Flow rules
Completing the New Form

Create a new flow rule by selecting Flow from the Process category.

A flow rule has two key parts:

Field	Description
Applies To	For a starter flow rule, select or enter a class that derives from the Work- base class. For a flow rule that is to be started from a Flow shape () Split-ForEach shape (), or a spin-off shape (), you can select or enter a class derived from the Data- or Embed- class. The classes you can enter here may depend on the RuleSet you select. On the Restrictions tab of the Class form, a class rule may limit rules applying to that class to those that belong to one of an explicit list of RuleSets. C-356
Flow Type	Enter a name for this flow. Begin the name with a letter and follow the rules for a Java identifier, but do not include dash characters. See How to enter a Java identifier. NO DASHES B-18429NO QUOTES B-22701

Template option

Optionally, for special cases, you can select a template rule to provide a starting set of shapes and capabilities for the new flow rule.BUG-4014

Leave the Name field of the Template option blank to create a flow rule using the Visio stencil you identified as your default preference. To review or change this default stencil, select Preferences item from the Designer Studio profile menu. Review the Stencil field in the Edit preferences group. See Business Process Modeling Notation.

To create a flow rule that is based on a template rule, select one of the following template rules:

Template	Description
PegaBPMN	Creates a flow rule using the PegaBPMN stencil.The first four flow templates may be spurious. R. Norin checking 10/22/09
BPMN	Creates a flow rule using the BPMN stencil.
Classic	Creates a flow rule using the Classic stencil.
CrossFunction	Creates a flow rule consisting of a swim lanes representing tasks performed by two or more distinct organization units in one division. See Flow Form — Editing in Visio — Swim Lanes.
PolicyOverride	Creates a flow rule consisting of the standard flow named FinishPolicyOverride as a final task. The flow is used to support policy override reviews. R-20888
Screen flow templates	A screen flow template creates a flow rule representing a sequence of assignments for one or a set of users that involves no automated processing tasks. Special restrictions apply; see Flow Form — Editing in Visio — Screen Flow Rules.
ScreenFlowBPMN	Creates a screen flow using the PegaBPMN stencil.
ScreenFlowClassic	Creates a screen flow using the Classic stencil.
ScreenFlowStandard	Creates a screen flow using the Standard stencil.
ScreenFlowStandardTabbed	Creates a screen flow using the Standard stencil and the tabbed work object forms.
Standard	Creates a flow rule using the Standard stencil.

For general information about the New form, see Completing the New rule dialog box. For general information on the Save As form, see How to enter rule keys using Save As.

Rule resolution

TTTT Full rule resolution applies to flow rules. When searching for flow rules, the system:

• Filters candidate rules based on a requestor's RuleSet list of RuleSets and versions
• Searches through ancestor classes in the class hierarchy for candidates when no matching rule is found in the starting class
• Finds circumstance-qualified rules that override base rules
• Finds time-qualified rules that override base rules

	BPMN, policy override capability, screen flow
	Designer Studio — Setting your preferences

About Flow rules