Helpful hints for Designer

Process Modeler

1. To display the Flow Name automatically, right click in the swim lane, select Customize Graphics, and click the Display Flow Name (On Create) checkbox.
2. To increase/decrease the width of the swim lane, select the organizational unit, press shift + down arrow or shift + up arrow respectively.
3. To change a process to a decision point and denote by using a diamond, right click in the swim lane, select customize graphics, select Decision Point from the drop down list, select Enhanced Symbol from the Mode group box. You will need to change each Process Modeler Diagram that will have a decision point.
4. After a process, etc. is created, it is automatically added to the repository even if you have not saved the diagram. Therefore, if you make a mistake and the process, etc. should not be included, you must Delete it from the repository. If you Cut a process, etc. from a diagram, this merely removes it from the diagram, it does not delete it from the repository. Be careful how you use Cut and Delete.

Entity Relationship Diagram

1. If your diagram is large and you would like to view only the entities and their relationships, you can opt not to display the attributes by selecting, Options> Customize from the menu bar. Click the Attributes checkbox in the View group box to remove the checkmark.
2. When creating a relationship, to straighten the line between them, click the line and then use the up and down arrows or left and right arrows depending upon if the line is vertical or horizontal. Another option is to select Options>Customize from the menu bar and click the Snap checkbox in the Grid group box. You can also display the grid by clicking the Display checkbox in the Grid group box.
3. To improve the readability and understanding of your relationships, you may need to create dog-legs or angled lines. After the initial relationship is created between two entities, you can click on intermediate points to create angled lines. To get the desired angle, you hold down the shift key and click the middle of the line to create a drawing point. You can then drag this drawing point to the desired spot. To remove the drawing point, press the shift key and click on the point again.

Repository Object Navigator (RON)

1. To insert documents such as Word or email, from the RON navigator expand Reference Data Definition heading, highlight Documents and click the + (Create Object) button on the left side. The Document Properties window will open. Enter a document name, author, type, comment, and other information as necessary. Under the Documentation heading, single click the yellow icon located to the left of Document Text, a text pad window opens. Type information or copy and paste from another document and then save it.

Repository Reports

To generate a report with an html format that can be viewed by a client or non-Designer type person via a browser, select the required report in the navigator and then the Parameters Palette window will open. Set the Destination Type to be File, enter the LAN path into the Destination Name with .htm as the extension, change the Destination Format to html, and the Mode should be bitmap. Run the report.