Create version

When you have finished modeling a process, or want to share an intermediate state for that object, create a version for the object. In the Portal and at WebModeller, this triggers the standard release workflow of processes and process groups.

Target:

Trigger the release workflow with the intermediate steps of Test and Release and create a version.

Open Create version dialog

You can trigger releases via the Create version dialog in the Portal or at WebModeller. You can open the dialog in the following ways:

• Via More actions in the Portal

• At WebModeller

Instruction - Open dialog via More actions in the Portal:

1. Open the process

   Note: Make sure that the working draft view is active.

2. Click on in the content area and then on Create version to open the Create version dialog:

   

   Note: In the Portal and Apps, you can perform workflow actions in the following areas using the More actions button:
   

   • Object formats

   • Properties sidebar

   • Quick navigation

   • Favorites

   • Search results in the Portal search

   • My tasks

Instruction - Open dialog in WebModeller:

1. Select the process in the model overview

2. Click Further actions | Create version on the context menu to open the Create version dialog:

   

Create version via dialog

Instructions:

1. In the Create Version dialog, assign examiners, releasers to

   Note: In the release workflow, you can assign employees, user groups and roles as testers, releasers or acknowledgers by default.

2. Set when to test the version again

   Note: The process owners are reminded of the retest by a notification in the Portal header and an email.

3. Create a creation comment if required

   

3. Click Create version

Results:

• After the release has been started, a note about the successful action appears in the lower right corner of the Portal:

  

• An intermediate version of the process has been created:

  

  Note: In this state, the version is displayed as an intermediate version, since no release has been granted yet. See also chapter Grant version release.

  See also: More information about the version history can be found at Version history.

• In WebModeller a clock is displayed at the versioned object. The clock indicates that the object is in an ongoing release process:

  

  See also: For more information about the different symbols, see Icons of versioned objects.

• The examiners who have been assigned are allowed to execute the release.

  See also: For more information on execution permissions, see Execution permissions in the standard release workflow.

• The examiners receive a notification that they has been assigned a release task:

  

• The examiners see the release task in My tasks in Current tasks:

  

• The selected object is locked for further processing because it is in a running release workflow. In the WebModeller, this is indicated in the properties of the process and in the browser window at the bottom:

  

• In the Portal, the process is marked with a red banderole in the process view:

  

• The status of the process is set to Version test pending.

• The object appears in the Pending releases: