Creating Process Maps

As BPM Manager, you can use the integrated process map editor to create process maps.

Prerequisites

You are BPM Manager.

Context

You can use the process map editor to easily edit process maps.

A saved process map draft can still be found under "My Drafts" after you have submitted it, so that you can always use it as a template for other process maps.

Your process map draft will not be visible to others until you submit it and, in doing so, add it to the process hierarchy. This means you can design it however you want to start with and save it as a "private" design.

The Process Map Editor contains the following user areas:

The toolbar contains general draft functions. Hovering the mouse pointer over an icon shows the function.

 New Draft, Reset Draft

 Open Draft

 Save Draft, Save Draft as

 Delete Draft

 Import BPMN file as draft

 Export Process Map

 Undo

 Redo

 Translate to Other Language

The toolbar contains functions for creating, grouping, deleting, duplicating and arranging draft elements.

Clicking on an area or text icon creates the relevant element. The mouse pointer then appears on top of this element so that you can reposition it in the process map.

You can also edit the text in the Properties for a group of area and text elements.

Attention

Grouping creates a reference object for linking. Breaking up a group by editing a linked process map at a later stage causes group linking to be lost.

You can change the  display size or  diagram size to fit the window.

The  Properties right-hand area can be opened and closed.

If the Color option is activated in the Modeler Preferences tab under Manage Process Space, then you can set element Fill Color.

How to proceed

  1. Select  Go to Process Map in the Process Landscape for a new, saved hierarchy element and click in the Process Map tab on Open Process Map Editor.

    This way immediately assigns the existing process map to the hierarchy element.

    The process map editor appears.

  2. Click on  Create New draft in the Process Maps tab under  Drafts.

    You must then assign it to a hierarchy element.

    The process map editor appears.

  1. To add an area element, drag an area icon in the left toolbar and drop it on free position.

    The element is created.

  2. To label an area element, click on the text icon in the left toolbar, drag it to the area element you want to label and click to create the label and enter a text.

    The area element is labeled.

  3. To group area and text elements to be moved at the same time, select them and click on Group selected objects.

  4. To edit a text element, select it, open the Properties and edit it.

  5. To save the draft, click on  Save Draft in the toolbar at the top.

    The draft is saved with the name you entered. It appears on the Drafts page.

  6. To save the diagram as an SVG or a PNG file, click on the graphic type you want in the  Export Process Map submenu in the toolbar at the top.

    The draft is saved in the standard directory for downloads.

  7. To add the draft as a process map in the process hierarchy, click on Submit at the top.

    The Submit as process map dialog appears.

  8. To submit the process map, select the hierarchy element you want to assign it to and click on Submit.

    The draft is submitted as a process map for the hierarchy element. This process map can be edited again as a draft.