatically created system properties are first added to specific classes, but later also to system classes (General diagram and object), duplicates of these properties (incl. their values, e.g. assigned tags) may appear.These dual properties can be removed from the specific classes again (certainly only after examining the property values of the relevant properties!)

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Automatically Creating System Properties

Tags

This property allows you to assign metadata to objects of several classes.

See: Tags

Disable for Web Publication

This property allows you to mark objects and diagrams, which should not be published to the portal.

Publishing: E-mail Feedback

This diagram property offers the possibility to leave a feedback e-mail address in the web publication per diagram.

Shape: geometry (x, y, w, h) and Shape: Diagram

The properties “Shape diagram”, “Shape height”, “Shape width”, “Shape X” and “Shape Y”, are shape-specific and contain information about each shape assigned to an object.

  • The “Shape diagram” property indicates the name of the diagram on which the shape is used.
  • The properties “Shape height” and “Shape width”, indicate the height and width of the shape.
  • The properties “Shape X” and “Shape Y”, indicate the coordinates of the shape (from the upper left corner of the diagram).

Timelines properties

These properties enable the creation of timeline diagrams. You can use the properties as needed for a specific class, for all objects in the database (via the object class system), or for all diagrams (System class Diagram). To do this, select the class in the Designer, right-click on it and select the desired property under “Advanced Properties”. A message appears to inform you that the property has been created.

Orgchart: Position Type

This property adds organizational properties for the selected class, thus enabling the use of organization diagrams.

SureStep

This property is used for the extension module SureStep.