Export to Word - Process Properties

The same set of Process Properties exist at the Process level and also on a node of the process, e.g. an Activity, Gateway, etc. Right-click in the background of the Discovery Map or Process Diagram and select Details option to enter details at the Process level. The properties entered at the Process level might be considered the default for all nodes of the process and the properties entered at the Activity level are the exceptions.

The action for a process "Export to Word" will output the properties where a value has been entered. When using this action a dialogue box opens with a check box "Include the property details for each activity". When checked the property values will be added to an area in a grey box with two columns.

In the example shown above Product or Module, Regulatory Code and FS Reference are all Custom Process Properties. Product or Module is showing three values, a capability of text properties. Below the properties additional activity details (Decisions, Policies, Attachments, Problems) are displayed. The text in the Documentation tab is shown below the activity title and above the process properties. Comments are displayed in the standard way for Microsoft Word in the right hand margin.

If a text property contains long text then it will word wrap and the vertical height of the box will increase in order to accommodate the extra text.

There is no control over the order in which the properties are displayed. With a bit of experimentation the fields seem to be displayed in the following order - Participants, Business Owners, Experts, Systems, Cycle Time, Cost, Custom Text 1, Custom Text 4, Custom Text 3, Number 2, Number 4, Suppliers, Inputs, Outputs, Customers, Risk, Value Add, Custom Text 2, Custom Text 5, Number 1, Number 3, Number 5.

If all properties have a value then the Suppliers property appears at the top of the right hand column. If you remove a value from one of the fields in the left hand column then Suppliers will appear at the bottom of the left hand column and Inputs will now be at the top of the right hand column. Blueworks Live is appearing to avoid creating a lot of blank space by having the left hand column with no more than one property greater than the right hand column. The example above shows blank space below FS Reference but that is believed to be because Product or Mobile has three values.

As we only have control over how we use the Custom Process Properties then if:

• One custom text property is likely to contain multiple values choose Custom Text 5, it will always appear in the right hand column and after all other properties.
• Two custom text properties are likely to contain multiple values then choose one from the left hand column (Custom Text 1, Custom Text 4, or Custom Text 3) and one from the right hand column (Custom Text 2 or Custom Text 5). If you don't do this then you are likely to end up with a lot of blank space when used with other properties.

Note, if an activity only has the Custom Text 5 property then it will appear in the left hand column.