Use the Visual Process Flow Designer to create and maintain custom process flows. Process flows can include graphic elements and text elements. Use links and actions to define behaviors for these elements. Links connect elements to tasks in Sage 100 or to other resources. Actions specify dynamic behaviors for elements, such as showing or hiding elements in the process flow.
To access the Visual Process Flow Designer from the Visual Process Flows Manager:
Click Create a Custom Process Flow and proceed through the wizard. Before clicking Finish on the last page, select the check box to access the designer.
If you've already created one or more custom process flows, select one and then click the Open Process Flow Designer button.
Main Toolbar
The main toolbar is always available, and it has the following tools listed in the table below.
Note If you don't see the toolbar when you access the Designer, increase the width of the window by decreasing width of the Tasks menu on the left.
Main toolbar buttons Tool Description 
Create shapes and lines. After you select this tool, you choose one of the available shapes and lines to create.
You can add text to any shape, but not to lines. To add text to a shape, select the shape and then begin typing.
Add images from the Visual Process Flow Designer image library.
Add images from your computer. You can add the following file types: JPEG, PNG, SVG
Create 'actions' to specify that when a certain element is clicked, other elements in the process flow will be shown or hidden. For more information, see Creating Actions to Show or Hide Elements.
Undo the last change you made.
After undoing a change, you can use this tool to redo that change.
Element Toolbar
When you select an element, a toolbar appears adjacent to it. This element-specific toolbar has the following tools:
Element toolbar buttons Tool Description 
If there is text in the element, you can use this tool to format that text. When you select this tool, the element toolbar changes to a set of tools specific to text, which let you:
- Change the size and color of the text.
- Make the text bold, italicized, or underlined.
- Change the horizontal or vertical alignment of the text within the element.
To exit the text formatting toolbar, click the back
button at the left end of the toolbar.
Create a link to a Sage 100 task or URL. For more information, see Adding Links to Visual Process Flows.
Rotate the element counterclockwise in 45° increments.
Create a copy of the element. When you do this, the newly created element is automatically selected.
Open a menu with several options, including deleting the element, and moving the element forward or backward (so it appears behind or in front of other elements).
Close the element toolbar and deselect the element.
Hot Keys
The following hot keys are available when working in the Designer.
Hot keys Hot keys Action Ctrl + Z Undo Ctrl + Y Redo Ctrl + C Copy Ctrl + X Cut Ctrl + V Paste ESC Exit text editing mode Arrow key (up, down, left, right) Move selected shape or text 1 pixel Shift + Arrow key (up, down, left, right) Move selected shape or text 10 pixels For more information, see:
Creating Actions to Show or Hide Elements
