Manage IYOPRO
IYOPRO provides the following customization options for business process modelling
- Attribute Extensions
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Attribute Extensions provide a way to extend all available shapes with individual customer attributes.
- Customer Settings
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Use customer settings to adjust shape preferences like color, description template and more
Both features can be found in the Application Menu
Attribute Extensions
To activate the Attribute Extension Editor click on from the Application Menu
Create new Attribute Extension definition
To create a new Attribute Extension definition click on the New button of the Definition ribbon group. A new empty Attribute Extension definition will appear.
The associated Editor is splitted into two Areas. The left pane shows all available shapes, grouped by categories which may be chosen by the category selector.
The right pane shows the extended attributes for the selected shape.
To add a new Attribute click on the Add Attribute Button in the Ribbon menu. A new Row will appear.
Type in the Name of the Attribute and select a type. The following types are available:
- String
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Used to enter any type of text
- Integer
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Used to enter only integer values
- Float
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Used to enter floating point values
- Boolean
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Used to mark the Value with a Check Box
- Date
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Used to enter the value with a date picker
- Option
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Used to choose a value from a list
The String-Type allows to specify a size. The entered attribute value may not exceed this size. 0 means that the size is unlimited.
If you have choosen the Option-type you need to specify the options. To specify the options click on the properties-symbol of the desired line. In the appearing dialog enter one option per row.
If You are finished save the Attribute Extension with the Save Button
Apply Attribute Extension
To apply an attribute extension click on the Apply Button of the Ribbon. In the upcoming dialog select on or more attribute extensions and hit OK. If you wish to deactivate attribute extensions you may uncheck the appropriate line.
Deactivating attribute extensions will not remove assigned attributes from existing shapes. They will only not be shows on new shapes.
Customer Settings
To activate the Customer Settings Editor click on from the Application Menu
To create a new Customer Settings definition click on the New button of the Definition ribbon group. A new empty Customer Settings definition will appear.
Customer settings are divided into the following sections:
- Documents
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Used to edit document specific settings
- Shapes
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Used to edit shape specific settings
- Word Export
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Used to change settings related to the Word export
- HTML Export
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Used to change settings related to the HTML export
Document Settings
The Document Settings editor is splitted into two Areas. The left pane shows all available document types, grouped by categories which may be chosen by the category selector.
The right pane shows the available settings for the documents.
The following settings may be adjusted:
- Description
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Enter the description template which should appear if the diagram properties are shown in the modeler
Shape Settings
The Shape Settings editor is splitted into two Areas. The left pane shows all available shapes, grouped by categories which may be chosen by the category selector.
The right pane shows the available settings for the shapes
The following settings may be adjusted:
- Color
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Choose a base color for the shape. This color will be passed to all diagram shapes, which use have their local shape color set to automatic.
- Toolbox Position
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Specify the position, where the shape will be positioned in the modelers toolbox. A value of 0 specifies the default position. 1 specifies the first position, 2 the second and so forth.
- Hidden
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Toggle this to hide the shape in the appropriate toolbox. Use this to simplify the toolboxes for restricted users.
- Description
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Enter the description template which should appear if the shape properties are shown in the modeler
- Documentation
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Define if element descriptions are shown in the portal documentation.
- Library
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Define if the element can be used as library element.
- Custom Shapes
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Manage individual appearances of the element.
Word Export Settings
The Word Export Settings are used to configure the output of the word export to follow your corporate identity.
The following settings may be adjusted:
- Title
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Specify the title on the title page.
- Subtitle
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Specify the subtitle on the title page.
- Header
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Drag an Image of your company logo from your file explorer over the desired logo position. Enter the Header text along your needs.
- Footer
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Define which advanced attributes of the diagram are shown in the footer.
- Elements
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Specify, which shape types will be exported in the word export. Per default only activities will be documented.
HTML Export Settings
The HTML Export Settings are used to configure the output of the HTML export to follow your corporate identity.
The following settings may be adjusted:
- Headline
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Enter the header text along your needs
- Logo
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Drag an Image of your company logo from your file explorer over the desired logo position
- Header Background
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Specify the color of the colored HTML areas
- Elements
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Specify, which shape types will be exported in the HTML export. Per default only activities will be documented.
Custom Shapes
Custom shapes allow an individual presentation of elements which are provided by BPMN 2.0. This feature only applies to the appearance of shapes and will not affect the elements behavior in process automations and process simulations.
Create a custom shape
A custom shape is created in the shape settings of the customer settings. Use the category selector to open the settings of the desired shape. Press the Add button afterwards to open the custom shape editor.
The following settings may be adjusted:
- Type of adjustment
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Decide whether the whole shape will be replaced by the new imported image or only the symbol in the shape.
- Custom shape
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Drag and Drop the image of the custom shape into the preview dialog. Only SVG and PNG can be used. A preview of the custom shape is shown.
- Adjustment source
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The name of the imported file is displayed here.
The formats SVG and PNG can be used to import images as custom shapes. SVG’s are highly recommended since this data format is scalable and won’t cause any quality losses when resizing the element later on.
Edit an existing custom shape
Custom shapes are edited in the customer settings. Use the category selector to open the settings of the desired shape. Double click the icon of the custom shape to open the custom shape editor. The custom shape can now be adjusted as it is described in the paragraph above.
Remove a custom shape
Custom shapes are removed in the customer settings. Use the category selector to open the settings of the desired shape. Selected the custom shape and press the Remove button afterwards to open the custom shape editor. When a custom shape is removed every applied element in diagrams will be set back to standard.
Use a custom shape
During modeling only those custom shapes can be used which are created for the currently activated customer settings. Nevertheless users are able to see any custom shape that are already used in a diagram. They just won’t be able to create a new element with such custom appearance.
Apply a custom shape
To use a custom shape the corresponding BPMN 2.0 element must be dragged into the diagram first. Afterwards its appearance can be customized in the advanced properties. Open the tab "Custom Shapes" and select the desired custom shape for the modeled element. The appearance is changed immediately.
