Using process to method synchronization

Changes to information in method elements can be updated in related process elements through a mechanism called Synchronization.

Changing the Synchronization Option

The Synchronized with source option is selected by default. To change this behavior:

  1. In the Process editor, click the Work Breakdown Structure tab .
  2. Right-click a task and click Show Properties View.
  3. In the Properties view panel, click the General tab.
  4. Near the bottom of this panel there is a checkbox labeled Synchronized with source. You can check or clear this box to enable or disable automatic synchronization. Note that you can only change the behavior of elements that are not marked read-only.

Custom synchronization

Custom synchronization at the activity level, synchronizes the activity descriptors by bringing in the task descriptor's associations.

  1. Right-click any activity that has descriptors and click Custom Synchronization.
  2. Use the wizard to select a configuration, responsible roles, and work products. Synchronization is based on the options that you select. For example, if you select only mandatory output work product, then in task descriptor's properties view, you should see only output work product and not input and optional work products.
  3. Click Finish.

Default synchronization

Default synchronization at the activity level synchronize activities by bringing in the task descriptor's associations.

  1. Right-click any activity that has descriptors and click Default Synchronization from Method Content. This will bring in all default associations of the task descriptors.
  2. Click OK.