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Editing in Process Modeler — Utility shape

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Purpose

A utility shape is an activity that can update a work item without human input. It may perform computations, searches, retrieve data from another system, make a decision affecting the course of the flow, and so on.

indicates that one or more tickets are defined on the Utility. Assigned ticket names appear beside this icon on the flow.

Some utility shapes appear in the flow immediately before an assignment shape, to complete preprocessing. Others may appear immediately after an assignment shape, for post-processing of user decisions and input.

Note Don't confuse Utility activities with functions — Java code in instances of the Rule-Utility-Function rule type. A Utility activity is defined in a class derived from the Work- or Data- base class and has an Activity Type of Utility.

Editing Utility properties

Deleting a Utility shape from the flow

Cut, copy, and paste Utility shapes

Completing the property panel sections

Complete the sections comprising the property panel as described below.

Details

Specification

Field

Description

Specification

Enter a name to associate a specification with this shape. If you change the default shape name [Utility], the system enters the name in this field. You can either:

  • Choose an existing specification by selecting Choose another specification from the Specification Actions menu.
  • Create a new specification by entering a name (or keeping the name entered by the system).

Enter a description in the text area beneath the specification name. When you click OK on the Properties panel, the system creates or updates the specification. See Working with specifications in Process Modeler and Case Designer.

Advanced

Complete the Status and Tickets sections as described below.

Status

Field

Description

Work status

Enter a work status in this field to set the status for the work item. This allows you to easily change the status at multiple points in the life cycle of a work item without adding a Utility shape to the flow for each status change. Similar to setting work item status using a Utility shape, setting the status invokes the UpdateStatus activity. Any defined tickets dependent on the status are raised, as appropriate. The selected status updates .pyStatusWork when the flow execution reaches this assignment shape.

A status indicator appears on connectors to shapes that change a work item status. For example, if the shape status is set to Pending-External, the connector to that shape displays a small red flag. All transitions connecting to the shape will display the status indicator. Following are the status indicators for the four status prefixes.

New

Open

Pending

Resolved

Tickets

Add a Ticket Name field to indicate the ticket(s) available at runtime. Use the Ticket to mark the starting point for exceptions that may arise at any point in the flow, such as a cancellation. The ticket is a label for a point in a flow, much like a programming "GOTO" destination.

An activity executing anywhere in your entire PRPC application can set or raise this ticket by executing the Obj-Set-Tickets method with this ticket name as a parameter. See Ticket help for other ways to raise a ticket.

The scope of a raised ticket includes all flows on the current work item that contain this ticket. If found, processing stops on that flow promptly, and resumes at the ticket point.

The system adds to the decision shape to indicate one or more tickets are associated with this decision. The assigned ticket name appears on the flow.

Field

Description

Ticket Name

add row Select one or more tickets that are to be available at runtime from this decision. Add a row for each ticket. Use SmartPrompt to display all tickets available to flows in this work type.

TipCreating ticket rules is recommended but not required. You can enter here a name that does not correspond to a ticket rule .

NoteIf a shape has more than one ticket associated with it, then processing continues with that task only after all tickets are set.

Example

Processing is connected to a ticket to respond to an exception, error flow or event. For example, if a mortgage application is withdrawn after some, but not all, of the application processing is completed, a mortgage processing flow can:

  • Include a ticket named Withdrawn on a utility shape that computes the fees due for work done so far, and any refund amount
  • Follow the utility shape with another that produces correspondence, to alert all parties working on the mortgage that it was withdrawn
  • Connect to external systems to back out (rollback) changes or void accounting entries as appropriate
Display Name The Ticket Name appears by default. Enter a name to display other than the ticket name.
Related topics About Activity rules
How to create activities for use in flows

TaskStatus-Set method
Standard rules Standard activities for flows

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