Working with the Library

The Library is used to store predefined activities for later use in process models.

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Library node

The "Library" node is the root of all library elements. Library elements are associated to teams so the library node contains a folder for each team you’re member of.

Library folder

Each team has a library folder associated. This folder may contain library elements and for structural purposes also sub folders. Each library folder has the following functions available in the toolbar:

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Create a new folder

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Create a new library element

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Delete one or more elements

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Approve and Release library element

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Switch to tile view

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Open description pane

Creating Library Elements

In general it’s possible to create library elements in two different ways:

  • Create Library element from existing diagram element

  • Create library element from scratch

Create Library element from existing diagram element

To create a library element out of an existing diagram element select the shape and choose Add from the Library group within the Modeling tab of the ribbon. The library element editor will appear.

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Create library element from scratch

To create a library element from scratch choose new  Library Element from the application menu. The library element editor will appear. Drag the desired base activity from the library toolbox onto the editor.

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Editing Library Elements

To edit a library element either create a new one or open the library element from within the repository by doubleclick.

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Library elements are mainly described by predefined properties. The library editor allows you to define, which properties can be edited after the library element has been inserted into a diagram and which not.

Locking and unlocking properties

To prevent a property from being changed within a process diagram close the lock of that property. The icon becomes a red closed lock.

To allow a property being changed within a process diagram open the lock of that property. The icon becomes a green open lock.

Saving Library Elements

To save a library element click on the save button of the ribbon within the library element editor.

The Save Library Element dialog appears. It contains out of four tabs which control the save and release process.

Library Element Destination

In the first tab specify the library element destination. Navigate through the library folders and specify an appropriate destination. Choose the New Folder button to create a new folder if required.

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Editing Version Description

To edit the version description select the Meta-Data tab and type in your description.

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Deployment and Release

Specify how the deployment process will be archived. This setting is affected by your team settings

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Validity Period

Specify the lifetime, when the library element availability will be in effect.

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If nothing other defined, the library element will be valid from the moment of package release without end time. You can specify other times as necessary.

Using Library Elements

Use existing Library element in your Diagram

Open the Process Explorer and expand the Library node. Navigate to the desired library element and drag it onto your diagram. If you drag the librar element over an existing activity and drop it IYOPRO will replace the existing element with the library element.

You can also navigate to the library element using the repository. Even here you can click and drag the library element onto your diagram.

Open Library Element out of a diagram

To open a library element within the library element editor select the library element on your diagram. Navigate to the Modeling tab of the ribbon and click the Open button of the Library group.

Highlight Library Elements within a diagram

To highlight all library elements within a diagram navigate to the Modeling tab of the ribbon and click the Manage  Highlight button of the Library group.

Refresh Library Elements within a diagram

If you modify library elements you may wish to refresh substitutions in your diagrams. To do so, navigate to the Modeling tab of the ribbon and click the Manage  Refresh button of the Library group.

If you open a diagram which contains library elements, the elements will always be up do date and do not need to refresh.

Find Library Element utilization

To find diagrams, which utilize a specific library element select the library element on your diagram. In the Modeling tab of the ribbon click the Manage  Where Used button of the Library group.

Find Library Element in Process Explorer

To find a specific library element in the Process Explorer select the library element on your diagram. In the Modeling tab of the ribbon click the Manage  Select in Process Explorer button of the Library group.