Reusable Sub-Processes

To demonstrate how to transform a Task into a Reusable Sub-Process, we will use the following diagram:

The diagram refers to a Purchase Request Process. We are going to transform the Purchase Order task into a Reusable Sub-Process.

---

Steps to Configure a Reusable Sub-Process

1. In the First step of the wizard, click Edit Process.

   

2. Right-click the Task you wish to convert to a Reusable Sub-Process,

   • In this case, the Purchase Order task.
   • Select Transform to Sub-Process.

   

3. The Sub-Process Wizard will launch, showing the Sub-Process types.

   • Select the Reusable option.

   

4. A Properties window will display the following:

   

   Controls	Description
   Multiple Check-box	Sets the Sub-Process as Multiple.
   Processes drop-down list	Displays the existing processes list and sets the selected one as the Sub-Process.
   Add button	Lets the user create a new process.
   Process version drop-down list	Displays the process versions list and sets the selected one as the Sub-Process version.
   Diagram	Displays a preview snapshot of the process model selected. If a new process is selected, the Diagram control will remain empty.
   Status Bar	Presents the Sub-Process status configuration horizontally.

---

Defining the Reusable Sub-Process

You can either select an existing Process or create a new one:

To Set an Existing Process

• Click the drop-down list to select the desired process.

• Click the Process version drop-down list and select the desired version.

• Click the Finalize button.

  

To Create a New Process

1. Click the Add button in the properties window.

   

2. Type the name of the new Process and click Create.

   

3. Select the Process from the drop-down list and click Finalize.

   

---

Setting the Exit Mode

4. Select the Advanced tab to set the Exit mode within the following options:

   • Stand Alone:
     The parent Process continues with the next step in its Process flow as soon as the Sub-Process is created, without waiting for it to be completed.
     If the parent Process ends, the Sub-Process remains in effect (opened).

   • Integrated:
     The Sub-Process must be fully completed before the parent Process continues with the next Activity in its flow.

   • In this case, the Purchase Order Sub-Process must be completed before the Purchase Request Process finishes.
     Select Integrated mode.

   

5. Select the Exit mode from the two options:

   • Stand Alone: The parent Process continues with the next step without waiting for the Sub-Process to complete.

   • Integrated: The parent Process waits for the Sub-Process to fully execute before continuing.

   • Since the Purchase Order Sub-Process must be completed before the Purchase Request Process finishes, select Integrated mode.

6. Finally, click Finish. Your Purchase Order Reusable Sub-Process has been successfully configured.

---

Important Note

The Reusable Sub-Process must have an Access Type defined as Process or Only Sub-Process in the Process properties.

• If not, it will not appear in the wizard's selection list, even if it has been created.

• In the Expert View, right-click the Sub-Process' version and select Properties.

• Ensure that either Process or Only Sub-Process is selected.