User Interface: Process Design

You can create and edit processes An object in Loftware that binds together all of the components to be used when responding to a print request. Among other items, those components may include a label template, layout, device, and a business rule to be used when processing a print request. Processes are created in the Process Design page. and workflow templates A collection of steps and possible progressions defined by XML that can be used to progress a label template or layer object through the workflow in Label Design. A workflow template can call Event integrations to extend the capabilities of workflow beyond Loftware. in Process Design .

Important! It is recommended that you do not alter the Generic Document Process. This process is used when a Data Provider Person or process that enters data into a form or other data entry view for a label that was configured by a Designer. A user acting as a Data Provider requires the DOCUMENT_PRINTER role or equivalent permissions. selects a label template in Print Print and uses it to print labels. You can also associate it with integrations if you do not want to apply a business rule.

Ribbon Commands

When a process or workflow template is opened in Process Design , the following commands are available in the ribbon.

Ribbon Commands

Button	Command	Description
	New	Create a new process or workflow template.
	Open	Open an existing process or workflow template.
	Save	Save the displayed object.
	Delete	Delete the displayed object.
	Undo	Undo the most recent change that you made.
	Redo	Redo the most recent change.

File Menu

Command	Description
Close	Close the current object.
Close All	Close all objects that you have open in Process Design .
Save	Save the displayed object.
Save As	Save a copy of the displayed object under a different name.
Delete	Delete the displayed object.

Version Control

The following commands are available only for objects that are version controlled The following types of objects are version controlled when saved in a version-controlled folder: label templates, forms, images, layer objects, layouts, reusable objects, field data catalogs, applications, business rules, processes, workflow templates, and data services. Images do not support minor versions..

Command	Description
Check In	Save the current version of the object and make this the object available for publishing or for others to check out. Checking in creates a version that can no longer be altered. Available only to the user who checked out or has taken control of the object.
Check Out	Create a new, editable version of the object, incrementing the minor version number. Other users cannot change the object or view the version that you have created until it is checked in. Available only for an object that is checked in.
Undo Check Out	Undo any changes made since the object was most recently checked out, and then check it in. The checked out version is discarded and the version number is decremented to that of the previous version. If you took control of the object from the user who checked it out, changes made by the other user since it was last checked out are discarded. Available only to the user who checked out or has taken control of the object.
Publish	Check in and create a new published version of the object, incrementing the major version number and setting the minor version number to zero. Available only to users with Publish (PB) permission for the object type or Catalogs.
Undo Publish	Delete the published version When version control is used, a version for which the minor version number is zero. Users with some permissions can print only the latest published version. with the highest version number. The next latest version that remains may be a minor version. WARNING: If you have already initiated a print job using the published version or have used or link to that version, you may get unexpected results. Available only to users with Publish (PB) permission for the object type or Catalogs and only if the current version of the object is a published version.
Take Control	Seize control of an object that is checked out to another user. The object becomes checked out to you instead. Any changes saved by the user who checked out the object are retained. Changes that were not saved are discarded. Available only to users with Admin (A) and Write (W) permissions for the object type.

View Tab Commands

Button	Command	Description
	Properties	Open the Properties pane and display the properties of the process or workflow template.
	Tags	Add or change the tags assigned to the process or workflow template. In Loftware Enterprise SP, users can categorize certain objects by assigning tags to them. Each tag has a category and a value. A tag can be assigned to an application, business rule, data service, device group, facility, field data catalog, form, image, integration, label template, layer object, layout, process, Remote Site, reusable object, user, or workflow template. If an object is version-controlled, you can only add or change tags assigned to the current checked-out version, and you cannot change tags in a previously checked-in version. For more information, see Categorize a Process, Business Rule, or Workflow Template.

Button

Command

Description

Properties

Open the Properties pane and display the properties of the process or workflow template.

Panels

The following topics describe the panels that are displayed when the process or workflow template is created or opened in Process Design .