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The template document may have an associated list of add-ons that are active while it is in use, and, with Visio Professional edition, an associated list of structured diagram validation rulesets as well. Most of the templates that contain validation rules in Visio are in the Flowchart category, as seen in the following screenshot, with the exception being the Six Sigma template in the Business category.

Secondly, the concept of a Subprocess was introduced in Visio This enables processes to hyperlink to other pages describing the subprocesses in the same document, or even across documents.

This latter point is necessary if subprocesses are stored in a document library, such as Microsoft SharePoint. The following screenshot illustrates how an existing s ubprocess can be associated with a shape in a larger process, selecting an existing shape in the diagram, before selecting the existing page that it links to from the drop-down menu on the Link to Existing button. In addition, a subprocess page can be created from an existing shape, or a selection of shapes, in which case they will be moved to the newly-created page.

There were also a number of ease-of-use features introduced in Microsoft Visio to assist in the creation and revision of process flow diagrams. These include:. However, this book is not about teaching the user how to use these features, since there will be many other authors willing to show you how to perform tasks that only need to be explained once. This book is about understanding the Validation API in particular, so that you can create, or amend, the rules to match the business logic that your business requires.

Of course, your particular business may not have all, or parts, of the stack, but you will see in later chapters how Visio can be used in isolation for business process management to a certain depth.

If we look at the Visio BPM Maturity Model that Microsoft has previously presented to its partners, then we can see that Visio has filled some of the gaps that were still there after Visio However, we can also see that there are plenty of opportunities for partners to provide solutions on top of the Visio platform. The maturity model shows how Visio initially provided the means to capture paper-drawn business processes into electronic format, and included the ability to encapsulate data into each shape and infer the relationship and order between elements through connectors.

Visio Professional added the ability to easily link shapes, which represent processes, tasks, decisions, gateways, and so on with a data source. Along with that, data graphics were provided to enable shape data to be displayed simply as icons, data bars, text, or to be colored by value.

This enriched the user experience and provided quicker visual representation of data, thus increasing the comprehension of the data in the diagrams. Generic templates for specific types of business modeling were provided.

Visio had a built-in report writer for many versions, which provided the ability to export to Excel or XML, but Visio Premium introduced the concept of validation and structured diagrams, which meant that the information could be verified before exporting. Some templates for specific types of business modeling were provided. Visio Premium also saw the introduction of Visio Services on SharePoint that provided the automatic without involving the Visio client refreshing of data graphics that were linked to specific types of data sources.

Throughout this book we will be going into detail about Level 5 Validation in Visio , because it is important to understand the core capabilities provided in Visio We will then be able to take the opportunity to provide custom Business Rule Modeling and Visualization. A structured diagram is a set of logical relationships between items, where these relationships provide visual organization or describe special interaction behaviors between them.

The Microsoft Visio team analyzed the requirements for adding structure to diagrams and came up with a number of features that needed to be added to the Visio product to achieve this:. The following diagram demonstrates the use of Containers and Callouts in the construction of a basic flowchart, that has been validated using the Validation API , which in turn uses the Connectivity API. There are three process flow diagram templates: Basic Flowchart , Cross-Functional Flowchart , and Six Sigma , in Visio Professional edition that have been enhanced since the previous versions of Visio and include validation rules.

There is now very little difference between the Basic Flowchart template and the Cross-Functional Flowchart template in the Flowchart category. In fact, they are identical apart from the latter opening with a couple of Swimlane shapes already placed on the page. In addition, parts of the new Six Sigma template , in the Business category , use the same flowchart rules. There are two process flow diagram templates, in addition to the Six Sigma Diagram template , in the Flowchart category of Visio Professional Edition that include their own validation rules.

The first, BPMN Diagram , provides native Visio support for an important and widely-used process flow notation, and the second, Microsoft SharePoint Workflow , enables visual development of SharePoint workflows that integrates closely with SharePoint Although this officially added diagram types to the standard, it did not add more BPMN templates in Visio Instead, Microsoft actually simplified the number of stencils and shapes for BPMN in Visio , while increasing their capability.

A standard Business Process Modeling Notation BPMN will provide businesses with the capability of understanding their internal business procedures in a graphical notation and will give organizations the ability to communicate these procedures in a standard manner. Furthermore, the graphical notation will facilitate the understanding of the performance collaborations and business transactions between the organizations. This will ensure that businesses will understand themselves and participants in their business and will enable organizations to adjust to new internal and B2B business circumstances quickly.

Having been involved in the creation of two other BPMN solutions based on earlier versions of Visio, I believe that the native support of BPMN is a very important development for Microsoft, because it is obviously a very popular methodology for the description of an interchange of business processes.

The BMPN template in Visio contained five docked stencils, each of them containing a logical set of shapes, but for Visio these have been reduced to just one, BPMN Basic Shapes , as seen on the left of the following screenshot. The other stencils are still there, but hidden by default.

Some shapes can also be edited using the right mouse menu. In the preceding screenshot, a Task shape is selected, revealing that there are many permutations that can be set. In reality, any of these Task shapes can be changed into a Collapsed SubProcess shape, and each of the Event shapes into any of the other Event shapes, by amending the Shape Data.

Thus, the original name of the Master shape is really immaterial, since it is the Shape Data that determine how it should be understood. Microsoft Visio also includes a template and shapes for designing workflows that can be developed in tandem with Microsoft SharePoint Designer. However, Visio Professional and SharePoint Designer become complementary design surfaces that you can seamlessly switch between, if you have them both installed on your desktop.

Validation ensures that the diagram is compliant with the required business logic by checking that it is properly constructed. Therefore, you need to be able to verify that the ruleset being used is the one that your business requires. Visio will not provide instant feedback at the moment that you transgress a rule. However, it will check your diagram against a ruleset only when you select Check Diagram. It will then provide you with feedback on why any given rule has been broken.

The following example of a BPMN diagram has some errors in it they would be difficult to spot if it were not for the Issues window that lists them, because the diagram has been validated. In this second group, the first button, Check Diagram , validates the whole document against the selected ruleset s.

You can have more than one ruleset in a document that can be enabled or disabled as required. The drop-down menu on the Check Diagram button shown in the following screenshot enables you to select which Rules to Check , and also to Import Rules From another open Visio document.

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There were also a number of ease-of-use features introduced in Microsoft Visio to assist in the creation and revision of process flow diagrams. It also allows you to suspend active downloads and resume downloads that have failed. Vsio you will need Microsoft Visio Professional Edition to use the Validation capabilities, the Standard edition will be able to review any of the diagrams created.