Changing Element Types

Changing Element Types

Now that we’ve covered the basics, I have this sample process.

1 - Sample Process

In the real world, designing processes is more of an ongoing cycle:  Building, then testing and monitoring them, and revising — so it’s necessary to know how to go back and change things, adding complexity to your models.

2 - Designing Processes

In this video I will start showing you how to evolve your processes from something simply visual to something that can become executable.

In this example, I only used the abstract task as a placeholder.  I can now go back and make them more specific.

3 - Abstract Task

The two main intermediate tasks are here.

4 - 2 Main Intermediate Task

The service task, which is used for a step that will be automated,

5 - Service Task

and the human task where an actual person is responsible for carrying out the step.

6 - Human Task

First let’s say the task “get beans” will have to be done by someone so let’s change it to a human task.  I select it,

Select Get Beans

and now I can go down to the general details panel and select “human” from the drop down list.

Select Human Task Type

This adds a little person to the top left corner of the task to indicate its type.

Indicates Human Task Type

Another way to do this is select a task, then click the small “tools” icon to the bottom left.  And this allows me to change its type from within the same window.

Tools IconThere.

Human taskSome steps in your process will be done automatically.  We can indicate this by changing them to the service task.

Select the task you wish to change, then select “service” from the drop down in the general panel.

Select task you wish to changeSelect Service

Or, once again select the tools from the bottom left of the task and then select the small gears.


Select Small GearsIt will now be indicated as a service task as those gears are put in the top left corner of the task.

Indicates Service Task

Next, I need to change my gateway as I currently have the wrong one for my purpose.

Change Gateway

Gateways are like crossroads for your data, where flows split off or converge within your process.

The two main gateways are here:

Two Main Gateways

The parallel gateway, also known as the AND gateway, has a plus sign,

Parallel Gateway

this is used is when you want to receive all inputs before continuing,

Receive All Inputs

or send out multiple outputs to different events in parallel.

send out multiple outputs

But for my example I will be using the Exclusive gateway, also known as the XOR gateway which is pictured with an X.

Exclusive Gateway

This is used when you want to be exclusive, using one input or one output.  If there are several flowing into it, only one is needed to continue,

One input

and it will only send out one output as well.

ONe output

In my case this is the gateway I would like as I am just asking a yes or no question.

I can change the gateway in either of the same two ways, but I will use the tools since they are a little quicker.

Change gateway to XOROnce done you will notice that a small red X appears indicating an error.  This is normal for right now and I will show you how to fix this in our next video.

Red X indicates Error