Creating a Business Process
  1. Assign an alert to the Start shape that will initiate the business process.
  2. Drag and drop the tasks or gateways onto the canvas and connect them in the desired order.
  3. Associate the appropriate events, services, user interfaces, and performers.
  4. Validate the business process.
  5. Save.
  6. Once the business process is complete, validated, and ready for production, mark the process as Active. The business process will not initiate any process instances until you have checked either the Activate now checkbox in the Save As window, or the Activate checkbox in the Information tab of the process.
Available Shapes
Use the following table to decide which types of tasks and shapes to use for your business process:
Node
Description
Receive Task
A task that waits for the arrival of a message. The process stays in this wait state until a specific message is received.
Service Task
A task that uses a service. This can be a web service or an automated application.
User Task
A task that requires a human performer to complete the task with the assistance of a software application.
Exclusive Gateway
A task that evaluates the state of the business process and based on the condition, breaks the flow into one of the two or more mutually exclusive paths.
Assigning Events, Services, and User Interfaces
 Note
In order for an Alert or Event to initiate a Business Process, its parent Thing or ThingTemplate must implement the PTC.BPE.BusinessProcessManageable ThingShape.
 
In order for tasks and shapes to be considered valid, you must assign an event, service, or user interface to the shape. The table below identifies what must be assigned to different tasks and shapes:
Shape
Required
Start
Event
Receive Task
Event
Service Task
Service
User Task
  • User Interface
  • Performer