Use Common Element Pools

A lot of organizations have a standard set of tools that need to be consistenly used across all processes. These elements are best managed in a central process module, typically called “Common Tools” or similar. If these sets grow beyond a certain size, integrating them all in every process might become cumbersome, especially if you are only using a few of those roles or tools in your process.

For that purpose, Stages has a capability where only those elements are integrated that are actually being used in a workspace.

To enable the on-demand integration, turn off the switch in the new Add elements at once step when adding a module.

For already added modules, you can change this behavior via the context menu of a module in Management > Process Modules

Please note that the new behavior only applies to newly created elements. Already associated elements remain unchanged.

To associate a process element with an element from a on-demand module, search for its name in the quick-assign dialog. In addition to the local elements, the search will now find also elements from the on-demand module.

When selecting the element, it will be integrated into your local process and associated with your current process element.

If you do not know the name of the element, use the Browse button, click or tap on the workspace name on the top, and navigate to the module

Then select the elements you want to associate. The elements will then be integrated into your local process and associated with your current process element.

When the common element pool is being updated to a newer version, use the existing process version management capabilities to also upgrade the integrated elements in your workspace.