Where to edit Process Designer artifacts

Learn where you can edit artifacts in IBM® Process Designer.

In previous releases, you worked with artifacts in Process Designer on your desktop. Now, you can work with artifacts that are in the Process Designer web editor and in the Process Designer desktop editor. For example, to create process applications that contain business process definitions (BPDs) and client-side human services, you must use both the desktop editor and the web editor because there are some Process Designer capabilities that you can access only on the web and some that you can access only on your desktop.

Multiple users can work simultaneously on the same process applications and artifacts in the two editors and changes happen automatically and seamlessly.

If you have Process Designer open on your desktop and you are working in the web editor, you can edit certain artifacts in the desktop editor. When you click the artifacts in the web editor, they open in the desktop editor so that you can edit them.

You can access the Process Designer web editor in the following ways:
  • Open Process Designer desktop editor and then select an artifact that is editable only on the web, such as a client-side human service, case type, or document type. Case management functions are only available if you have IBM BPM Advanced with the Basic Case Management feature installed.
  • Open Process Designer desktop editor, select a coach view, and then right-click and select Open in > Web Editor.

The following table lists which artifacts you can edit where (indicated with asterisks). You can edit some artifacts in the desktop editor. You can edit other artifacts in the web editor. The web editor opens in a web browser from Process Designer.

Table 1. Where you can edit Process Designer artifacts
Artifacts Editable in the Process Designer desktop editor Editable in the Process Designer web editor
Advanced Integration service *  
Ajax service *  
business object * *
BPD *  
case type
Note: Case management functions are only available if you have IBM BPM Advanced with the Basic Case Management feature installed.
  *
coach view
Note: To use responsive features in coach views, for example to have the runtime behavior respond to different screen size environments, you must edit coach views in the web editor.
* *
client-side human service   *
decision service *  
design file *  
document type
Note: Case management functions are only available if you have IBM BPM Advanced with the Basic Case Management feature installed.
  *
event subscription *  
external implementation *  
exposed process value *  
General System service *  
heritage human service *  
historical analysis scenario *  
IBM Case Manager Integration service *  
Integration service *  
key performance indicator (KPI) *  
localization resource * *
process application setting *  
server file * *
service-level agreement *  
simulation analysis scenario *  
team
Note: To define a team using a filter or retrieval service, you need to edit this artifact in the Process Designer desktop editor.
* *
timing interval *  
tracking group *  
undercover agent *  
user attribute definition *  
web file * *
web service *