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Ruleflow Operations Toolbar
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Select objects
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| Point and click on object
| The selection interactor lets you select and move objects. Select is the default mode. The selected object shows small squares around the perimeter. Select allows single or multiple object selection.
With select active you can:
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Select an object by clicking it.
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Move an object by clicking and holding while moving.
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Change the selection by clicking a new object.
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Use Shift-click to select multiple objects.
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Click and drag a rectangle to enclose two or more objects; the objects all show selection squares.
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Deselect all by clicking anywhere in the background region.
To deselect an object, shift-click it, or select another object. To deselect all selected objects, click in any empty background space.
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Pan the view
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| | Pan moves and repositions the entire diagram. Click the Pan icon, and then click & hold the mouse button to enable panning. Release the mouse to stop the pan.
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Perform node layout
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| | Perform Node Layout organizes the objects in the view. Simply click the toolbar button to activate the reorganization of the entire ruleflow. This arranges the nodes and links according to the flow of activities from top to bottom.
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Restore the original size
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| | Display Actual Size sets the ruleflow diagram in the view back to its original size.
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Display entire view
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| | Fit to Content fits the ruleflow diagram to the view window, displaying all objects in the view. This is useful for an overview, but individual tasks may not be legible.
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Zoom In--display closer detail
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| | Each click zooms in the same amount.
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Zoom Out--display farther view
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| | Each click zooms out the same amount.
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Zoom Box--display a region
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| | Click the Zoom Box icon, and then click & drag a rectangle to define the display region.
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Turn the grid on/off
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| | Check box. Displays or hides a grid, as a design tool.
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Ruleflow Create Toolbar
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Add a task
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| Ruleflow>Add Task> Rule Task, Function Task, Subflow
| To create a new task you can:
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Drag and drop the desired object from the Project Explorer to the Ruleflow Editor; a task with the object name is created, or
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Click the task button in the Ruleflow Creation toolbar, and then click in the Ruleflow Editor to create the object; a task with the task name is created. Multiple tasks can be created by double-clicking as described below for multiple nodes.
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Create a start node
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| To create a node:
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Click the node icon in the Ruleflow Creation toolbar and click in the Ruleflow Editor. A node of the selected type appears.
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To create several nodes of the same type, double-click the node icon, and then click as desired in the Ruleflow Editor. Each click creates a new instance of the object. To stop, click to deselect the node icon in the Ruleflow Creation toolbar.
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Create an end node
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Create a fork node
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Create a join node
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Create a choice node
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Create a transition
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| Transitions connect tasks and nodes. To create a transition, click the transition icon in the Ruleflow Creation toolbar; click the source object in the Ruleflow Editor to begin the connection (a dotted line follows the cursor), and click the destination object to complete the connection and display the transition arrow. Multiple transitions can be created by double-clicking the icon as described above for multiple nodes.
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Object Operations
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Edit a rule task
| | Shortcut menu
| Right-click + Edit on task (in Explorer) or task invocation (in Ruleflow Editor), or double-click task invocation to display the Rules dialog box.
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Edit a function task or subflow
| | Shortcut menu
| Click to select task (in Explorer) or right-click + Edit on task invocation to display the editor tab for the task.
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Add Initial Actions
| | Ruleflow>Add Initial Actions or shortcut menu
| Right-click in the Explorer on the ruleflow or task for shortcut menu.
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Add Final Actions
| | Ruleflow>Add Final Actions or shortcut menu
| Right-click in the Explorer on the ruleflow or task for shortcut menu.
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Go to File
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| Shortcut menu
| Right-click + Go to on rule task or rule task invocation. This will open the selected rule or rule package referenced by the rule task.
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Check
| | Project>Check or shortcut menu
| Right-click + Check on Ruleflow or task. This checks validity of the selected item.
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Clear errors
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| Right-click + Clear Errors on Ruleflow entry. This entry is valid only if errors have been generated.
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Select in Explorer
| | Shortcut menu
| Right-click + Select in Explorer on task or subflow for shortcut menu. It allows you to select the object in the Explorer tree.
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Remove from Flow
| | Shortcut menu
| Right-click on task or subflow for shortcut menu. This removes only the task invocation and not the task itself.
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Remove an object to the clipboard
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| Edit>Cut or shortcut menu
| General editing operations.
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Copy an object to the clipboard
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| Edit>Copy or shortcut menu
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Insert an object from the clipboard to the view
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| Edit>Paste or shortcut menu
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Delete an object from the view
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| Edit>Delete or shortcut menu
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Form a group of objects
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| Shortcut menu
| Select multiple objects, and then choose the activated Group command in the shortcut menu. A group box is created that can be minimized (click "-") or maximized (click "+").
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Separate a grouped object
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| Shortcut menu
| Click the group box to select it, and then choose the activated Ungroup command in the shortcut menu.
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