Inserting Related Documents and Exploring Workspace Contents

This topic provides information on the document Insert and Workspace Explore options attached to modelers/editors.

While working on a document, it may be necessary to insert or attach another related or dependent document available in the same workspace. For example, while creating a business process model, you may want to use a Web service operation in it to provide a specific functionality or attach a role to a specific activity. You may also want to browse the workspace to look for some other document or to determine the location where you want to save the current document. In any of these cases, you will need a conveniently placed interface that provides an easy option for document integration and also provides a quick view of the workspace contents. To support this required functionality across Process Platform, the Insert and Workspace AppPalettes are introduced in modelers. These AppPalettes (represented by tabs) appear within a frame, to the left of each modeler/editor.

The Insert AppPalette displays the relevant documents that you could use in the current document. The documents would be grouped per document type, for easy identification and insert. You can drag and drop the document on to the modeler/editor.
The Workspace AppPalette provides a tree view of the entire workspace. It renders the same view as seen in Workspace Documents, but within a slender frame. You could browse the tree in search of projects and folders. This AppPalette being positioned within all modelers/ editors is likely to reduce the effort you spend in switching back and forth between the modeler/editor and the Workspace Documents, whenever you need to look at the Workspace contents.
Note: You cannot create new documents in the Insert or Workspace AppPalettes. To create new documents, you have to use the Quick Access Menu. For details about using these AppPalettes in your modeler/editor, refer to the topics associated with it.
Note: If you happen to close the tabs and want them to re-appear in the frame, click on the toolbar, and select the name of the AppPalette to display it.

In case of 1-to-1 relations between documents, modelers often provide a zoom button that opens a generic lookup window. This window will then list all the documents that could be candidates for the relation. By default, the documents are filtered by document type. In specific cases only certain instances of the respective document types can be candidates for the relation. In that case the title of the generic lookup window includes the postfix suffix "(Filter Applied)". An example in which an additional filter is applied is when looking up a role to which a human activity of a business process is to be assigned. In that case only functional roles will be listed; non-functional roles are filtered out.