Drawing routes in your process diagram

Routes are used to define the order in which a process proceeds through the operations that are defined in a process diagram. You can draw routes from one operation to another by dragging connectors from one operation to another. When an operation is selected in the process diagram, an anchor appears as a small circle on each side of the operation.

You can specify conditions and various operations to execute based on the conditional logic of each route. You can rename the routes to identify the condition in the process diagram. You can access data that are submitted in XML forms using an XPath expression. An XPath expression is a representation of the data based on the schema of the form. You must understand the schema that the form uses to build an XPath expression. The schema that is used is based on the schema you embedded into the form design when you created it.

To draw routes between operations:

  1. In the process diagram, select the Get Form Information operation. Anchors appear on the operation.
  2. Drag the right anchor of the Get Form Information operation to the left edge of the Loan Officer operation.
  3. With the Get Form Information operation still selected, drag the right anchor to the left edge of the Bank Manager operation.

To rename routes:

  1. Select the route from the Get Form Information operation to the Loan Officer operation.
  2. In the Properties view, click the General category and perform the following tasks:
  3. Select the route from the Get Form Information operation to the Bank Manager operation.
  4. In the Properties view, click the General property group and perform the following tasks:
  5. Save your process version.

To modify the evaluation order of routes:

  1. In the process diagram, select the Get Form Information operation.
  2. In the Properties view, click the Route Evaluation category. A list of routes appears that originate from the Get Form Information operation.
  3. Select If Mortgage Is $500,000 Or More and click Move Route Up Condition  . It now appears first in the list of routes.
  4. Save your process version.

To add a condition to the If mortgage is $500,000 or more route:

  1. In the process diagram, select the If Mortgage Is $500,000 Or More route. The route appears highlighted.
  2. In Properties view, click the Conditions category.
  3. Click Add Route Condition  . The Route Properties dialog box appears.
  4. In the Expression box on the left, type /process_data/@LoanAmount.

    Tip:   You can use the XPath Builder in the Conditions pane to build the expression.

  5. In the Operation list, select >= .
  6. In the Expression box on the right, type 500000, and then click OK. The route from the Get Form Information operation to the Bank Manager operation changes to a dashed line. A condition also appears in the Properties view in the Conditions category.
  7. Save the process version.

You have defined the routes used in your process diagram, which should look like this illustration.


 

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