Importing a Process from Excel
HOPEX Business Process Analysis allows to import processes with an Excel template.
This feature simplifies data integration by allowing you to:
• Download a preformatted Excel template
• Fill it in with your own data
• Upload it to HOPEX to complete the import
See Data Exchange with Excel for further information on importing/exporting objects with Excel. Donwloading the Excel Template
To download the Excel template dedicated to process import in HOPEX:
1. Go to the Excel Template download section.
2. Download the Process Template.
Structure of the Excel Template
The Process Template is organized into several tabs, each serving a specific function:
• The Process Map and Process Category tabs are used to define the process hierarchy.
See Process Hierarchy.• The Process tab is used to define processes.
• The _SAMPLE tabs provide examples that describe processes, process categories, and process maps.
Process Map Tab
Each row represents a process map, identified by the Process Map Name column.
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Column
|
Description
|
|---|---|
|
Process Map Name
|
Name of the Process Map
|
|
Description
|
Process Map description
|
|
Process Category
|
Process categories included in the Process Map
|
Process Category Tab
Each row represents a process category, identified by the Process Category Name column.
|
Colonne
|
Description
|
|---|---|
|
Process Category Name
|
Name of the Process Category
|
|
Description
|
Process Category description
|
|
Process Category Owner
|
Owner of the Process Category
|
|
Process Category (Sub Process Category)
|
Name of the Sub-Process Categories associated with this Process Category
|
Process Tab
All processes to be imported must be defined in the Process tab.
Each row represents a component of a process, whose name is specified in the Process Name column.
|
Colonne
|
Description
|
|---|---|
|
Process
|
HOPEX Owner process identifier
|
|
Process Name
|
Owner process Name
|
|
What
|
Described component Name
|
|
Type
|
Described component type (Operation, Event or Gateway)
|
|
Event Nature
|
|
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Who
|
Name of the Org-Unit associated to the participant executing the described component. For more details on participants(Org-Unit), see Creating a Participant (Org-Unit ).
|
|
Application Used
|
Application linked to an operation of the process
|
|
Comment
|
Comment on the described component
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Previous Item
|
Name of the component preceding the described component
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Previous Item Type
|
Type of the component preceding the described component (Operation, Event or Gateway).
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Sequence Label
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Predicate of the sequence flow between the component preceding the described component and the described component itself. For further details, see Defining a Condition on a Sequence Flow.
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Sequence Type
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Specifies a condition on a sequence flow. Possible values: conditioned and default. For further details, see Defining a Condition on a Sequence Flow.
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Process Category
|
Nom de la catégorie de processus à laquelle le processus décrit appartient
|