Insert process step

Select a process step in the Diagram pane. Click the button corresponding to a process step type that you want to insert in the Insert group on the Home tab. Engage Process Modeler will automatically insert the process step in front of the process step that is currently selected. However, if a Start or Entry step is selected the new step will be inserted after this step.

You cannot insert a step in front of Start or Entry.

 

 

InsertProcessStep

 

There are many process step types that you can insert into the diagram. It may happen that not all of them are directly visible in the Ribbon. Click the small arrow down button ArrowDown on the right hand side to see the next portion of the buttons (click the arrow up ArrowUp to see the previous one). Click the small go to end button GotoEndButton to unfold the whole set of buttons.

 

 

InsertProcessStep2

 

You can adjust the order of these buttons by clicking the in Engage Process Modeler options. Here, you can move the most frequently used icons to the top of the list.

 

You can also click a small arrow ShowPaneArrow at the bottom right corner of the Insert steps group to open the Process steps pane containing the same list of buttons but in a more compact way. The same pane can be opened by selecting it in the Show window list of the Workspace group of the View tab (see Showing hidden panes).

 

InsertProcessStep3

 

Alternative:

Right mouse click a process step in the diagram pane. Pop-up menu will appear. Select Insert and then select the type of a process step you want to insert.

 

Inserting of an activity in a swim lane view will automatically set the value of the corresponding property (see Insert in swim lane view).

 

To create a Go to step you can click it in the Insert list. This operation, however, does not insert any new step but it results in changing the selected step into the Go to step. So, the step of the proper type must be selected on the diagram at that moment.

 

You can also use keyboard shortcuts to insert some of the most common step types.