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BPM Surface Controls

  

Details icon

  • Location: Top left file menu.
  • What it does: Opens the file details.
  • How to use it: Click the icon.



Save icon

  • Location: Top left file menu (second from left).
  • What it does: Saves the selected open file.
  • How to use it: Click the icon..
  • Other notes: Files with unsaved changes have an asterisk next to the file title in the top right corner. Saving removes the asterisk.



Undo icon

  • Location: Top left file menu (third from left).
  • What it does: Reverts file back to the state before you made the last change.
  • How to use it: Click the icon when you have made a mistake and you want to revert to the way the file was before you made the change.
  • Other notes: If the file has been saved, you cannot undo any changes.



Redo icon

  • Location: Top left file menu (fourth from left).
  • What it does: After you have undone a change, you can redo, which reinstates the original change.
  • How to use it: Click the icon after you've undone a change in order to reinstate the original change.
  • Other notes: If the file has been saved, you cannot redo an undone change.



File Title

  • Location: Center of the file menu title bar.
  • What it does: Identifies the file you are configuring as well as whether it has unsaved changes.
  • How to use it: If the title has an asterisk at the end, the file has unsaved changes. If it doesn't, there are no unsaved changes.



Show as Image icon

  • Location: Top right file menu (first from left).
  • What it does: Displays the BPM map as an image in a new tab.
  • How to use it: Click the icon.



Deploy Map icon

  • Location: Top right file menu (second from left).
  • What it does: Creates the process configuration records.
  • How to use it: Click the icon.
  • Other notes: Before deploying, make sure the file has no unsaved changes.



Re-Deploy Map icon

  • Location: Top right file menu (third from left).
  • What it does: Updates the existing process configuration records.
  • How to use it: Click the icon.



Load Versions icon

  • Location: Top right file menu (fourth from left).
  • What it does: Loads BPM versions (if any).
  • How to use it: Click the icon.



View Source icon

  • Location: Top right file menu (third from right).
  • What it does: Displays the XML source code of the current screen.
  • How to use it: Click the icon.



View Design icon

  • Location: Top right file menu (first from left).
  • What it does: Displays design view.
  • How to use it: Click the icon.
  • Other notes: Appears when you click the View Source icon.



Pin File icon

  • Location: Top right file menu (second from right).
  • What it does: Allows you to pin files to the dashboard.
  • How to use it: Click the icon.



Close File icon

  • Location: Top right of the file (first from right).
  • What it does: Closes the file that is currently open.
  • How to use it: Click the icon.
  • Other notes: Save the file before closing.


This post is part of the BPM topic. Click here to open the BPM Overview.

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